In this podcast episode, Finrego’s founder, Diana Hurta, joins hosts Nikhita Iyar and Christy Lamberjack to discuss how integrating Moxo’s platform has significantly improved the company’s digital accountancy and consultancy services. As Finrego grew rapidly, it faced challenges in managing client communications, onboarding, and document collection. By implementing Moxo, Finrego solved for these obstacles, creating a more streamlined, efficient, and responsive service.
Key Highlights:
- Seamless Client Onboarding: Onboarding is now automated, enabling Finrego to bring on more clients in a single day and reduce waiting times for new clients
- Multilingual Workflow Management: As a multilingual company, Finrego uses Moxo to manage onboarding processes in different languages, adapting seamlessly to their diverse client base
- Centralized Communication: all communication is unified into one system, providing a clear overview of client interactions and ensuring the team remains in sync
- Efficient Document Handling: Moxo's platform allows clients to easily upload necessary documents to one secure space, saving Finrego significant time previously spent chasing paperwork
- Improved Team Coordination: Moxo helps Finrego's remote team align their efforts, enabling them to track tasks, manage client interactions, and stay informed at every stage without relying on constant updates
- Scalable Business Operations: With Moxo, the team can now manage more clients and focus on business growth, thanks to streamlined workflows and improved operational efficiency
Listen in to discover how Moxo has helped Finrego scale their operations, streamline processes, and continue delivering personalized, high-quality services to their clients.
