CEO @agreexp // Onboarding automation software for financial services. #Payments #Wealth #Insurance
Vancouver, BC
Joined May 2009
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- Following835
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We surveyed over 600 US-based RIAs about how they are using technology to onboard new clients. Among the findings, 80% of advisor time is spent on non-revenue generating tasks. Check out our new infographic to learn more. bit.ly/2YgXzN0 #RIAs #onboarding
Time to rethink your onboarding. teapawt.org/agreexp/status/1102618… @TDA4advisors #WealthManagement
Onboarding is more than digital forms and e-signatures. Automate the entire client onboarding process straight-through to Veo One® with @agreexp for @TDA4advisors bit.ly/2tO7bAy #digitalonboarding #automation #wealthmanagement
Still using paper to open accounts with @TDA4advisors? Learn more about our straight-through processing by @agreexp for the Veo® Platform from TD Ameritrade Institutional. bit.ly/2t4q0PT #digitalonboarding #automation #wealthmanagement
teapawt.org/agreexp/status/1092777…
Still using paper to open accounts with @TDA4advisors? Learn more about our straight-through processing by @agreexp for the Veo® Platform from TD Ameritrade Institutional. bit.ly/2t4q0PT #digitalonboarding #automation #wealthmanagement #goodbyepaperwork
With increased scrutiny around the corner, it pays to be prepared. A proactive approach, using compliance by design, can lessen the burden. Chat with us to find out how. bit.ly/2D53IC2 #RIA #compliance #risk #onboarding
Visit our team at TDA LINC teapawt.org/agreexp/status/1091369…
Re-keying of client data across systems is costly, expensive, and can delay client applications. Ask us how you can unify client data - from client to asset custodian. bit.ly/2Trnlv4 #RIA #nationalLINC #onboarding #goodbyepaperwork
As I read articles about people “perfectly timing their cash out from bitcoin” I’m left wondering - if bitcoin is a legitimate currency when do I cash out from@ cash? #stillAgamble #longwaytolegit #Bitcoin
Remember these images when the over abundance of blockchain companies end up in a similar heap #OverHyped flipboard.com/@flipboard/-ch…
#strongerTogether Well done. Apple enabling emergency AT&T LTE in Puerto Rico using Google's Project Loon balloons 9to5mac.com/2017/10/20/iphon…
Top 200 ranking for the team on the Profit Top 500. Nicely done team. @agreexp canadianbusiness.com/profit5…
3 ways business can leverage #AI: customize client experience, detect fraud, increase engagement. #fintech tgam.ca/2xDyMFF
At @agreexp we've been working hard to make Wealth Management Broker Transitions incredibly easy. bit.ly/2wGMvh6 #productivity
Always an honour to present at #TechTO, you can check out my presentation youtu.be/25jp4UTrBfg - big thanks to @alexandernorman and team
So Bob @cybersecboardrm , who are you betting Apple will go with? #Google #Apple teapawt.org/cybersecboardrm/status…
Great program @ingenico! What a fabulous way to give back! teapawt.org/ingenico/status/900491…
Ingenico and @ANZ_AU showcase #contactless #payment acceptance during the #Cancer Council Campaign #daffodilday bit.ly/2xtEM2T
That's nothing short of awesome @hootsuite teapawt.org/hootsuite/status/90011…
Why I love super-demanding customers that want everything for free: owl.li/WC8z30eA0fI Hootsuite CEO @invoker via @LinkedIn
So proud of the Agreement Express @agreexp team. Top 50 of British Columbia's fastest growing companies! @BIVnews issuu.com/bivmediagroup/docs…
Excellent article @pymnts well done. teapawt.org/pymnts/status/89977587…
