625 Howe St, Suite 900, Vancouver, BC V6C 2T6, Canada
Reduce risk in underwriting and speed up the onboarding process with powerful technology customized to fit your needs
Agreement Express is the leading client onboarding automation provider for financial services. The platform allows wealth management and payments companies to deliver a consistent customer application, approval, and onboarding experience across their product offerings & channels. The platform is the first of its kind to help top performing firms gather, use, and re-use client data to improve and evolve rich customer experiences.
Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital experiences to their customers, and integrate to the back-office for streamlined compliance and risk workflows.
Agreement Express is a multi-tenant Software as a Service platform hosted securely in the cloud. Our unique template and workflow platform allows customers to quickly capture client onboarding data from any device connected to the internet. Our Document-Oriented Database allows our customers to instantly visualize, aggregate, report on, and retrieve......