PitchBook`s non-financial metrics help you measure a company`s traction and growth based on web presence and social reach. This information is available on the PitchBook platform. To see the full profile of Agreement Express, request access and onboard new assets under management and processing volumes faster than you ever thought possible. Agreement Express gives you an integration platform that is transparent to your customers and fast and accurate for your operations teams. TORONTO, ATLANTA & TINLEY PARK, Ill. – (BUSINESS WIRE) – Agreement Express, the leading provider of digital integration for payment service providers and wealth management providers, today announced. Easily keep an eye on customer activity and monitor operational efficiency. Meet increased compliance requirements, eliminate cost and complexity, and scale your back office with automated workflows. Provider of a SaaS-based digital integration platform focused on streamlining and improving the customer experience for wealth management and payments. The company`s platform enables financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels, while providing comprehensive analytics that enable proactive, personalized customer guidance that enables high-performing companies to collect, use, and reuse customer data to improve and scale rich customer experiences.

Meet customer expectations for speed and convenience with a single, best-in-class app package, even if you open multiple account types. Enable end-to-end approval anytime, anywhere, on any device. We are Agreement Express and are working hard to solve a decades-old problem that has held back the financial services industry for years: onboarding new customers. Customer expectations have gone digital and our platform helps growth-oriented businesses evolve and compete in a rapidly changing market. PitchBook`s comparison feature gives you direct insight into key metrics for similar businesses. Customize the data points you want to see and instantly create visualizations. Increase revenue, reduce costs, and simplify compliance with a single customer onboarding platform. Agreement Express offers an ever-increasing number of account types and service offerings from some of the best companies in payments and wealth management. Your business can add them quickly and easily through our network partnerships, including the custodians and acquirers you want to work with. We`ve built our extensive integration platform to integrate with the investments you`ve already made so you can get the most out of the tools you already have. .