Streamline case workflows, manage your practice, and engage your clients.
Convenience and trust are pillars of successful client relationships. With the Moxo OneStop Client Hub, your organization can streamline and manage customer relationships — with persistent history and an audit trail of all interactions.
Integrated collaboration capabilities include KYC workflows, on-boarding, transaction management, document exchange, messaging, digital signature, video conferencing, task management, and more. The result is that service becomes more convenient, more personalized, and ultimately more human.
Citibank is a trusted leader in financial services. With Citi Hello, clients can interact with relationship managers in an immersive environment.
BNP Paribas is a French banking group operating in 72 countries. The bank offers full range of asset management services through their secure app.
MUFG is the world’s second largest bank, headquartered in Japan. Moxo powers MUUX, an app for their corporate banking clients to interact with account managers.
Keebeck Wealth Management is a Chicago-based boutique firm. Their app, "Ask Keebs" enables the firm to be digitally available to their clients.
Raiffeisen Bank, an Austrian Banking Group, uses the ‘RaiConnect’ app as a virtual branch for their corporate and private banking customers.
Standard Chartered is a British multinational banking group. With their app Click2RM, clients can interact with account managers in a digital bank branch.
Moxo powers the hub for Stonehage Fleming, enabling secure client engagement and seamless firm management for over 250 global families.
Van Lanschot, the oldest bank in the Netherlands, provides merchant banking, and asset management services through their app.