FAqs
CX
General information
The Inefficiency of Manual Payroll Systems
What is CX?
Who uses the Stax·ai CX platform?
What is CX?
Who uses the Stax·ai CX platform?
Platform Features
What are the main features of Stax·ai CX?
How does the Smart Inbox work?
How customizable is the platform?
How does CX handle payroll data?
How does CX handle document management?
How does Stax·ai’s payroll solution differ from other payroll integration solutions?
What happens if a plan sponsor’s payroll provider isn’t supported by APIs?
What are the main features of Stax·ai CX?
How does the Smart Inbox work?
How customizable is the platform?
How does CX handle payroll data?
How does CX handle document management?
How does Stax·ai’s payroll solution differ from other payroll integration solutions?
What happens if a plan sponsor’s payroll provider isn’t supported by APIs?
Workflow Automation
How does CX improve efficiency?
How are tasks and projects managed?
Can CX automate client onboarding?
How does CX improve efficiency?
How are tasks and projects managed?
Can CX automate client onboarding?
Collaboration and Client Experience
Can financial advisors collaborate within CX?
How does the Client Portal improve communication?
How does CX help improve client satisfaction?
How does CX handle document signing?
Can financial advisors collaborate within CX?
How does the Client Portal improve communication?
How does CX help improve client satisfaction?
How does CX handle document signing?
Compliance and Security
How does CX manage compliance and testing?
Is CX secure?
How does CX manage compliance and testing?
Is CX secure?
Pricing and Support
What support does Stax·ai offer during onboarding?
What are the pricing options?
When should TPAs start using CX for the 2024 plan year?
How does the migration process work?
What support does Stax·ai offer during onboarding?
What are the pricing options?
When should TPAs start using CX for the 2024 plan year?
How does the migration process work?
Interested in learning more? Explore our product guides.
For more detailed information or assistance, please contact a CXpert.