Turn Onboarding Operations Into a Client-Centric Experience

Today, consumers expect the same experience from their wealth management firms as they have with BigTechs. According to the Capgemini World Wealth Report 2018, more than 80% of HNWIs are willing to begin a relationship with BigTechs within one year (assuming they offer wealth management...

Improving Client Onboarding: Wealth Management

It is becoming less of a secret how important the client onboarding process is in wealth management, both for the business and the client. In fact, client onboarding is still the number one challenge for firms.

In reality, it’s one thing for firms to know they need to improve, but an entirely...

Your Firm Will Lose the Next Generation: Exploring Multi-Generational Wealth

“We all know millennials are on the radar. There is no question, it’s one of the largest transfers of wealth in history. Wealth firms need to act now to get ahead of the millennial curve.” – Steve Scruton, President, Broadridge Advisor Solutions

Wealth Management firms have spent decades...

10 Ways Your Competitors Are Accelerating AUM With Digital Onboarding

Opening new accounts or transitioning client assets - or advisors - to your firm can be time consuming. And any missing information, errors in rekeying data into your CRM or custodian systems can cause delays and frustration.

Introducing One-Click Account Opening Direct To TD Ameritrade Institutional

TD Ameritrade Institutional and Agreement Express Collaborate to Simplify Customer Onboarding

Agreement Express is excited to announce a new milestone in digital customer onboarding with a industry-first integration for digital new account opening on the TD Ameritrade Institutional Veo®...

Building the RIA Platform of the Future

Wealth management technology continues to evolve at a lightning-quick pace, but as an advisor, it can be overwhelming to wade through the sheer number of solutions in the market today. For fast growing RIAs that are building out their practices with technology at the forefront, it always comes...

With Beneficial Owners, How Well Do You KYC?

Anti money-laundering (AML) and Know Your Customer (KYC) requirements form the critical underpinning of financial regulation. In recent years, there has been increased pressure on regulators to introduce additional AML and KYC reforms as a result of some high profile controversies involving...

Rules of engagement: How to turn onboarding operations into a client-centric experience

Recent Accenture research revealed that 40-60 percent of today’s onboarding tasks could be automated with digital technologies1. Many wealth management firms have taken some small steps to digitize their operations, but they may not be taking full advantage of all the digital opportunities...

5 Questions Every Operations Team Should Ask About Client Onboarding

There’s a good chance your wealth management firm already has a detailed process in place for onboarding clients into your firm. But when it comes to building strong customer relationships, you only have one chance to make a first impression.

3 WealthTech Insights from the 2017 Schwab IMPACT Conference

Three things we learned about WealthTech at IMPACT 2017

This month the Agreement Express team attended the Charles Schwab Conference in Chicago, where we had the opportunity to connect with RIA’s, and industry thought leaders. During the event, we engaged in lively discussions, breakout...