SOURCE: Agreement Express Inc

Agreement Express Inc

August 10, 2016 12:00 ET

Agreement Express Releases Their Wealth Digitalization Research Newsletter Featuring Insights From Gartner

VANCOUVER, BC--(Marketwired - August 10, 2016) - Agreement Express, leading customer onboarding platform for the financial services industry, has released a comprehensive research newsletter focused on wealth digitalization which features research from Gartner.1 The newsletter is tailored to wealth professionals looking to evolve and adopt cutting-edge technology to remain competitive, improve experience and thrive in the digital age.

The in-depth content features Gartner research along with Agreement Express' own unique industry insights on the rapidly changing wealth management landscape and how technology is playing a significant role in the transformation of wealth firms today. The newsletter provides wealth professionals with the tools and insights they need to start the digitalization process. The newsletter comes at a time when emerging technologies, elevated customer expectations and an increasingly rigorous regulatory environment are all contributing to the evolution of the wealth management industry.

Key highlights and insights from the newsletter:

  • Changes in client demographics, a more complex competitive environment and increasing regulatory compliance requirements represent key challenges for firms trying to profitably and effectively deliver the next generation of wealth management service
  • Integrating a customer onboarding platform is a strategic investment for wealth management firms. By leveraging the data from a complete onboarding platform, firms can increase insight, improve the client experience and make faster decisions
  • Current wealth management models fail to meet client expectations in five key areas. Gartner research included in the newsletter provides insight into the key areas wealth firms need to focus on to be successful
  • Digital Signature solutions won't solve client onboarding problems in your organization. If anything, you put your firm at risk by being boxed into a single solution that stunts the scalability of your organization

To access the full newsletter and additional insights from Agreement Express visit:

1 Gartner, How to Build the Foundation for Digital Transformation in Wealth Management, 11 November 2015

About Agreement Express
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. Agreement Express enables Fortune 500 financial institutions around the world to provide best-in-class digital onboarding to their clients and grow their business.

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