Increase sales, reduce costs, and simplify compliance with a single customer onboarding platform. 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 operating platform focused on streamlining and improving the customer experience in asset management and payment. The company`s platform enables financial institutions to design and deliver consistent automated enboarding experiences across their product offerings and channels, while providing comprehensive analytics that enable proactive, personalized customer guidance that enables successful businesses to collect, use, and reuse their customers` data to improve and develop rich customer experiences. PitchBook`s non-financial metrics will help you measure a company`s traction and growth based on a company`s social presence and reach. . Integrate new AUM and processing volume faster than you ever thought possible. Agreement Express offers you an onboarding platform that is seamless for your customers and fast and accurate for your operations teams. TORONTO, ATLANTA &TINLEY PARK, Ill. – (BUSINESS WIRE) – Agreement Express, the leader in digital onboarding for payment service providers and asset management providers, today has. PitchBook`s comparison feature gives you an overview of the main indicators for similar companies. Customize the data points you want to see and instantly create visualizations.
We are Agreement Express and we are working hard to solve a decades-long problem that has held back the financial services industry for years – the onboarding of new customers. Customer expectations have gone digital and our platform helps growth-oriented businesses grow and compete in a rapidly changing market. Agreement Express has an ever-increasing number of account types and service offerings from some of the best companies, both in the field of payment management and asset management. Your business can add them quickly and easily through our network partnerships, including custodian banks and acquirers you want to work with. . . .
