AI for client onboarding - AI tools

Sonny9 is an AI agent that streamlines client communications, onboarding, and information intake for professional services firms, integrating directly with their existing websites.

• Paid
• From 190$

Runday.ai offers transformative AI agents that enhance client interactions for sales, service, and marketing, optimizing growth and efficiency.

• Freemium
• From 500$
• API

Onboard.io is a comprehensive customer onboarding and implementation platform that automates launch plans, streamlines collaboration, and provides 360° visibility for all stakeholders to ensure successful client onboarding.

• Paid
• From 499$

Steno AI offers an interactive, personalized, and branded AI experience directly within your platform, enhancing user engagement and operational efficiency.

• Contact for Pricing
• API

AGENT AI is a comprehensive AI chatbot solution that provides 24/7 customer engagement, lead qualification, and automated appointment booking for businesses across multiple industries.

• Paid
• From 799$

Frame AI is an enterprise platform that transforms unstructured customer data like calls, emails, and chat transcripts into actionable intelligence using advanced AI and natural language processing.

• Contact for Pricing

Onnix is an AI-powered platform designed to enhance the productivity of banking teams by automating tasks and providing quick, accurate data analysis and content generation.

• Contact for Pricing

Flowsell.ai is an automated client retention platform that uses AI to re-engage inactive customers, manage bookings, and boost reviews for service-based businesses like salons, spas, and dental clinics.

• Usage Based
• From 3$

Outter offers a plug-and-play, pre-trained AI engine to enhance business growth, efficiency, and customer satisfaction, delivering tailored AI solutions in weeks, not years.

• Contact for Pricing

WINN.AI streamlines sales processes with AI-powered summarization and follow-up features, improving CRM integration and efficiency.

• Free Trial
• From 59$

Parthean is an AI-powered financial planning platform that streamlines client onboarding, data extraction, and financial analysis for financial advisors, combining paraplanning capabilities with comprehensive client management tools.

• Contact for Pricing

EBI.AI offers an AI-powered customer assistant platform to help businesses improve customer service, increase capacity, and reduce costs. Launch an AI assistant in minutes or utilize their team for comprehensive AI solutions.

• Usage Based

Intelligent AI is a custom AI solutions provider offering services including chatbots, content creation, workflow automation, and LLM development with a focus on business efficiency and digital transformation.

• Paid
• From 1000$

Ribbo AI specializes in creating customized AI chatbots that leverage your business's unique data and tone of voice to handle a significant portion of customer support inquiries.

• Freemium
• From 20$
• API

Oliv.ai is an AI-powered sales management platform that automates deal tracking, forecasting, and coaching for sales teams. It uses AI agents to analyze sales interactions and streamline workflows between managers and representatives.

• Freemium
• From 299$