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Questrade Automates The New Account Opening Process

Recombo Paperless New Account Opening Case StudyLearn how Questrade implemented Agreement Express by Recombo to accelerate and automate their new account openings process and streamline their client experience.

DOWNLOAD THE CASE STUDY TODAY
and learn how Questrade:

  • Increased revenue, new accounts openings have more than doubled
  • Reduce abandonment rates of lost opportunities of new accounts by 30%
  • Increased productivity, reducing traditional methods of data entry associated with paper-based documents
  • Improved ROI, reducing salary costs by 50%

"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