OnboardFi transforms customer onboarding through AI-powered agents that provide white-glove service at scale. Our platform automates multi-step onboarding workflows while maintaining the personal touch that high-value customers expect.

90% of companies lose potential customers during digital onboarding, and up to 74% switch to competitors when the process is too complex. We solve this by deploying intelligent AI agents that guide stakeholders through every step - from document collection to meeting scheduling - providing 24/7 personalized assistance through natural conversation.

Our AI agents handle everything from basic form completion to complex compliance requirements, while our orchestration engine ensures smooth workflows across all touchpoints. This means your customers get consistent, high-quality guidance whenever they need it, while your team focuses on high-value activities instead of repetitive tasks.
Key capabilities:

- Voice-enabled AI agents that understand context and guide users naturally
- Dynamic workflow automation that adapts to each customer's needs
- Intelligent document processing and verification
- Automated meeting scheduling and follow-ups
- Real-time progress tracking and analytics
- Enterprise-grade security and compliance

OnboardFi

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