Streamline New Account Opening with Agreement Express and TD Ameritrade Institutional

May 1, 2019


Recorded on: May 7, 2019

With automated workflows from Agreement Express and TD Ameritrade Institutional your firm can eliminate the complex and manual steps in your current client onboarding process and automate them for simplicity. In plain terms, automated onboarding is a paper-free, streamlined approach that lets you open accounts faster.

Wondering how exactly it works? Register for our upcoming webinar for in-depth overview.

What you’ll learn

Who we are (we think we’ll hit it off)
What is automated onboarding
How Agreement Express and the Veo® platform work together
How long will it take to implement automated onboarding at your firm (Spoiler, it takes weeks, not months!)