Agreement Express

Agreement Express is a cloud-based software designed to make the client onboarding process faster and simpler for financial services companies. It aims to eliminate the traditional paper-heavy and manual workflows by digitizing the entire onboarding experience. This makes it easier for businesses like banks, wealth management firms, and payment providers to bring new clients on board quickly and efficiently.

The software features an end-to-end solution that covers everything from client data collection to compliance checks. Companies can customize their onboarding processes to fit specific needs, ensuring that every step is streamlined. This not only saves time but also reduces the chance of errors that can occur when handling paperwork manually.

One of the key features of Agreement Express is its ability to integrate with various other systems that a financial services company might already be using. This means that all the necessary client information can be seamlessly shared across different departments, from sales to risk management, without requiring additional data entry.

Another advantage of using Agreement Express is its focus on compliance. The software automatically checks client information against regulatory requirements, making it easier for companies to stay compliant with local and international regulations. This is particularly important in the financial services sector, where staying compliant can be complex and time-consuming.

The software also includes e-signature capabilities, so clients can sign documents electronically. This further speeds up the onboarding process by removing the need for physical signatures and mailing documents back and forth.

In summary, Agreement Express helps financial services companies to onboard clients more efficiently by digitizing and automating the process. It integrates well with existing systems and puts a strong emphasis on compliance, making it a practical tool for any company in the financial sector looking to improve their onboarding process.