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. Agreement Express has an ever-increasing range of account types and services offered by some of the best companies, both in payment management and wealth management. Through our network partnerships, including the directors and acquirers you want to work with, your company can add these businesses quickly and easily. We`ve developed our extensive boarding platform to integrate it with investments already made, so you have more tools than you already have. « We are 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. Coordinating our companies` visions to change the way the new account opening process is organized and deliver extraordinary customer experiences makes collaboration a natural and exciting step. Vancouver, B.C., March 19, 2020 (GLOBE NEWSWIRE) — Agreement Express, a leading customer-onboarding software platform for financial services, and Practifi, a hands-on management solution for financial companies, today announced a strategic partnership.
. Meet customer expectations for speed and comfort with a single pack of first-class apps, even if you open multiple types of accounts. Turn on end-to-end disconnection time at any time, anywhere and on every device. PitchBook`s non-financial indicators help you measure a company`s traction and growth through web presence and social reach. Just keep an eye on customer activity and monitor operational efficiency. Meet increased compliance requirements, eliminate costs and complexity, and increase your back office with automated workflows. Provider of a digital platform based on saaS, which focuses 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.
Practifi is more than a CRM and business management platform that has been designed for growing financial consulting companies around the world. Practifi enables financial advisors, family offices and brokers to manage their client relationships effortlessly, monitor compliance and automate workflows, all through a user-friendly interface.