OnBord

OnBord is a SaaS platform that automates client onboarding workflows for wealth management firms and financial advisors. It streamlines the new client experience by integrating with CRM systems like Redtail and document signing tools like DocuSign to reduce manual data entry and compliance overhead. The solution accelerates account opening through automated SMS/email reminders and secure, direct data transmission.

LLM mention score

Normalized 0–100 · last 8 weeks

DataForSEO API

Get LLM mention data of any company via DataForSEO API

Get access to the structured data on keyword, brand, and website mentions in LLMs, including metrics like AI search volume, impressions, and mentions count.

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How to get LLM mention data →

// Fetch OnBord mentions
POST v3/ai_optimization/llm_mentions/search/live
[
    {
        "target": [
            {
                "keyword": "OnBord",
                "search_scope": ["any"]
            }
        ],
        "platform": "chat_gpt",
        "order_by" : ["ai_search_volume,desc"]
    }
]