Financial Services Workflows

Financial excellence, automated

Empower your teams across lending, corporate banking, and wealth management with Moxo's intelligent client service platform.
Get started

Streamline financial services workflows

Automate complex workflows

Transform your operational efficiency with workflow templates and intelligent process automation that reduces manual tasks and accelerates service delivery.

Enhance client experience

Deliver a premium, white-labeled digital experience where clients can securely access documents, communicate in real-time, and track progress through every stage of their journey.

Drive accountability

Leverage comprehensive analytics and performance metrics to monitor team productivity, identify bottlenecks, and make data-driven decisions that improve operational excellence.

Ensure compliance

Maintain regulatory compliance with automated audit trails, secure document management, and comprehensive tracking of every client interaction and transaction.

From chaos to clarity

The old way

The Moxo way

Assign roles
with precision
Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.
Relationship Manager
Legal + Compliance
Department Head
Client Stakeholder
Relationship manager
Builds and maintains client relationships, providing comprehensive context about client needs, financial goals, and risk profiles. Facilitates smooth transition from initial contact to account opening by sharing critical client insights and ensuring alignment between offered solutions and client objectives. Maintains relationship continuity throughout the client lifecycle.
Legal + compliance
Oversees regulatory compliance throughout the client onboarding and account management process. Reviews and approves client documentation, ensures adherence to KYC (Know Your Customer) and AML (Anti-Money Laundering) regulations, and manages ongoing compliance monitoring. Coordinates with other team members to address any legal or regulatory concerns promptly.
Department head
Owns the overall client relationship and service delivery strategy, ensuring alignment between client objectives and service outcomes while maintaining high-level stakeholder relationships. Focuses on client satisfaction and adoption and identifying expansion opportunities.
Client stakeholder
Key decision-makers from the client side who actively participate in the financial services process. Provides necessary documentation, grants approvals, and ensures the services align with their financial objectives. Engages in regular communications and reviews to stay informed about their financial position and make informed decisions.

See how organizations thrive with Moxo

Citibank digitally transformed the wealth client experience with Moxo
Bank of Queensland uses Moxo to streamline lending workflows
Emirates Bank streamlines wealth customer engagement, delivering personalized service
Axis Bank delivers personalized service to wealth clients with Moxo
BNP Paribas embedded Moxo to streamline wealth client account management
Raiffeisen Bank streamlines corporate and retail banking client journeys with Moxo
'Ask Keebs', powered by Moxo, gives clients instant access to Keebeck Wealth
Stonehage Fleming, EMEA's largest family office, streamlines client service with Moxo
FIS integrated Moxo to redefine the digital banking experience
Questions + answers
How does Moxo integrate with existing systems?

Moxo seamlessly embeds into your infrastructure, integrating with transaction systems, CRMs, and document management solutions to enhance client interactions while supporting established workflows.

Can Moxo handle multi-party workflows?

Yes, Moxo orchestrates complex, multi-party workflows across departments, driving faster, more accountable outcomes in lending, wealth management, and insurance.

How does Moxo ensure data security?

Moxo employs enterprise-grade encryption, robust access controls, and compliance with financial regulations, with options for on-premises or hybrid deployment to keep sensitive client data secure.

What types of financial processes can Moxo streamline?

Moxo streamlines processes across lending, corporate banking, and wealth management, including loan applications, multi-step approvals, and client onboarding.