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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.
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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.
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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.
Product Description
About this Product
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
About Moxo Inc.
Moxo helps controls the chaos of managing client business. Particularly in financial services, there are numerous manual processes that are disjointed and lack structure. Moxo brings focus to this chaos with an all-in-one solution. Streamline these processes with digitized workflows that leverage blended automation to provide both a convenient and personalized experience. Stakeholders can align on key goals to drive business forward, all while preventing key milestones from slipping through the cracks of email and disparate solutions. AI-powered workflows soothe the pain point to repetitive documentation, free up resources, and enable front-line bankers to focus on the most high-value tasks. This assists wealth managers and advisors in keeping pace with the evolving needs of clients, as they increasingly demand the convenience of digital, without sacrificing personalization.
Product Details
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Serving RIAs Since
Discount for Schwab Clients?
0719-93C0
API integration is available through Schwab OpenView Gateway®, which is provided by Performance Technologies, Inc. (“PTI”). Single sign-on is provided by PTI. Daily data files and trading integration are available through Charles Schwab & Co., Inc. ("CS&Co"), a registered broker-dealer and member SIPC. Not all third party providers listed on this site have integration agreements with Schwab. Schwab OpenView Gateway® and Schwab OpenView MarketSquare™ are services of PTI.
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