michael.pendergrass
Acronym
Moxo
Product ID
Moxo
Description
Streamline external projects with digital interaction workflows.
Images
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Details
- Efficiency: Custom drag & drop workflow builder to configure project workflows, assign roles & permission, add forms, & leverage automation, all which can be saved into a templated library. Streamline complex processes and increase transaction throughput.
- Experience: Provide a branded experience that boosts retention & NPS. Clients receive a full suite of interactive capabilities to maintain business flow: Secure chat, video conferencing, & document collaboration to entice clients to reach in at anytime.
- Privacy: Built in privacy protection, bank-grade security, identity control, & 360-degree audit trails. Moxo adheres to SOC 2 compliance levels & has high-level encryption to protect data in transit. Prioritize security, maintain client trust & retention.
Features
Streamline external projects with digital interaction workflows:
- Create external project workflows to streamline client processes
- Built-in collaborative capabilities to maintain the flow of business
- Built to meet the security requirements of all industry regulations
Vendors
Management Style
Schwab Products