Webinar Replay: DOL Fiduciary Rule – Comply, Compete and Pave the Way
With or without DOL Rule enforcement, a fiduciary standard is inevitable and a startlingly low percentage of advisors are prepared. Learn how to add a new layer to your firm’s client approach that paves the way for success.
Reduces 85% of onboarding processes to sub 1 hour for traditional financial services companies in Payments, Wealth Management, Insurance, and Leasing
Eliminates 95% of processing errors, manual review and process inefficiencies
Client onboarding in financial services is unbelievably complex. Thousands of paper documents and hundreds of web forms circulate across dozens of technology platforms and legacy systems, creating a frustrating and dated experience for clients, and an administratively expensive process for the institution.
In payments, there’s Square. In wealth, Wealthfront. Insurance? Zenefits. Today these companies are a threat on the horizon. Tomorrow, they’ll be your direct competitor.
With paper processes creating expensive inefficiencies, and innovative fintech startups coming for your customers, you can’t afford to not have a fast, digital, and fully integrated process for client onboarding.
Our SaaS platform automates the complete end-to-end process of onboarding a new client. It is so much more than the sum of its parts.
One place to manage all client onboarding documents
Agreement Express makes it easy to store, view, and retrieve all client data that is inputted through our SaaS platform
Build guided web pages for a faster, more intuitive form-filling experience
Collaborate on client onboarding documents in real-time to prevent unnecessary back-and-forth
Manage who gets what documents and in which order
Customize document priority order for each member of your risk team, and easily reconfigure based on changing priorities and workload
Agreement Express manages the end-to-end business process of onboarding a new client, or changing the product/service that a current client is receiving
Time-stamped recording of all client document events for compliance
Edit and customize client onboarding forms to match specific client needs
Keep track of all of your client information in one place
Sign documents digitally for a faster, more secure authentication process
Our team of business analysts will help you assess how to most effectively improve your client onboarding process based on your current systems and structure
While not essential for every industry, our powerful platform extensions automate critical onboarding-adjacent processes such as underwriting, KYC checks, identity verification, language support, and more.
Integrate with outside data sources to get near-instant KYC checks
Securely verify client identity with near-instant validation through third party services.
Quickly determine “pass, fail, review” based on an automated Risk Scorecard
Provide multi-language support with the Language Extension