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OnboardXi is a valued distributor of

compelling AI-enabled technology solutions for the financial services, wealth management, and insurance industries.

 

We help drive your capabilities and technologies around a world class client experience.​

The App

Why OnboardXi

Business Conversation

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​Our solutions accelerate your lead generation, attract new clients, retain valuable team members, improve operational efficiency, and elevate your compliance procedures, all while freeing up time to nurture your clients.

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OnboardXi helps software providers connect with their target market, making it much easier for businesses to acquire critical leading edge technology to modernize, compete, and grow.

We help you Accelerate your Digital Transformation

  • Leverage new AI enabled solutions

  • Secure cloud-based storage and ensure compliance.

  • Put business on the books faster.

  • Optimize your technology spend.

  • Reduce manual processes.

  • Enhance client satisfaction and loyalty.

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Technology empowers your business...

​We empower you to solve what’s next.

Our Solutions

OnboardXi distributes technology solutions that align with your critical objectives to achieve your strategic goals ... And empowers your workforce to:

  • Elevate your customer experience

  • Ensure regulatory compliance

  • Attract new clients

  • Capture share of wallet

  • Increase retention

  • Increase satisfaction results

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ACCESS TOP SOLUTIONS THAT SOLVE YOUR BIGGEST CHALLENGES

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Our Solutions

Compliance: AI-powered
Communications Surveillance and
Archiving:

Website Engagement with
AI-Powered Lead Generation:

AI-powered client communication
archiving platform designed for
simplicity and precision
ALL of your client communication
channels connected in One Place

 
Seamlessly capture & surveille emails, iMessage with whitelisting, text messages, social media content, websites, off- channel communications, and more.
 
Meet regulatory obligations with ease with the added power of artificial intelligence
 
Effortlessly monitor and manage your data with features like iMessage and WhatsApp
whitelisting, export capabilities, bulk reviews, saved reviews, and
automated domain blacklisting.

GenAI-powered website engagement tools for lead conversions, speed, scalability, and instant engagement
 
Engage website visitors with an AI
powered assistant expertly trained
to sell and generate qualified leads

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An simple “Add-on” to your existing website that turns visitors into customers

This AI-enabled solution transforms your website into a 24/7 Sales Team:
Engages Every Visitor
Intelligently Answer Questions
Gets Smarter with Every Interaction
Works Around the Clock
Proactively Set Appointments & Leads

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Customer Experience
Processes: Customer
Fulfillment and Multi-channel
Communications:

Accelerate your digital
transformation of workflow processes
and communication capabilities

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A digital solution enabling
organizations to manage their
two-way communications and facilitate business processes


All-in-One Multi-Channel
Communications Create, Send, and Archive ALL customer communications securely
across ALL channels (print, email, SMS/text, & web) and devices

 
Elevate your Customer
Experience Management through One End-to-End Cloud Ecosystem:
- Automate the Customer Experience
- Manage two way Customer Interactions
- Build brand Loyalty and Satisfaction

Customers expect multi-channel communications and an ease of doing business - while demanding transparency and security in the process.

Who We Serve

Financial Services, Banking and Insurance firms.


OnboardXi is a valued distributor of compelling AI-enabled technology solutions for the financial services, wealth management, and insurance industries, focused on driving their capabilities and technologies around a world class client experience

AI-empowered Software providers.

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We help connect software providers with their target market to make it easier for them to sell their products. 

 

We partner with software providers looking for help with their product distribution and speed to market. We assist in distributing their technology product to organizations seeking to enhance their technology capabilities.

Financial District
Who
Contact

​Looking Forward to Starting a Conversation.

 

Connect with Us to Learn More ...

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