Improving the way business agreements are completed Product Tour

Case Studies

Billing Tree

Doing the same work twice and re-entering information into a CRM just doesn’t make sense. Billing Tree eliminated 80% of errors on forms and all data entry over night.

Learn how leading independent sales organization Billing Tree, implemented Agreement Express to automate their merchant agreement process.

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Questrade

Questrade reduced its abandonment rate by 30% by allowing customers to open a new account online in real time without having to print and fax documents.

Learn how Questrade Inc., Canada's fastest growing online brokerage firms implemented Agreement Express to accelerate and automate their new account openings process and streamline their client experience.

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M&T Bank

By activating the seamless integration to validate employees’ legal right to work with The Department of Homeland Security, M&T removed an otherwise laborious repetitive legal compliance task.

Learn how M&T Bank, one of the top 20 largest commercial bank holding companies with over 14,000 employees and 700 branches throughout the US, implemented Agreement Express to streamline their new employee on-boarding process.

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