Everything used to be manual. Client onboarding was straightforward and personal. But as businesses scaled, we lost that human touch. Processes became fragmented, documentation grew complex, and teams started drowning in repetitive tasks. We knew there had to be a better way.

What started as a vision for better client onboarding has grown into an intelligent ecosystem that orchestrates the entire journey. By combining conversational AI with intuitive design, we built OnboardFi to make client onboarding feel personal again.