Streamline complex workflows — empowering teams across lending, corporate banking, wealth, and beyond.
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Manage client-facing, complex workflows with ease. From loan applications to multi-step approvals with external stakeholders, Moxo ensures accountability, delivers a secure client experience, and drives results.
Automate processes and build template playbooks, enabling faster service delivery and improving staff productivity.
Provide clients with a branded portal where they can access key documents, communicate directly with your team, and receive streamlined service.
Access performance data to gain insights, hold teams accountable, and make informed decisions that drive better outcomes.
The copilot for your workflows. Boost your team's productivity with personalized suggested responses, intelligent nudges, and more.
Enable secure collaboration between stakeholders, with secure messaging, video meetings, digital signatures, co-browsing, and more.
Yes, Moxo orchestrates complex, multi-party workflows across departments like lending, wealth management, and insurance, driving faster, more accountable outcomes. Moxo’s collaborative actions empower staff to achieve meaningful results with greater efficiency, making it easier to run processes across your financial institution.
Absolutely. Moxo can integrate with your existing transaction systems, CRMs, document management solutions, and more, extending your current processes for added efficiency. Moxo embeds seamlessly into your infrastructure, enhancing client interactions while supporting your established workflows.
Moxo tracks every client interaction with detailed audit trails, ensuring that your institution meets rigorous compliance standards. Moxo helps financial institutions comply with regulations such as FINRA, GDPR, and SOC 2.
Moxo employs enterprise-grade encryption, robust access controls, and compliance with financial regulations to protect sensitive client data. Moxo can also be deployed on premises or in a hybrid model, ensuring that your data stays securely within your institution.
