Welcome to the Blog.
Information on everything from payment facilitators and fintech to improving your client experience and hacks for business growth.
How Agreement Express & Visa are Partnering to Change the Payments Industry
The number one trend in the financial industry today is the emergence of technology firms in the payments…
New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience
Agreement Express is an official technology solution on the Veo Open Access® platform from TD Ameritrade Institutional.
Approval Automation as a Tool for Merchant-Acquiring Business Growth
PAC-MAN™ was never a very realistic game. He would eat and eat and eat but never get any…
Turn Onboarding Operations Into a Client-Centric Experience
Today, consumers expect the same experience from their wealth management firms as they have with BigTechs. According to…
Speed: The Most Important Aspect of the Customer Approval Process
Anyone who has opened a merchant bank account can attest that the client approval process is slow and…
Improving Client Onboarding: Wealth Management
It is becoming less of a secret how important the client onboarding process is in wealth management, both…
Your Firm Will Lose the Next Generation: Exploring Multi-Generational Wealth
“We all know millennials are on the radar. There is no question, it’s one of the largest transfers…
Payment Packages and Efficiency: Key Differentiators
Traditional payments organizations have new competition. It’s not just Square and Stripe, it’s companies like Shopify and PayPal’s…
Digital Transformation is More than Just Automation
As disruptive technologies increase in prevalence within wealth management, traditional firms face a growing need for meaningful digital…
10 Ways Your Competitors Are Accelerating AUM With Digital Onboarding
Opening new accounts or transitioning client assets – or advisors – to your firm can be time consuming….
Introducing One-Click Account Opening Direct To TD Ameritrade Institutional
TD Ameritrade Institutional and Agreement Express Collaborate to Simplify Customer Onboarding Agreement Express is excited to announce…
Six Tips to Drive Merchant Applications
If there’s one thing that prevents merchants from signing up for payments offerings, it’s the application process. With…