Agreement Express Previews Latest Product Release at FinovateFall 2016

The latest release allows financial firms to implement the digital onboarding platform in only two weeks

TORONTO, Sept. 15, 2016 /CNW/ - Agreement Express, the leading client onboarding platform for financial services, previewed their latest product release on the global stage at FinovateFall. The intuitive software builds on the company's decade of success in onboarding and allows any financial services firm, regardless of size, to implement the platform in only two weeks.

Agreement Express CEO, Mike Gardner, took to the stage to demonstrate how the platform enables some of the largest brands in the financial services industry to significantly streamline operations. The latest release allows users from multiple departments to collaborate and complete complex client onboarding tasks in just minutes.

As financial firms look to digitize, speed of implementation is becoming a critical differentiator. Agreement Express is answering this demand by implementing a digital foundation that transforms operations and significantly improves customer experience in only two weeks. Financial firms will be able to effectively and efficiently connect with clients by uniting front-line advisors, back-office teams, and operations in one powerful platform.

"This is the next generation of our platform and the first-of-its-kind to answer the unique business needs and challenges of financial firms." Mike Gardner, CEO of Agreement Express explains, "this platform will be transformational for firms looking to remain competitive and offer the best digital onboarding experience to their clients."

Features of the platform include:

  • Comprehensive data management that seamlessly moves across lines of business
  • Workflow and business rules seamlessly configured in hours, not months
  • The most instinctive digital signature for client onboarding
  • A responsive and intuitive user interface

The latest release of the Agreement Express platform will be available to financial firms later this fall. To learn more about Agreement Express visit:

About Agreement Express

Agreement Express is the leading client onboarding platform for financial services. The Agreement Express platform allows financial institutions to design and execute consistent automated onboarding experiences across their product offerings and channels, while providing deep analytics that enable proactive and personalized client advice. The platform is the first of its kind to help top performing firms gather, use, and reuse client data to improve and evolve rich customer experiences. Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital onboarding to their clients and grow their business.

SOURCE Agreement Express

Image with caption: "Agreement Express (CNW Group/Agreement Express)". Image available at:

For further information: Media contact: Alysa Kanani, Agreement Express,

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