quoteAgreement Express exponentially increases the speed of customer onboarding, helping realize revenue faster and scale without having to double employee count.

Agreement Express is onboarding automation software for the financial services industry.

We built Agreement Express to help financial institutions do 3 things:

  • Grow Faster with Less Overhead

  • Compete with Innovators

  • Improve the Client Experience

Our story begins when digital signatures were being heralded as a great leap forward.
Even then, Agreement Express team realized the best digital signature product couldn’t solve a more fundamental problem: trapped data.
In essence, when a customer entered their personal data into a document or CRM, it was ‘trapped’- there was no way to ‘free’ it to automatically populate subsequent documents or visualize customer data. The customer needed to laboriously re-enter all their information, every single time.
That was the ‘a-ha’ moment that started us on the journey to creating, and perfecting an end-to-end onboarding solution: Agreement Express.
Our technology now provides total onboarding automation to ensure:

  • It’s fast and easy for customers to enter their data

  • Customer data is securely stored

  • Customer data is readily available for re-use by organizations

Agreement Express exponentially increases the speed of customer onboarding, so you can realize revenue faster and scale without having to double employee count.

We Are Proud To Work With
Leadership
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Mike Gardner – Chief Executive Officer

Mike Gardner has led Agreement Express to become one of the most respected onboarding automation platforms in the financial services industry. Since joining Agreement Express in 2005, Mike has evolved the product into an onboarding solution trusted by Fortune 500 organizations around the world.

Mike has become an onboarding thought leader with the Electronic Transactions Association (ETA), Merchant Acquirers Committee (MAC), PYMNTS.com, The Green Sheet, Mobile Payments Today, and more.

Earlier in his career Mike held management positions at Canadian Pacific, Cryptologic and PWC. Throughout his career Mike has been committed to actively bringing positive change to our society. For more than a decade he has passionately worked with The ALS Society, formerly holding the Presidential position of the ALS Society of Canada and the ALS Society of British Columbia. Mike has been the recipient of the William Fraser Leadership Award, and continues to volunteer his time for this cause. Mike holds an MBA from Queen’s University and studied Economics and Statistics at Ryerson University and International Business at Hanzehgeschool in the Netherlands.

Mike Christie

Mike Christie – Chief Technology Officer

Mike has over 19 years of exceptional experience in the software technology industry.

Before joining the Agreement Express team, Mike held the position of Enterprise Architect and senior Project Leader at Harris Systems and Senior Architect and Research and Development Leader at Cayenta Inc. Prior, Mike worked as the Senior Application developer at SFG Technologies where he pioneered some of the first legacy character based system conversions to thin client java architectures. Mike has architected transactional systems for Accounts Payable, Human Resources, and Purchasing used by more than 100 municipal governments and public utilities around the world. He has designed and developed a revolutionary advanced rapid development platform for the creation of web based transactional systems and lead the foundational architectural components of Agreement Express. Mike holds a Diploma of Technology from the British Columbia Institute of Technology and is an avid snowboarder, wakeboarder and boater.

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Brad Carlyle – Chief Financial Officer

Brad joined Agreement Express as CFO in the fall of 2014. He oversees all aspects of financial strategy, including investor relations. As a CPA and CA, Brad brings significant financial and operational strategy experience to Agreement Express, including M&A experience in both acquisition and divestiture transactions.
Prior to joining Agreement Express, Brad spent two years as CFO with The Donnelly Group, a hospitality management company operating several hospitality brands in Vancouver, and six years with MacDonald, Dettwiler and Associates (MDA).
Brad actively supports local charitable organizations and is currently the Treasurer and Director for Athletics for Kids, a BC-based charity that provides financially disadvantaged youth the opportunity to participate in organized sports.

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Ian Gilbert – Chief Revenue Officer

Ian joined Agreement Express as Chief Revenue Officer in 2015, bringing over 25 years of technology sales and leadership experience to his role as Chief Revenue Officer. Prior to joining Agreement Express, Ian spent a decade running Third Core Venture Expansion Partners, a pioneering enterprise sales execution practice that helped fuel the growth of early-stage technology companies across North America’s SaaS, enterprise software, telecoms and services landscape.

Prior to founding Third Core, Ian held sales leadership positions at TELUS and Cable & Wireless.

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Brian McRae – Vice President of Professional Services

Brian has been the Vice President of Professional Services at Agreement Express since 2010. He is responsible for delivery of solution design, configuration, integration, testing, training and project management services.

Prior to working at Agreement Express, Brian  worked at Cayenta Canada, a leading utility billing software organization, where he served as Director of Services. Brian’s experience in consulting, software configuration, business analysis and project management have helped him to build a quality-driven team focused on providing excellent professional services to the Agreement Express client family.