Stax.ai CX
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About
Stax.ai offers cloud-based solutions for retirement plan administration, focusing on automation to improve efficiency and client experience. Their platform, CX, includes features like a smart inbox, workflow automation tools, a client portal, and robust document management. They also emphasize compliance and security and offer various support options. Stax.ai serves TPAs of all sizes, aiming to rehumanize essential industries by reducing paperwork and repetitive tasks.
Platform
Features
• workflow automation
• smart inbox
• document management
• customizable platform
• client portal
• payroll integration
• compliance and security
FAQs
What is CX?
Stax.ai CX is a cloud-based platform designed to streamline and automate various aspects of retirement plan administration. It helps improve efficiency, accuracy, and client experiences.
Who uses the Stax·ai CX platform?
TPAs (Third-Party Administrators) of all sizes use Stax.ai CX to manage their operations more efficiently and effectively.
What are the main features of Stax·ai CX?
Key features include a smart inbox, workflow automation tools, a client portal for improved communication, and robust document management capabilities. The platform also prioritizes compliance and security.
How does the Smart Inbox work?
The Smart Inbox centralizes all incoming communications and tasks, allowing for efficient prioritization and management.
How customizable is the platform?
The platform is highly customizable to meet the specific needs and workflows of different TPAs. This adaptability helps ensure a seamless integration with existing systems and processes.
How does CX handle payroll data?
CX securely integrates with various payroll providers, ensuring efficient data transfer and reconciliation. Specific details about data handling are available upon request.
How does CX handle document management?
CX features a comprehensive document management system for secure storage, retrieval, and sharing of client documents. Features include version control, audit trails, and secure access permissions.
How does Stax·ai’s payroll solution differ from other payroll integration solutions?
Stax.ai's payroll solution offers a more streamlined and efficient integration than many other solutions. It focuses on automation and enhanced security.
What happens if a plan sponsor’s payroll provider isn’t supported by APIs?
If a plan sponsor's payroll provider isn't supported by APIs, Stax.ai offers various integration methods to ensure seamless data flow. Contact us for detailed information on these methods.
How does CX improve efficiency?
CX significantly improves efficiency by automating many manual tasks, such as data entry, document processing, and communication, freeing up time for more strategic work.
How are tasks and projects managed?
Tasks and projects are managed through intuitive dashboards, allowing for clear task assignment, progress tracking, and collaborative efforts across teams.
Can CX automate client onboarding?
Yes, CX can automate many aspects of the client onboarding process, from initial paperwork to final account setup, streamlining the experience for both the TPA and client.
Can financial advisors collaborate within CX?
Financial advisors can collaborate effectively within CX via shared client dashboards, secure messaging, and shared document access, enhancing communication and efficiency.
How does the Client Portal improve communication?
The Client Portal enhances communication through secure messaging, document sharing, and real-time updates, facilitating clear, consistent client engagement.
How does CX help improve client satisfaction?
By automating tasks and improving communication, CX helps increase client satisfaction through faster response times, reduced errors, and improved overall service delivery.
Job Opportunities
Sales Development Representative
Stax.ai CX is a cloud-based platform that automates retirement plan administration tasks for TPAs, improving efficiency, accuracy, and client experience.
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Payroll and HR Data Specialist
Stax.ai CX is a cloud-based platform that automates retirement plan administration tasks for TPAs, improving efficiency, accuracy, and client experience.
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Accounting Assistant/Support
Stax.ai CX is a cloud-based platform that automates retirement plan administration tasks for TPAs, improving efficiency, accuracy, and client experience.
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