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…

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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.

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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…

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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…

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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…

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Improving Client Onboarding: Wealth Management

It is becoming less of a secret how important the client onboarding process is in wealth management, both…

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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…

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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…

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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…

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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….

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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…

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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…

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