Underwriting and Onboarding Software Solutions.
Reduce risk in underwriting and speed up the onboarding process with powerful technology customized to fit your needs.
Many Growing Financial Service Providers Use Agreement Express.
Industries
Experience Rapid Growth with Our Software.
Increase onboarding speed
Digitize Onboarding and See Revenue Soar.
Give your merchants a 5 minute Stripe-like experience with our onboarding solutions that move your application process online.
Reduce NIGO rates by 30%
Make more informed decisions with resources and data tracking
Manage merchants easily with self serve forms
Increase sales up to 30% with straight-through processing
Decrease underwriting risk
Automate Underwriting and Save Days of Time.
Software that decreases time-to-decision while reducing risk and staying compliant.
Take underwriting time from days to minutes
Process 10x more applications per underwriter
See a 70% reduction in merchant abandonment
Save up to $60 in third-party fees per application
Integrations
Seamless and Secure Data Management, So You Don't Have to Choose Between Easy and Safe.
We keep all your documents organized and bundled by account for easy access and lifecycle tracking. Plus, our data integrates into any platform in your tech stack, so you can have everything you need, in every place you need it.
Simplify wealth management
Keep Client Data in One Secure Place.
Keep track of every document, every step of the way. Stay on top of your account opening process and get insights on those tasks and time management with Agreement Express.
Accelerate time to revenue
Reduce NIGO rates to almost 0%
Leverage our multi-custodian partnerships
Transition your clients in mere days
Increase onboarding speed
Open accounts fast by integrating with your existing CRM.
Transfer your clients; approve, send, and track documents; view your tasks; all in one secure place that integrates seamlessly with your existing infrastructure. Our dashboard truly has it all.
Review, sign, and send documents in one place
View timelines of documents and open cases
Maintain a secure paper trail of all documents
Identify time management issues in processes with a dashboard overview
Integrations
Seamless and secure data management, so you don’t have to choose between easy and safe.
We keep all your documents organized and bundled by account for easy access and lifecycle tracking. Plus, our data integrates into any platform in your tech stack, so you can have everything you need, in every place you need it.
See how much new revenue you could be generating
Use Our ROI calculator to Find Out.
Testimonials
What Our Current Clients are Saying About Our Solutions:
“ Leveraging AEX as our digital onboarding tool allows us the opportunity to better serve our clients, faster and more effectively. The AEX solution provides an optimal onboarding experience and streamlines our internal operational efficiencies.”
CHRISTOPHER BEHRENS
CEO, THE MATHER GROUP
Anyone who comes from any sort of Underwriting background should have no issues figuring this out. It does what it says and it works very well.
PayFac
IN COLORADO
“ As a payment facilitator, being able to automatically approve our merchants is critical to our business and it’s Agreement Express’s technology that’s really allowed us to get there. ”
Terry MONTEITH
SVP Acquiring & Payments at BlueSnap
Latest resources
Insight and Tools for Quicker Onboarding and Complete Compliance.
Trulioo & Agreement Express: The Implications of the Pandora Papers – Explained
On October 3rd 2021, The Pandora Papers were leaked. This became the largest leak of financial data, consisting…
The Merchant Onboarding Experience: Bridging the Gap Between Risk and Revenue
The payments industry has a need for speed. A precedent has been set with the likes of Stripe…
Know Your Customer: How the Pandora Papers Impact Global Money Laundering
In September of 2021 a massive leak of nearly 12 million documents exposed hidden wealth, tax avoidance, and…
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“ Without having that automation, quick turn around; you’re really not able to be as competitive in the marketplace as we are now. ”