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Agreement Express Revenue

About Deloittes Technology Fast 500™ Deloittes Technology Nearly 500 offer a ranking of the fastest growing technology, media, telecommunications, life sciences and energy technology companies, both public and private, in North America. The winners of the Technology Fast 500 Awards will be selected based on the percentage of revenue growth in the 2014-2017 fiscal year. Mike Gardner, managing director of Agreement Express, attributes the race to digitizing financial services to improve the first critical point of contact for the customer experience with the company`s revenue growth. He said: “Asset management and payment companies are facing enormous pressure to tackle digital disruption and meet the needs of digital customers first. Digitizing the first interaction between a customer or distributor and the company can impact a company`s ability to grow its business. By automating the entire onboarding process, from application to transaction to account opening, businesses deliver the experience customers aspire to, while liquidating assets or speeding up and incurping less risk to payment processing. “Our partnership with Agreement Express is an exciting step forward in bringing incredible value to our customers,” said Adrian Johnstone, co-founder and CCO at Practifi. “We`re constantly improving our customers` experience by expanding our platform functionality, and intelligent and relevant integrations are a strategic way to do that. Our partnership means that consultants can open new accounts in a painless and efficient way, allowing for an accelerated time up to the company`s turnover. In line with our vision, RIAs and consultants can improve and grow while improving productivity and fostering deeper relationships with clients. Agreement Express is the leading customer onboarding platform for financial services. The Wealth Agreement Express platform allows asset management firms to provide their clients with a fully digital workflow for account opening, which is virtually invisible. With compliant, fillable country advisory pages, multi-custodian and proprietary forms catalog, eSignatur and much more, the Express agreement is the first end-to-end onboarding solution that delivers an exceptional customer experience while increasing operational efficiency in the back office…

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