At Agreement Express, our reason is to provide a virtually invisible digital embedded for financial services that have a visible impact on your business. Our digital self-help and process automation platform revolutionizes the embedded experience beyond digital forms and electronic signatures and removes the complexity of the most critical phases of the customer lifecycle. In a single platform, Agreement Express provides the tools you need to deliver a unique embedded digital experience to customers, while moving applications and transactions through appropriate workflows with robotic process automation, automated KYC, AML, risk or adequacy choices, and back-end compliance controls. The result is a one-click experience for customers and a faster time for managed assets or payment processing. Visit www.agreementexpress.com to learn more. Press: Alysa Kanani, PR Manager, media@agreementexpress.com Sales: sales@agreementexpress.com O`Brien led Zywave, a well-known provider of insurance solutions, and is an integral part of the launch of a SaaS platform, which has made the company the industry leader and generated annual revenue of nearly $100 million. A founding member of the Zywave team, he was promoted to CEO in 2013 and successfully oversaw double-digit organic sales growth, overseeing four acquisitions and two exits for private equity investors. O`Brien has been named one of SaaS`s top CEOs by the SaaS Report in 2018. .
How they describe their product or innovation: each financial institution has a form of digitization initiative that puts the customer at the centre of the experience. The challenge is for large financial firms to offer several complex products in isolated industries, all of which are forced to sell products efficiently in order to increase their portfolio share. Agreement Express will show how our platform is used by financial institutions to consolidate activities and improve the customer experience. Our fully integrated platform allows even the largest company to fully automate customer experiences in multiple business areas and create guided experiences for consultants and clients who carry out and support digitization initiatives. VANCOUVER, BC (February 28, 2019) – Agreement Express, a leading provider of SaaS-based digital boarding platform for the financial services industry, today announced that Dave O`Brien has joined the company as CEO with immediate effect. O`Brien`s strategic mandate will be to further accelerate the momentum of Agreement Express and lead the next phase of transformative growth.
