When Was the Last Time You Got Excited About Onboarding?

Many wealth management organizations are still using antiquated manual onboarding processes that frustrate customers and employees alike. Watch our Wealth Management Overview Video to learn how Agreement Express helps you:

  • Open new accounts faster
  • Check on application status in real time
  • Complete account transitions in hours, not days
  • Generate a single multi-custodian client signing package in one system

Eliminate the frustration associated with manual processes while improving NIGO rates and time to revenue with Agreement Express. Watch the video to learn more!

Book your demo today