Agreement Express provides a solution to accelerate merchant boarding and drive scalable risk underwriting. The Merchant ScanXpress solution is designed for Wholesale ISOs, payment facilitators and ISVs to customize their scoring model based on their unique business needs across all merchant segments and the firm’s specific appetite for risk.
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UserGuiding
Score 9.8 out of 10
Small Businesses (1-50 employees)
UserGuiding helps companies to improve product adoption by designing interactive user onboarding flows. Non-technical people can create step by step product walkthroughs, without any coding. UserGuiding also provides analytics to track the performance of the tours, segmentation to create more personalized experiences, NPS for capturing feedback, and onboarding checklists for a wholesome onboarding experience. From Red Ventures to Young Capital, thousands of companies trust UserGuiding.
Agreement express is very well suited in places for multinational companies whose revenues are peaking and there are strong chances of encountering fraud along the way. While also being able to monitor each client with their overall scores and able to check for red flags. The Quickest KYCs and screenings come hand in hand with multinational companies for sure.
I would recommend this to teams who have multiple people who can work together in getting the necessary source codes input, the guides built, and the parameters identified. I would also recommend this product to anyone who is primarily concerned about price. Compared to competitors, the price vs the feature set was by far the best out of the 6 companies I demoed with. If one person is trying to get this set up and it isn't part of their full-time job, it will take a while because there is a pretty big learning curve as to what order to do things. Further, once the basics are set up, it does take a fair amount of time and testing to build the walk-throughs, especially if you want to use advanced logic
The initial setup process isn't as transparently intuitive as it was sold
It's a fairly large barrier to entry for one person to get the guides set up
We weren't instructed how to 'turn off' the URL hits until we had our parameters segmented so the first two months we hit our limits before anything was even launched on our end. That made testing hard.
The one thing I loved about the agreement express over AuditGenius was the organization of loans to be audited, it is very organised as per the client and his portfolio and shows up flags while the AuditGenius has the list and seems very odd. But also in customer usage, I found many of my business partners using agreement express for the quick onboarding and also for ROI which indeed gave me a strong feeling about the application.
By far the best price for the available features. They had a really easy demo scheduling process (and had availability to demo within a day or two where some of the other products were a week+ to schedule). You can build unlimited guides and if you don't hit your user limit because you failed to identify target parameters at the start, that is a huge selling point ;)
We lost two months due to running out of 'hits' before we were able to target the right fields. This was partly our fault for not having enough time to dedicate to it, but it would have been helpful to have a 'pause' button or be told to look out for this scenario.
We canceled our account after 4 or 5 months because I, as the sole user on our team, didn't have nearly enough time to build out the guides the way we had envisioned. It wasn't quite as easy to understand as I'd hoped. It was doable, but a slow process and I got too busy with other pressing issues with my company.
It would have been a good ROI for the available features and price if I'd had a solid amount of time to really build it out and understand it better. The training options could have been a lot more user-friendly to help bridge that knowledge gap.
