Say the word “automation,” and the mind’s eye may paint a picture of the machines taking over, displacing humans from the workforce and bringing a mindless quality to a task. But as David O’Brien, CEO of Agreement Express, told PYMNTS in a recent interview, merchant onboarding...
The point of onboarding is crucial — especially for merchants as they link up with payment facilitators (PayFacs) and other providers to begin accepting payments. For those providers, reviewing the merchant, assessing risk and then approving those enterprises all take time. But it’s a process...
Peter Drucker, the management guru, wrote long ago: “Strategy is a commodity, execution is an art.” As David O’Brien, CEO of Agreement Express, told PYMNTS, independent sales organizations (ISOs) need to crystallize their strategies on merchant abandonment and tackle the problem with clear-eyed execution. The...
In A Decade of Digital Transformation in 12 Months, 46 C-suite executives spoke with PYMNTS for its Q2 eBook on what the world will look like as recovery rolls on and the next iteration of normal rolls out. In this excerpt, Dave O’Brien, CEO of...
September 16, 2021
Say the word “automation,” and the mind’s eye may paint a picture of the machines taking over, displacing humans from the workforce and bringing a mindless quality to a task. But as David O’Brien, CEO of Agreement Express, told PYMNTS in a recent interview, merchant onboarding – specifically, their service providers’ risk management teams – can […]
August 27, 2021
Peter Drucker, the management guru, wrote long ago: “Strategy is a commodity, execution is an art.” As David O’Brien, CEO of Agreement Express, told PYMNTS, independent sales organizations (ISOs) need...
July 06, 2021
David O’Brien, CEO of Agreement Express, told PYMNTS in a recent Masterclass interview that when it comes to sponsor banks, the heat is on. At a high level, the sponsor...
June 23, 2021
Modernizing the back office can take many forms. For many finance leaders spearheading these initiatives, the process is all about adopting technology to automate processes and digitize data. But for...
December 06, 2022
Payments platform NMI has acquired the payment solutions of onboarding software provider Agreement Express. According to a Tuesday (Dec. 6) news release, the purchase includes the onboarding, underwriting and risk monitoring capabilities of Agreement Express. “With the addition of Agreement Express’s payments solutions, NMI has expanded its full commerce enablement offering to include world-class underwriting […]
April 19, 2021
Agreement Express, which works in Software-as-a-Service (SaaS)-based digital client onboarding and underwriting, has added Burke LaShell as its new chief technology officer (CTO), according to a press release emailed to...
April 09, 2021
Client onboarding platform provider Agreement Express has appointed Mike Winters to the role of vice president of sales, according to an announcement emailed to PYMNTS. “We’re happy to welcome Mike...
August 23, 2018
Numbers can be everything when it comes to any competitive landscape. That’s especially true when it comes to the competition for merchants in the battle to onboard them. The numbers?...
