Create templates to add automation your most frequent processes using a drag-and-drop workflow builder
Launch workspaces to interact and complete client projects.
Collaborate in-context using messaging, video meetings, and file sharing with annotations.
Collect files on specific file request objects. Review files before closing requests or message in-context to modify.
Users receive email or text notifications when it is their turn to act. Notifications include magic links which take users directly to actions.
Create a branded mobile and web destination for your business
SOC 2 Type II compliance with encryption at both transit and rest. Trusted by several of the world's leading banks.
Drive outcomes with actions such as approvals, file requests, forms, eSignatures, tasks, and more.
Measure KPIs and and receive actionable insights to drive efficiency.
User management and access controls to set permissions and manage your organization.
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.