Welcome to the Resource Hub.

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

David the Disruptor… Oops, we meant Square

Square is disrupting the payment processing industry. Only a three-year-old payment processing startup, they now process more than $10 billion worth of…

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Business process re-engineering for financial services companies in three easy steps

The design of your onboarding processes determine the flow of information through your organizations which in turn determines…

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How can payment processors compete with Square?

Have you ever heard a customer say – “It’s going to take two weeks before I can process payments?…

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How a global payment processor onboards customers in less than a day

Have you been thinking about making improvements to your business’s day-to-day processes? Have you thought about how you…

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Dominate Your Competition in Payments

It’s no longer hip to be Square … or Stripe. You can do better than both.

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HS TEST: New Straight-Through Processing With TD Ameritrade Will Vastly Improve Client Onboarding Experience (Clone)

Agreement Express is an official technology solution on the TD Ameritrade Veo Open Access® platform, which provides advisors…

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