OnboardFi

OnboardFi is a cutting-edge platform designed to streamline and enhance customer onboarding processes. By leveraging AI agents, OnboardFi organizes all customer-shared content in a single workspace, enabling businesses to efficiently win sales and onboard customers. This innovative solution transforms the onboarding experience with features like task and time tracking, project management, and a multi-project command center. These tools help businesses track implementation progress, identify bottlenecks, and ensure smooth customer interactions.

OnboardFi offers a range of features that cater to various business needs. The platform includes a customer portal for seamless interactions, implementation analytics for tracking time-to-value metrics, and a custom agent builder for creating tailored AI specialists. Additionally, OnboardFi provides smart notifications, an ROI tracker, and enterprise-grade security to protect sensitive customer information.

Businesses choose OnboardFi for its ability to transform client onboarding through AI-powered automation and personalization. The platform offers onboarding insights, seamless integration with popular business tools, and a customer success portal for personalized dashboards. With over 200 integrations, OnboardFi ensures a unified workflow that adapts to each customer's unique requirements and timeline.

OnboardFi's AI-powered implementation tools include Action Agent, ScreenShare Agent, and Video-to-Video Agent. These agents handle customer interactions, execute system tasks, and provide human-like conversations on demand. This allows businesses to scale their onboarding processes efficiently while maintaining high-touch, white-glove service.

OnboardFi offers flexible pricing plans that scale with your business needs. The Basic plan is ideal for companies onboarding fewer than 5 clients monthly, while the Pro plan offers advanced features and superior performance. The Growth plan is designed for scaling companies requiring advanced automation and customization. For large organizations with complex requirements, the Enterprise plan provides maximum customization, security, and support.

OnboardFi is the first implementation platform with AI agents that work for you. These agents execute implementation tasks, providing true automation and infinite implementation capacity. This hybrid workforce multiplier helps businesses measure and reduce time-to-value, making OnboardFi a valuable tool for enhancing customer onboarding processes.