How they describe themselves: 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 re-use 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.
How they describe their product/innovation: Every financial institution has some form of digitalization initiative, placing the customer at the core of the experience. The challenge is that large financial firms offer multiple, complex products across isolated lines of business, all mandated to effectively cross-sell products to increase wallet-share. Agreement Express will demo how our platform is used by financial institutions to unify lines of business and upgrade client experience. Our fully integrated platform allows even the largest firm to fully automate client experiences across multiple lines of business and creates guided advisor and customer experiences that realize and support digitalization initiatives.
Product distribution strategy: Direct to Business (B2B)