Professionals

Onist for professionals

Connect with your client’s entire household.

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Increase household retention

Increase client acquisition

Increase customer engagement

Greater household retention

  • Connect your firm to not just one client, but their entire household from spouses to the other generations and the other professionals they work with.
  • Identify and mitigate the risk of losing clients across generations.

Boost client acquisition

  • Streamline lead generation by focusing on influencers that will have the most referral impact.
  • Lower your customer acquisition costs with access to more leads you can see related to your current clients.

Increase customer engagement

  • Increase engagement by offering clients their own portal instead of forcing them into yours.
  • Differentiate your service offering by looking at lifecycle events outside of typical money management.
  • Deepen client relationships through easy and secure chat messaging.

Pricing and Plans

See ‘pricing’ page for more information on pricing after your free trial ends.

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