Stax.ai CX is designed for Third-Party Administrators (TPAs) in the retirement plan industry who face complex challenges around data management, compliance, and operational efficiency. In this introductory video, we explain the mission behind Stax.ai: to simplify the complex using AI-powered automation.
You’ll get a quick overview of how Stax.ai evolved to serve TPAs and why our Client Experience (CX) platform exists. With features like automated document workflows, integrated communication tools, and real-time compliance tracking, Stax.ai CX helps TPAs streamline operations and deliver exceptional client service.
This video also kicks off your training journey. You’ll learn how to personalize your account, manage key workflows, and make the most of the platform's capabilities—setting you up for success from day one.
👉 Let’s get started and transform how you work with Stax.ai CX.