1. Deliver best-in-class service to your clients at
unparalleled speeds with Agreement Express
The wealth management industry is facing tumultuous changes. Market regulation, fast acting ‘robo-advisors’, and
decreased customer loyalty are impacting the way advisors run their day-to-day business. In Canada, the advisor
landscape will be rocked by the coming enforcement of CRM2. The UK market experienced over 23% shed in
advisors after the introduction of the Retail Distribution Review (RDR). Canadian firms and advisors can prevent
similar outcomes by automating the new account opening and reporting processes.
How Can Agreement Express Help?
After going live with Agreement Express, a major Canadian
investment firm cut their back-end processing costs by 600 man
hours per month and significantly improved the client-advisor
experience.
Key Benefits of Agreement Express
• Every customer’s data is automatically transposed into their unique Agreement Express Risk Scorecard,
enabling you to process their documents efficiently and with confidence.
• Improve the new account opening process by collecting client data quickly and accurately with a mobile-
responsive, digital application
• Significantly reduce account transfer time with digital signatures and automated workflows
What Our Customers Are Saying
Automated
88% of all
new customer
applications
WEALTH MANAGEMENT
“In the first two months we reduced our administrative staff from 75 people to 25; and we’re going to go lower still.”
– Hollis Wealth

2. Agreement Express is a Software as a Service platform that automates the onboarding and
underwriting processes for financial services firms. Developed with scale in mind, Agreement
Express enables organizations of all sizes to provide an incredible customer experience, while
collecting and processing infinite amounts of customer data. Agreement Express enables top
financial services firms to onboard customers faster while enabling smarter risk and underwriting
decisions in a fraction of the time. This digital process drastically reduces underwriting errors and
manual input time, allowing companies to scale at lower costs.
Global Fortune 500 companies are using Agreement Express every day to grow their businesses.
ABOUT US
15+
98%
150+
#1
Years experience in automated
onboarding and underwriting
Customer retention rate
Enterprise customers
First in time-to-value