At OnboardFi, we're pioneering the transformation of fintech customer experiences through our specialized AI finance assistant platform. Our mission is to empower fintech companies to revolutionize their client interactions with smart, AI-driven support tools that not only streamline complex financial processes but also deliver personalized, insightful assistance.

Bobby Gilbert is the CEO at FundStory he guides FundStory's vision to transform the funding landscape, utilizing autonomous AI agents to simplify and personalize the process for startups and growth-oriented businesses.

As an account executive at CartsGuru, a marketing automation platform for e-commerce growth, I was responsible for helping businesses increase revenue and grow their online stores. In this role, I worked with clients to develop and execute multichannel marketing campaigns that engaged customers and drove conversions.

As the founder of Tallyy, a social app that makes it easy to receive yes or no feedback from friends on anything, I oversaw all aspects of the business, from product development to marketing and growth.Tallyy was created as a way for people to connect and share with friends in a whole new way, by giving users the ability to poll their friends with y/n questions in moments of indecision. This simple yet powerful concept proved to be popular, and we quickly gained a following of users who enjoyed using Tallyy to get feedback on everything from fashion choices to social plans.During my time at Tallyy, I honed my skills in product development and user acquisition, which has been instrumental in my current role as the founder of FundStory. The experience and knowledge I gained at Tallyy has helped me to drive innovation and growth in the lending industry and provide valuable solutions to our clients.

As a Sales Consultant at CarMax, I honed my skills in customer service, communication, and sales. CarMax is a growing company that is built on the fundamental principles of integrity and treating people with respect, and I was proud to work for a company that values these principles.In this role, I provided exceptional service to customers throughout their experience, communicating effectively both in-person and over the phone to discover their wants and needs. I served as an advocate for CarMax by sharing what makes us the smart choice, and I navigated and used various computer programs as selling tools.I was responsible for facilitating steps of the sale, such as the vehicle appraisal process, taking test drives, and submitting finance applications, while maintaining a working knowledge of CarMax products and appropriately recommending them to customers.

While in college, I was crucial in driving store sales and achieving key performance metrics by providing exceptional customer service. My strong communication skills and ability to adapt to various customer needs enabled me to create a welcoming and engaging atmosphere for all shoppers.