The world's most powerful
onboarding automation for financial services payments wealth management

How can we help your business?

We know that customer onboarding is not a one-size-fits all experience.



Unify onboarding and underwriting in one powerful platform to enable easier cross sell and upsell opportunities. Eliminate paperwork with a fully digital policy administration system.

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Payment service providers are empowered to make the merchant application process easier with a fully digital experience. Achieve instant approvals by automating the KYC and underwriting process.

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We're digitizing the practices of RIAs, broker-dealers, and custodians. Firms can offer a white-glove client experience with a self service new account opening interface, integrated to back-office workflows.

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Grow your business without doubling your employee count. Arm agents with mobile contract software to automatically initiate digital document packages without involving the back-office team.

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Beyond digital forms & signatures

Client onboarding can be daunting in complexity. We've turned workflows and decisioning paths into an intuitive system that's easy to use.

Build or Buy - onboarding
White Paper

Build or Buy? Key Technology Considerations for Onboarding

Evaluating options for onboarding technology? Should you build your own platform, buy established software, or combine existing technologies? Download the whitepaper to learn more about the three approaches and start evaluating the best fit.


Book a Call

With paper processes creating costly inefficiencies, and innovative fintech startups coming for your customers, you can’t afford to not have a fast, digital, fully integrated client onboarding process. Schedule a call and let's talk!

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You're in good company

Global Payments Cayan Vantiv


96% faster
$1 million saved

Agreement Express helps Vantiv bring value to their merchants with fast and easy payment processing, designed for the way they do business.

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Global Payments

Days to hours
100% return rate

Agreement Express helped modernize Global Payments UK's onboarding process and reduce the time it takes to process a new client from days to hours.

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Featured News and Press

Featured News

Wealth Management: Banking’s silver bullet or an operational money pit?

Bank of America crossed $1 trillion in assets under management for the first time in its history in Q3 2017. And Morgan Stanley…

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Featured Press Release

Agreement Express Ranks No. 194 on the 2017 PROFIT 500 Fastest-Growing Companies in Canada

September 14th, 2017, Vancouver, BC — Canadian Business and PROFIT today ranked Agreement Express  No. 194 on the 29th annual PROFIT 500, the…

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Before you go!

Why not download our popular whitepaper on evaluating onboarding automation solutions?

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