The OneStop Client Interaction Hub provides a modern solution for servicing clients in the digital world. The hub enables client interaction workflows to fast-track client business. It offers a single pane of glass to oversee client interaction and the responsiveness of your business teams.
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Client-centric workflows
End-to-end management control
Provide a modern client interaction experience
OneStop for your clients OneStop for your business
Interact with clients and provide just-in-time assistance experiences to your clients — enabled by a complete, integrated suite of collaborative workflow capabilities.
Configure your hub for a personalized experience, with client-centric workflows, business content, and robust deployment options, delivered under your brand.
OneStop for your clients, OneStop for your organization.
Streamline operations, control the process, and modernize your client service experience.
Client, Business, and Management Portals
Configurable workflows
Integrated interaction
Personalized, white-label experience
Approvals
Best-in-class security
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Forge and maintain deeper relationships with customers, and drive loyalty to your organization.
Streamline your business process
Configure workflows to automate your business processes. Eliminate bottlenecks, accelerate business process, and manage client workflows in a OneStop destination.
Powerful interactive capabilities
Engage clients with built-in secure messaging, digital signatures, document collaboration, video meetings, screen sharing, virtual data rooms, and more.
Break down bottlenecks
Break down time-consuming bottlenecks and collect approvals faster, accelerate operations, and drive efficiency.
360° oversight
Gain visibility into how your organization is performing to your goals, monitor staff performance on an ongoing basis, and identify areas where you can improve.
Bank-grade security
Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, and PSD2.
Roles and permissions
Designate roles and permissions for your clients, staff, account managers, vendors, and others. Manage responsibilities for appropriate information flow.