Case Study – Questrade Inc.

Questrade Inc. doubles productivity and reduces operating costs by 50% with Agreement Express’ Digital Signature Technology. Questrade’s challenge with their new account openings was to speed up the application process for their new customers, in order to get them trading stocks more quickly. To begin trading, new clients are required to open an account with…

HollisWealth Advisor speaks about operational efficiencies gained with Agreement Express.

Case Study – HollisWealth and Agreement Express

HollisWealth is Canada’s premier financial advisory network, offering comprehensive financial advice to Canadians from coast-to-coast. HollisWealth advisors are recognized experts who can provide expert insight into all of your financial options. Together, we we’re able to automate their new client onboarding and reduce significant amounts of admin costs to the delight of wealth managers and…