Agreement Express is the first customer boarding platform for financial services. The Wealth Agreement Express platform allows asset management companies to provide their clients with an entirely digital workflow for account opening, which is virtually invisible. With compliant advisor landing pages, a catalog of multi-custodian and proprietary forms, eSignature and more, the Accord Express is the first end-to-end boarding solution that delivers exceptional customer experiences while enabling greater operational efficiency in the back office. The platform is the first of its kind to help investment firms collect, use and reuse customer data to enhance and develop comprehensive customer experiences – so financial institutions can offer their customers a world-class digital board and grow their business. For more information on the Express agreement, see agreementexpress.com. PitchBook`s comparison feature lets you look at the most important metrics for similar businesses. Personalize the data points you want to see and create visualizations immediately. You`ll find this information in the PitchBook platform. To explore the full Profile of Agreement Express, you ask for access. Providers of a SaaS-based digital boarding platform focus on streamlining and improving the customer experience for asset management and payments.
The company`s platform enables financial institutions to design and execute consistent automated board experiences across their product offerings and channels, while providing comprehensive analytics that enable proactive and personalized customer advice to enable powerful businesses to collect, use and reuse customer data to enhance and develop comprehensive customer experiences. “We are very pleased to announce our partnership with Practifi,” said Milan Luketic, CTO at Agreement Express. “Our initial discussions showed that Practifi was committed to meeting growing market demand – the need for a safe and reliable solution that allows asset companies to quickly and accurately open new accounts and customers on board.