The OneStop client interaction platform

Cornerstone, powered by MoxtraMasferrer Associates, powered by MoxtraCitibank, powered by MoxtraAMCK Group, powered by MoxtraModern Properties, powered by MoxtraHibernia College, powered by MoxtraKeebeck Wealth, powered by MoxtraBalfour Homes, powered by MoxtraBloomwealth, powered by Moxtra
Think Global School, Powered by MoxtraTerraza Balear, powered by MoxtraFIS, powered by MoxtraFalconi Consulting, powered by MoxtraBNP Paribas, powered by MoxtraAdaptive Law, powered by MoxtraBOQ, powered by MoxtraIntrepid Networks, powered by MoxtraIsland Pet Movers, powered by Moxtra

The Power of OneStop™

End-to-End Client Interaction Management

Today’s client engagement processes are stuck in the chaos of email and fragmented channels — requiring significant.

Moxtra Client Workflow

onestop workflows for your client Interactions

Account onboarding

Account servicing

Exception handling

Streamline deadline-driven client interactions

Account Onboarding | Account servicing | Exception handling

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Document collection
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Assisted form filling
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ePaper workflows
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Purchase order approvals
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Complex sales support
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Transaction approvals
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Accounts payable
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Project management
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Proposals and contracts

Control the chaos of managing client interactions. Bring structure to client interactions that are stuck in fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital experiences.

Our customers experience
Up to
10x
faster onboarding
3x
transaction throughput
Up to
18%
increase in Net Promoter Score
Learn more about Moxo

Key Capabilities

Customizable workflows
Build interaction flows to create repeatable, sequenceable steps with pre-defined client and internal user actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Roles and permissions
Designate and manage permissions to ensure participants can only take action on what they're supposed to.
Persistent data rooms
Manage continuity across time, with progress tracking, audit trails, virtual data rooms and more.
360° Oversight
Track performance with real-time insights. Maintain a searchable paper trail of all interactions.
Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, CSA, and PSD2.

The Moxo OneStop interaction suite

Moxtra Interactive Capabilities Graphic

Customize your client interaction workflows. With Moxo's workflow builder, configure seamless workflows for your business processes.

Example: Assisted Onboarding Workflow
Learn more about Moxo

Standalone

A OneStop Client Interaction Hub, configured and private-labeled. No coding required.

Embedded

Extend your mobile or web app with OneStop Client Interaction Flows.

Events

Manage your real
estate brokerage

Tune into this on-demand event to learn more.

Resources

Moxo Library

Explore data studies, best practices, and guides.

Trusted by security focused industries

Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.

Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.
Raiffeisen Bank, powered by Moxtra
AMCK Group, powered by Moxtra
Intrepid Networks, powered by Moxtra

Raiffeisen Bank

Moxtra powers Rai Connect by Raiffeisen Bank, an app for the banks’ private wealth and corporate banking clients.

AMCK Group

A leading UK-based modeling, dance, and fitness agency, uses Moxtra to power the app for their talent management group.

Intrepid Networks

Moxtra powers Intrepid Response, a situational platform for emergency services, first responders, logistics, and law enforcement.

Modernize your client interaction experience.
Get Started
Moxtra-powered OneStop Client Hub for Lending company on iPhone