CX Platform
Stax.ai CX is a unified operating platform for TPAs, built to centralize communication, workflow execution, records, automation, and reporting in one system.
Instead of managing operations across disconnected tools, teams can execute daily plan administration work from one shared workspace with clearer ownership, better visibility, and more consistent outcomes.
Core CX Platform Feature Areas
Inbox and Communications
Keep client and internal communication in one place.
Reduce missed follow-ups and preserve account context.
To Do and Workflow Management
Launch, track, and complete projects and tasks across your book of business.
Improve ownership, due date accountability, and execution consistency.
Automation
Automate repetitive operational steps.
Reduce manual effort and improve process consistency at scale.
Companies, Plans, and Participant Records
Manage core operational records in one place.
Use consistent data across day-to-day workflows.
Contacts and People Management
Track key contacts, advisors, and role assignments.
Keep the right people connected to the right clients and plans.
Files and Library
Organize working files in one location.
Reuse SOPs, project templates, email templates, and forms.
Payroll and Census Workflows
Support payroll-connected operations and census collection.
Improve participant-level processing consistency.
Dashboards and Reporting
Monitor workflow completion and operational performance.
Identify bottlenecks and improve execution quality.
Integrations
Connect CX with key systems and data sources.
Extend workflows used in daily retirement plan administration.
Use Cases and Troubleshooting
Use practical workflow guides for common outcomes.
Resolve issues faster with standardized troubleshooting.
Client Portal
The Client Portal gives plan sponsors and clients a dedicated workspace to collaborate with your team without relying on scattered email threads.
Client Portal Feature Areas
Secure document exchange
Collect and share files in a structured environment.
Make required documents easier to request, track, and review.
Workflow participation
Guide clients through required steps and submissions.
Reduce back-and-forth and keep tasks moving.
Clear communication context
Keep portal activity tied to the right client and plan.
Help teams follow up faster with less confusion.
Operational consistency
Deliver a repeatable service experience for clients.
Maintain internal control over process execution.
Which features should my team start with first?
Most teams start with:
1. CX platform foundations (Inbox, To Do, and records)
2. Reporting and visibility setup
3. Automation for repeatable work
4. Client Portal rollout for external collaboration
This rollout sequence helps teams establish internal execution discipline first, then scale external collaboration through the Client Portal.