Stax.ai, an AI-powered operating system for independent third-party retirement plan consultants, has effectively streamlined TPA workflows by integrating Finch's payroll connectivity, achieving significant improvements in efficiency and client satisfaction. By embedding native payroll connections into its platform, Stax.ai has enabled over 80% of plan sponsors to successfully link their payroll providers, allowing TPAs to receive vital year-end census data up to four months earlier than before. This integration has also resulted in a 28% increase in client satisfaction, as measured by the Client Pulse Score, by simplifying and expediting the data collection process. The decision to partner with Finch rather than developing these integrations in-house allowed Stax.ai to concentrate on its core competencies and accommodate growing demands and complexities, such as those introduced by the SECURE 2.0 legislation. The platform's success has not only saved time for TPAs but has also enhanced the overall experience for plan sponsors, making TPAs appear more efficient and reliable in the eyes of their clients.