Agreement Express Integrations

Agreement Express is the leading customer boarding platform for financial services. The Wealth Agreement Express platform allows asset management firms to provide their clients with a fully digital workflow for account opening, which is virtually invisible. With compliant and fillable country advisory pages, a catalog of multi-custodian and proprietary forms, eSignatur and much more, the Express agreement is the first final onboarding solution that delivers an exceptional customer experience while improving operational efficiency in the back office. The platform is the first of its kind to help companies collect, use and reuse their customers` data to improve and develop rich customer experiences – and enables financial institutions to offer their customers first-class digital onboarding and grow their businesses. For more information about Agreement Express, please see agreementexpress.com. “Our partnership with Agreement Express is an exciting step forward in bringing incredible value to our customers,” said Adrian Johnstone, co-founder and CCO at Practifi. “We`re constantly improving our customers` experience by expanding our platform functionality, and intelligent and relevant integrations are a strategic way to do that. Our partnership means that consultants can open new accounts in a painless and efficient way, allowing for an accelerated time up to the company`s turnover. In line with our vision, RIAs and consultants can improve and grow while improving productivity and fostering deeper relationships with clients. Agreement Express is a complete customer onboarding platform for financial services. The Agreement Express platform enables financial institutions to design and implement consistent automated boarding experiences across their product offerings and channels, while providing comprehensive analytics that enable proactive and personalized customer advice. The platform is the first of its kind to help successful businesses collect, use and reuse customer data to improve and develop rich customer experiences. Agreement Express enables Fortune 500 financial institutions around the world to offer their customers first-class digital onboarding and grow their businesses. For more information about Agreement Express, please see www.agreementexpress.com.

“Our collaboration with leading technology companies has helped us provide automated solutions that address the frustrations of most consultants when opening new accounts,” said Robert Mahoney, director of technology solutions at TD Ameritrade Institutional. . . .