OnboardFi
Bobby Gilbert is an experienced entrepreneur with a strong background in startup development and sales. Currently serving as the Founder of OnboardFi since January 2024, Bobby is focused on transforming client onboarding through AI-powered automation. Previously, Bobby co-founded and led FundStory as CEO, facilitating access to non-dilutive capital for startups. Bobby's entrepreneurial journey began with the co-founding of Tallyy, a social app for polling friends, and included a role in sales at CartsGuru, where the focus was on e-commerce marketing automation. Early career experiences at CarMax and Belk helped develop foundational skills in customer service and sales. Bobby holds a Bachelor of Business Administration degree from Kennesaw State University.
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OnboardFi
OnboardFi transforms customer onboarding through AI-powered agents that provide white-glove service at scale. Our platform automates multi-step onboarding workflows while maintaining the personal touch that high-value customers expect. 90% of companies lose potential customers during digital onboarding, and up to 74% switch to competitors when the process is too complex. We solve this by deploying intelligent AI agents that guide stakeholders through every step - from document collection to meeting scheduling - providing 24/7 personalized assistance through natural conversation. Our AI agents handle everything from basic form completion to complex compliance requirements, while our orchestration engine ensures smooth workflows across all touchpoints. This means your customers get consistent, high-quality guidance whenever they need it, while your team focuses on high-value activities instead of repetitive tasks. Key capabilities: - Voice-enabled AI agents that understand context and guide users naturally - Dynamic workflow automation that adapts to each customer's needs - Intelligent document processing and verification - Automated meeting scheduling and follow-ups - Real-time progress tracking and analytics - Enterprise-grade security and compliance