• Case Study: Wealth Management
  • Solution Brief: Improve Contract Management Workflows

Improve Your Operating Margins by Automating the Account Opening Process

Leading organizations in Insurance, Wealth Management, Merchant Card Services, Equipment Leasing and more are turning to Agreement Express to improve their Operating Margins.

Signing up a new client or processing a client renewal can often be a paper-intensive, expensive and time-consuming process.

Some of the paper-process inefficiencies include:

  • Sales people chasing paperwork instead of driving revenue
  • Lack of visibility into "in-flight" agreements
  • Expensive shipping costs
  • Significant labor costs for data error-checking and correcting
  • Re-keying information from completed contracts into internal or external back-office systems
  • Delays in time-to-revenue due to lengthy processes
  • Poor customer experience

Agreement Express solves these business problems by fully automating the customer on-boarding process, from contract publication to completion, through to automatically storing completed contracts into back-office systems.

Sales people have more time to sell, expensive manual labor and shipping costs are removed from the contract process, and your time to revenue is shortened.

Contact us to learn more

Automate Paper-Based
Approval Processes

Improve Operational
Margins by Automating
Contract Workflows.

Automating Contract Workflows
Access Case Studies

Success
Case Studies

Questrade Inc.

Reduced Operating
Costs by 50%

Access Case Studies Case Studies

Agreement Express for
Employee On-Boarding

Paperless Employee On-Boarding

Automate Department of
Homeland Security I-9
verification process.

Paperless Employee On-Boarding

Customer Testimonial

"With Agreement Express we have eliminated the old world style of processing paper-based applications through the mail. Now clients simply have to finish the application, press a button and they are ready to start trading.”

- Kuldar Lindvere Data Analyst, Questrade

1133 Melville Street, Suite 730
Vancouver, BC, V6E 4E5
1.877.247.3397

5 Concourse Parkway, Suite 3000
Atlanta, GA, 30328
770.353.0709

London W11 3DS
020 3239 9898



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