To succeed in the modern world, financial services firms need to deliver higher levels of customer service than ever before—service that has to be digitally enabled to match modern lifestyles and begins with a great onboarding experience.

Agreement Express helped financial services firms deliver an outstanding customer experience. From enabling new accounts to be opened in hours instead of weeks to eliminating time-wasting paperwork, the company’s digital onboarding software platform made client onboarding intuitive and effortless. This accelerated growth, reduced operational expenses, and simplified compliance.