Written by: Carmen Ballard, Director of Customer Success at Agreement Express
At Agreement Express, we have found ourselves in rich partnership with organizations like you who have responded to the global pandemic with creativity, class, and a hunger for innovation and improvement that is...
The entire world is united in facing a new reality of quarantining and remote work as we collectively go through the COVID-19 pandemic. However, there's one thing that all of us in business know: the show must go on. Your clients still need your expertise and advice, arguably now more than ever....
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...
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...
“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...
As disruptive technologies increase in prevalence within wealth management, traditional firms face a growing need for meaningful digital transformation. While research reports are published daily on the best way to “go digital,” firms are still struggling with getting started.
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.
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®...
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...
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...
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