Building the RIA Platform of the Future
Wealth management technology continues to evolve at a lightning-quick pace, but as an advisor, it can be overwhelming to wade through the sheer…
Wealth management technology continues to evolve at a lightning-quick pace, but as an advisor, it can be overwhelming to wade through the sheer…
In acquiring, the merchant onboarding process is often rendered into bits and bytes. A digital forms solution here, an eSignature solution there, and…
Traditional payments organizations have new competition. It’s not just Square and Stripe, it’s companies like Shopify and PayPal’s Business in a Box that…
Real-time Approvals for the Modern Merchant Offering same-day merchant approvals, or even doing so within minutes, has become table stakes in merchant acquiring….
Recent Accenture research revealed that 40-60 percent of today’s onboarding tasks could be automated with digital technologies1. Many wealth management firms have taken…
There’s a good chance your wealth management firm already has a detailed process in place for onboarding clients into your firm. But when…
This morning we announced a significant growth equity investment in Agreement Express made by Frontier Capital. The investment will aid in supporting and…
Square, Stripe, and PayPal have become the poster children for the new acquiring era of payment facilitation. Less than ten years ago, these…
Three things we learned about WealthTech at IMPACT 2017 This month the Agreement Express team attended the Charles Schwab Conference in Chicago, where…
Customer experience, or as it’s more commonly known these days, “CX”, has been a hot payments trend for the last couple of years….