A strong and focused
distribution market is crucial to the financial health of individuals and businesses.
But the industry, and the players in it, are facing challenges that are causing the participants/advisors to be less effective, worse advocates, and leave the industry causing their clients and potential customers with less options for much needed guidance.
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These challenges are driven by factors such as economic uncertainty, technological advancements / confusion, regulatory changes, talent shortages and geopolitical events.
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All of these shift the focus of the advisors away from working “on their business”, causing frustration, loss of revenue, defection, and emotional stress.
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At the same time, solution providers are creating, in many cases, viable and effective alternatives but are not able to ramp and staff to offer these solutions at scale.
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The loser in these cases is not primarily the advisors, but rather the individual investors, agencies, and solution start-ups.
OnboardXi has been formed to help support the financial services distribution industry solve the following challenges:
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Technology solutions overload and mismatch
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Lack of practice management expertise
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Effective products not making it to market
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OnboardXi will:
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Market best of breed technology solutions
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Provide assessment of current technology stack – looking for efficiency and cost savings
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Make practice process alignment available and cost effective
Our Solutions
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AI-powered client communication archiving software platform designed for simplicity and precision
Seamlessly capture emails, iMessage w/ Whitelisting, text messages, social media content, websites, off-channel communications, and more.
Meet regulatory obligations with ease through the power of artificial intelligence.
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Microsoft Teams
Chat/Messaging
Apple iMessage
Text Messaging
Slack
Chat/Messaging
Chat/Messaging
Zoom Phone/SMS
Chat/Messaging
RingCentral
Voice/Messaging
MyRepChat
Chat/Messaging
Bloomberg IB
Chat/Messaging
Android SMS
Chat/Messaging
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Secure cloud all-in-one CXM platform
The virsaic™ Customer Experience Management (CXM) platform frees the flow of communication by removing the roadblocks that stand in the way of customer engagement.
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virsaic™ is the only secure cloud all-in-one CXM platform that hosts many pre-packaged applications that accelerates your organizations productivity with features such as highly configurable automation workflows, machine learning / AI, omni-channel communications, dynamic reporting and API’s for all your integration needs, minimizing the effort of digital transformation to deliver a seamless customer experience.
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Vendor product GTM strategy / plan / sales
Entering the Fin Serv / Ins distribution market with a new product and/or service can be difficult.
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Market fit, resonance, identifying target audience, crafting a value proposition, and landing your “first 10” deals are some of the challenges you may face.
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OnboardXi’s over 100 years of experience in the Fin Serv / Ins space will help you navigate these waters up to and including providing distribution for your product/service.
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This is a bespoke offering
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