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Constant status calls
Clients call and text because there's no other way to find out where things stand.
"Where is my policy?"
The Experience Operating System for financial firms
Your clients are waiting on news. Your advisors are paying the price.
FinXOS gives every client a branded app that shows exactly where their life insurance application, financial plan or new account stands. Status calls drop, conversations stay on one channel your firm can supervise, and advisors get their time back for the advice clients pay for.
★★★★★ 4.9 client app rating
Supervised client messaging
SOC 2 Type II and HIPAA
G2 Easiest to Do Business With
Sound familiar?
The advice is great. The experience around it is harder than it needs to be.
Clients judge you on how it feels to work with you. When they can't see what's happening, they call, they worry, and they start to second-guess the decision they made with you.
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Weeks of underwriting silence
Between application and issue, the client sees nothing. Every quiet week is a week they wonder.
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Conversations off the record
Clients don't read email, and texting from a personal phone isn't something compliance can supervise.
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Too many places to check
Pending screens, carrier sites, custodian logins, planning tools. Answering one question means a tour of all of them.
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Chasing the same documents
Missing forms and records stall cases for weeks, and someone has to keep following up by hand.
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Surprised by unhappy clients
You find out a client was frustrated when a policy lapses, a case goes unfinished or assets transfer out.
Three journeys, one tracker
Show clients every step of the work they can't see.
FinXOS tracks the client journeys that generate the most "what's going on?" calls, in plain language, on your brand.
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Life insurance and underwriting
Application to policy issue, including exams, medical records and underwriting decisions.
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Financial plans
Discovery to implementation, with document collection that keeps momentum between meetings.
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Account opening and rollovers
Paperwork, signatures, transfers and funding, until the money is invested.
Account journey arrow_forwardCompliant client communication
Every client conversation, on the record.
Clients want to text. Your compliance team needs to see it. FinXOS gives both sides one channel the firm owns, so advisors never have to choose between being responsive and being supervised.
$2B+in fines U.S. regulators have issued to financial firms since 2021 over client communications kept off approved channels.
Source: IQ-EQ, Carlton Fields roundups of SEC off-channel enforcement, 2024 to 2025.
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One channel the firm owns
App and text messages land in a single thread on your platform, not on an advisor's personal phone.
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Stays with the firm
When an advisor leaves, the full conversation history stays with the client record and transfers to the new advisor.
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Set up with your compliance team
Supervision, approved templates and retention are configured to your firm's requirements before launch.
One view of the whole relationship
Every account and every conversation, for the life of the client.
The first application is only the start. FinXOS can bring a client's life insurance, investments, financial plan and communication into one place, so clients and advisors see the whole relationship, year after year.
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Life insurance
Policies in force, coverage reviews and new applications in progress.
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Investments
Accounts across custodians, transfers and funding, in one view.
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Financial plan
Goals, milestones and the documents behind them, kept current.
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Communication
Every message on one supervised channel, across every account.
Built with youConnected to your carriers, custodians and planning tools in phases, starting with the journey that matters most.
The Experience Operating System
One system for everything after the client says yes.
Your CRM stays the system of record. FinXOS runs the client-facing experience on top of it.
Engage
Keep clients informed before they have to ask, with live status and proactive updates.
Protect
Keep every client conversation on one supervised channel the firm owns.
Prioritize
Show who needs attention next and why, using status and how each client feels.
Retain
One view of the whole relationship, smoother advisor changes, and clients who stay for life.
Proven at scale
Built on a platform clients already open and use.
FinXOS is built on XOS, the Experience Operating System from Case Status®, the client experience platform trusted by law firms nationwide to keep clients informed through long, complex processes.
4.9 ★App store rating from clients
1M+People on the platform
SOC 2 Type IIIndependently audited security controls
G2 2026Easiest to Do Business With
Platform figures reflect Case Status results with legal customers.
Your clients deserve better. Your advisors do too.
If being easier to do business with is on your roadmap, we'd welcome the conversation.