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The problem
Finrego struggled with fragmented client communications across 5+ platforms, creating inefficient onboarding processes that limited growth capacity.
As a rapidly growing digital accountancy and business consultancy firm, Finrego faced significant hurdles in managing client onboarding and collaboration. The lack of a cohesive system led to difficulties in handling the increasing volume of clients, especially when it came to onboarding multiple clients simultaneously.
Another significant challenge was the scattered nature of communication channels. Finrego received messages and documents from clients across various platforms like email, Facebook, Instagram, LinkedIn, and WhatsApp. This disjointed communication flow caused confusion and inefficiencies within the team.
Furthermore, the manual process of client onboarding and document collection was labor-intensive and time-consuming. The absence of a centralized system meant that the team was constantly playing catch-up, leading to delays and a lack of clarity in client interactions. Finrego needed a solution that could streamline these processes and bring all communication and tasks under one roof.
The solution
Moxo provided Finrego with a centralized platform that unified 100% of client communications and automated the entire onboarding workflow.
In search of a solution to growing pains, Moxo’s collaborative workflow software was a game changer for Finrego.
Moxo provided Finrego with the much-needed centralized system for managing client interactions. It allowed the team to handle client onboarding seamlessly and efficiently. "Now we are connected as a team. So we are aware of what is happening. My team is aware when I get a new client," explains founder Diana Hurta. The onboarding process became more automated, saving time and reducing the administrative burden on the team.
The adoption of Moxo also unified all client communication in one place, eliminating the chaos of managing multiple channels. "Now, we don't need to use email, and I don't need to CC my assistant," Hurta noted. This centralization facilitated smoother collaboration between Finrego’s multilingual team and their clients, significantly improving the overall workflow.
Additionally, Moxo Flow which Finrego adapted to their multilingual requirements, further enhanced the efficiency of client onboarding. Moxo’s software provided a streamlined and cohesive process, allowing Finrego to manage client relationships more effectively.
The result
Finrego accelerated client onboarding by 75% while supporting exponential business growth and eliminating administrative bottlenecks.
The implementation of Moxo had a profound impact on Finrego’s operations. The company saw significant improvements in efficiency, with time-consuming administrative tasks becoming more streamlined. "It saves so much time on all administrative tasks," Hurta emphasized. The team could now focus on delivering value to clients rather than getting bogged down by manual processes. “Because the onboarding process much faster now that it's automated, I can onboard more clients. I can do easily more contracts,” says Hurta.
The enhanced communication and collaboration brought about by Moxo also led to greater client satisfaction. The seamless integration of clients into Finrego’s workflow using Moxo fostered stronger relationships and improved client retention.
Overall, the introduction of Moxo’s collaborative workflow software allowed Finrego to operate at a higher level of efficiency, ensuring that both the team and clients were consistently on the same page. Moxo’s software provided Finrego with the solution they needed to continue growing and serving their clients effectively. ‘It's actually game changing in our company. It solved all our challenges, all our problems we had. And I have only experienced the best results. I can't even express how big the results we’ve experienced because it’s just been amazing,” says Hurta.
