Vancouver, BC, April 21, 2020--Agreement Express, a leading client onboarding software platform for financial services, and Practifi, a practice management solution for financial firms announce a strategic partnership.
Vancouver (InfoTech) 20-49 Employees In BC (20-49 Employees Total)
Founded: 2001
Agreement Express makes salespeople more efficient by decreasing the time it takes customers to return paperwork and by ensuring every application is submitted correctly the first time.
Vancouver, BC, November 22, 2019--Agreement Express, a leading client onboarding and transitions software platform for wealth firms, has announced its participation in Schwab OpenView Gateway.
Vancouver (InfoTech) 20-49 Employees In BC (20-49 Employees Total)
Founded: 2001
Agreement Express makes salespeople more efficient by decreasing the time it takes customers to return paperwork and by ensuring every application is submitted correctly the first time.
Vancouver, BC, September 5, 2019--Agreement Express, a leading client onboarding software platform for financial services, announces F1 Payments as its newest customer.
Vancouver (InfoTech) 20-49 Employees In BC (20-49 Employees Total)
Founded: 2001
Agreement Express makes salespeople more efficient by decreasing the time it takes customers to return paperwork and by ensuring every application is submitted correctly the first time.
Vancouver, BC, August 26, 2019--Agreement Express, a leading client onboarding software platform for financial services, has announced Zift as its newest customer.
Vancouver (InfoTech) 20-49 Employees In BC (20-49 Employees Total)
Founded: 2001
Agreement Express makes salespeople more efficient by decreasing the time it takes customers to return paperwork and by ensuring every application is submitted correctly the first time.
Vancouver, BC, May 24, 2019--Agreement Express, a leading provider of total digital onboarding for payment service and wealth management providers, announced the availability of Paya Services check and ACH offerings on the Agreement Express Unified Application.
Vancouver (InfoTech) 20-49 Employees In BC (20-49 Employees Total)
Founded: 2001
Agreement Express makes salespeople more efficient by decreasing the time it takes customers to return paperwork and by ensuring every application is submitted correctly the first time.