Welcome to the Resource Hub.

Information on everything from payment facilitators and fintech to improving your client experience and hacks for business growth.

CMS Cut Merchant Approvals From Hours to Minutes With Merchant ScanXpress

Complete Merchant Solutions (CMS) isn’t just a leading provider of tech-enabled payment processing solutions, it’s also one of…

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BlueSnap SNAPS the competition with Automated Underwriting & Onboarding

When payment facilitator BlueSnap found itself on a trajectory for company growth, the company realized it needed an…

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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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Zift Testimonial

Before partnering with Agreement Express, Zift struggled with a lengthy manual merchant underwriting process. See how Zift is using Agreement Express to streamline the approval and onboarding process.

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Paya Services Testimonial

Paya Services wanted to improve the merchant experience, particularly in the onboarding process. Check out their experience after partnering with Agreement Express.

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BlueSnap Testimonial

Payment facilitator BlueSnap struggled to keep up with demand managing underwriting and onboarding manually. Learn how they automated those processes with Agreement Express.

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KYC SiteScan Testimonial

KYC SiteScan expedite merchants underwriting and onboarding

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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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Vantiv Payments Reduced Merchant Onboarding Time

Vantiv Integrated Payments (formerly Mercury Payment Systems) were able to reduce their merchant onboarding time from 120 minutes to just 5.

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HollisWealth Onboarding Automation

HollisWealth opened opportunities for their advisors and dealers with an organization-wide improved onboarding process.

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Global Payments Onboarding Automation

Global Payments combines industry-leading expertise with over 40 years of payment processing experience. This powerful combination allows them to deliver comprehensive solutions that are personalized to customer needs. Get started automated your merchant onboarding and underwriting processes now!

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