What happened, how clients feel, and what to do next.
FinXOS brings three things together in one place: the status of every client's work, how the client feels about it, and a clear next step for the person who can act.
What happened
Status, milestones, open items and every message, pulled from the systems your firm already runs.
How clients feel
Sentiment, responsiveness and effort, measured at each milestone so frustration shows up early.
What to do next
Recommendations in front of the advisor or service team member who can act on them.
Keep clients informed without burning out your team.
Compliant client messaging Live in the platform today
In-app and text messaging in one supervised thread the firm owns, kept with the client record when an advisor changes.
Connection to your message archive Built with you
Client conversations sent to the archiving tools your compliance team already uses.
One view of every account, for the life of the client Built with you
Life insurance, investments, the financial plan and every conversation together, connected to your carriers, custodians and planning tools.
Branded client app Live in the platform today
iOS, Android and web, on your brand. Clients open an app, not another desktop login.
Live status in plain language Live in the platform today
Every stage explained the way a client would say it: "Underwriting usually takes 5 to 10 business days. Nothing is needed from you."
Proactive updates Live in the platform today
Automations send the right message when a stage changes, so clients hear news before they think to ask.
Document requests and checklists Live in the platform today
Ask one client or many for what's missing, with reminders until it arrives. Tax season collection included.
Client sentiment Live in the platform today
Short check-ins at milestones flag frustration early, before it turns into a lapse or a transfer out.
Prioritized inbox for advisors Live in the platform today
Accounts ranked by urgency, sentiment and time waiting, plus a weekly email of who needs attention.
E-signature inside the journey Built with you
Signature requests that appear as an action item in the client's tracker, using the e-signature tools you already run.
What clients see
- check_circleYour brand, on their phoneA modern app they'll actually open.
- check_circleWhere things stand, right nowWho is holding things up, and what happens next.
- check_circleOne-tap action itemsUpload a pay stub, sign a beneficiary form, book a review.
- check_circleOne place to ask questionsNo phone tag and no hunting for the right email.
What advisors get
- check_circleFewer status callsClients check the app instead of the phone.
- check_circleA clear list of who needs themRanked every morning, with the reason why.
- check_circleEvery conversation in one placeCaptured on one channel, and kept when an advisor changes.
- check_circleA framework for new advisorsStandard stages and automations help newer reps ramp faster.
The whole story on every account, and what to do next.
Status, the conversation and client sentiment side by side, with suggested next steps for the advisor to review.
See FinXOS on your own journeys.
We'll map one of your client journeys and show you what your clients would see.