Stax.ai
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About
Stax.ai is an AI-driven platform designed to revolutionize workflows for Third-Party Administrators (TPAs) in retirement planning. It eliminates manual busywork, enhances plan sponsor satisfaction, and addresses compliance challenges. The platform offers two core products: Client Experience (CX) and Trust Accounting. CX is an all-in-one client experience and plan administration platform that streamlines operations by automating repetitive tasks like census collection, email follow-ups, and data reconciliation. It features an AI-powered Smart Inbox for email management and task creation, integrates with over 200 payroll providers, and offers a unified client portal for secure collaboration. Trust Accounting streamlines processes with AI-driven automation for brokerage statement filing, automated data extraction, and asset reconciliation. Stax.ai helps TPAs scale faster by automating deal flow and onboarding, boosting margins with automated trust reconciliation, ensuring seamless 3(16) payroll processing, and centralizing communications. It is built for efficiency, compliance, and an improved client experience, supporting TPAs of all sizes.
Platform
Features
• integrated crm and project management
• trust accounting: asset reconciliation
• trust accounting: automated data extraction (from financial statements)
• trust accounting: automated brokerage statement filing
• unified, branded client portal for collaboration
• payroll and census data collection (200+ integrations, manual upload with ai scrubbing)
• automated workflows (census collection, email follow-ups, data reconciliation)
• ai-powered smart inbox with auto-responses and task creation
FAQs
What is CX?
CX is an all-in-one client experience and plan administration platform for retirement TPAs. It combines email automations, project management, CRM, and payroll integration to streamline operations and reduce manual tasks.
Who uses the Stax·ai CX platform?
CX is ideal for TPAs of all sizes, from firms managing 100 to over 10,000 plans. Its scalability and automation help TPAs enhance operations, lower costs, and improve client service.
What are the main features of Stax·ai CX?
Smart Inbox (AI email/task), Project Management, CRM, Client Portal, Payroll Integrations (200+ providers), Custom Reporting, and Secure File Storage (SOC 2 Type II compliant).
How does the Smart Inbox work?
It integrates with Outlook/Gmail, uses AI to create tasks, suggest responses, track client sentiment, link emails to client records, and attach files based on requests.
How customizable is the platform?
The platform offers extensive customization, including workflows, task automation, custom reports, third-party tool integration via open API, and branding with your firm’s logo and colors.
How does CX handle payroll data?
It integrates with 200+ payroll providers for automatic parsing. For non-integrated providers, reports can be uploaded manually, and the system remembers field mappings for future uploads.
How does CX handle document management?
CX provides secure file storage and transfers (SOC 2 Type II compliant). Files are cloud-stored with daily backups, and client data is exchanged through a secure, branded client portal.
How does Stax·ai’s payroll solution differ from other payroll integration solutions?
Stax.ai covers 100% of the market. It supports API connections to 200+ providers and allows direct payroll report uploads from any system, standardizing them automatically via Document AI.
What happens if a plan sponsor’s payroll provider isn’t supported by APIs?
Our system allows direct payroll report uploads through the client portal. Our document AI technology standardizes these reports for census data and 3(16) payroll functions.
How does CX improve efficiency?
Stax·ai CX offers centralized project management, generating tasks from emails or predefined workflows, tracking them, and assigning with automated reminders for deadlines.
Can CX automate client onboarding?
Yes, CX automates key workflows like onboarding and census data entry, allowing clients to upload data directly into the platform for validation and processing.
Can financial advisors collaborate within CX?
Yes, financial advisors can securely access and collaborate on client plans, reducing communication gaps and improving client service.
How does the Client Portal improve communication?
The fully branded client portal allows secure file uploads, task tracking, and census data submission, keeping clients updated in real-time without the need for manual follow-ups.
How does CX help improve client satisfaction?
By automating tasks and centralizing communication, Stax·ai CX offers faster, more accurate service. The platform’s "Pulse" score helps TPAs proactively address client needs.
How does CX handle document signing?
It includes an integrated signing tool for documents, allowing TPAs and clients to complete and sign forms directly within the system, streamlining document management.
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