Configure your portal with your logo, brand imagery, colors, and business content.
Create templates to add automation your most frequent processes using a drag-and-drop workflow builder
Drive outcomes with actions such as approvals, file requests, forms, eSignatures, tasks, and more.
Measure KPIs and and receive actionable insights to drive efficiency.
Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.