VANCOUVER, BC (February 28, 2019) – Agreement Express, a leading SaaS-based digital client onboarding platform provider for the financial services industry, today announced that Dave O’Brien has joined the company as Chief Executive Officer effective immediately. O’Brien’s strategic mandate will be to continue to accelerate Agreement Express’ momentum and provide leadership through its next phase of transformational growth. He succeeds Mike Gardner, founder of Agreement Express, who will become the company’s Chief Strategy Officer and remain on the board of directors.
“The company has an enviable track record of innovation in financial services with an end-to-end client onboarding platform that enables customers to accelerate growth, simplify compliance, and offer a differentiated client experience. I’m excited to lead an exceptionally talented team with a focus on product expansion, broadening the depth of our team, and optimizing sales processes to accelerate business growth,” said Dave O’Brien
Under his leadership, O’Brien significantly scaled Zywave, a well-known provider of solutions for the insurance industry, and was integral in the adoption of a SaaS platform which rocketed the company to become a premier leader in the industry generating almost $100 million in annual revenue. As a founding member of the Zywave team, he was promoted to CEO in 2013 and successfully oversaw double-digit organic revenue growth while overseeing four acquisitions as well as two exits for its private equity investors. O’Brien was named one of the top SaaS CEOs by the SaaS Report in 2018.
The company also announced that founder Mike Gardner will become Chief Strategy Officer and will continue to serve as a director on the board, enabling Agreement Express to continue to benefit from his leadership. Gardner was instrumental in securing strategic partnerships with TD Ameritrade Institutional and Fidelity Clearing and Custody Solutions which both offer the company’s seamless onboarding experience to its network of advisors. He will dedicate his time to intensifying the company’s efforts in product innovation, steering the strategic direction of the platform, and sourcing additional strategic alliances and partnerships to further scale the platform.
“I’m privileged to have this opportunity to lead the team of Agreement Express into its next phase of exciting growth and innovation,” said O’Brien. “The company has an enviable track record of innovation in financial services with an end-to-end client onboarding platform that enables customers to accelerate growth, simplify compliance, and offer a differentiated client experience. I’m excited to lead an exceptionally talented team with a focus on product expansion, broadening the depth of our team, and optimizing sales processes to accelerate business growth.”
“We are very grateful for Mike’s leadership in creating an attractive market opportunity with strong momentum at Agreement Express. Partnering with Dave O’Brien at this stage will strengthen our continued focus on growing our wealth management and payment verticals,” commented Richard Maclean, Managing Partner and co-founder of Frontier Capital, a software focused private equity firm that made a majority growth investment in Agreement Express in early 2018. “Dave has an impressive track record scaling vertical SaaS companies and we feel he is a great fit for our next stage of growth. We are excited to welcome Dave to the Frontier and Agreement Express Teams.”
Founded in 2001, Agreement Express’ digital onboarding and process automation platform has helped wealth management firms and payments service providers reimagine customer acquisition and increase retention by delivering digital client onboarding. As the only end-to-end digital onboarding platform, the company continues to gain momentum and recently announced two strategic partnerships with TD Ameritrade Institutional and Fidelity Clearing and Custody to offer integrated digital account openings to their network of advisors.
About Agreement Express
At Agreement Express, our reason for being is to deliver practically invisible digital onboarding for financial services with visible impact to your business. Our digital onboarding and process automation platform revolutionizes the onboarding experience beyond just digital forms and e-signatures, taking the complexity out of the most critical stages of the customer lifecycle. In a single platform, Agreement Express delivers the tools you need to offer clients a unified digital onboarding experience, while moving applications and transactions through appropriate workflows with robotic process automation, automated KYC, AML, risk or suitability decisioning, and compliance controls in the back end. The result is a one-click experience for clients and faster time to assets under management or payments processing. Visit www.agreementexpress.com to learn more.
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