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Report

September 21, 2021

Celent — Digital customer engagement platforms for financial services

Moxo has been recognized by Celent as an innovative, digital-first platform for client engagement.

Celent is the leading research and advisory firm, focused on technology for global financial institutions. Moxo has been recognized as an innovative digital-first platform for powering client engagement apps for financial services organizations by Celent in the 2021 Digital Customer Engagement Platforms Report.

In today’s digital-first word, the way people are communicating is changing, and banks must adapt to clients’ increasing expectations for digital engagement. Celent identified Moxtra to include all of the essential core components that create a successful customer engagement platform:

A differentiating characteristic of Moxo's platform stems from its design roots to serve high-touch market segments, providing differentiated capabilities suited for assigned client relationships — such as on-demand text, audio and video messaging, video conferencing, transaction management, secure file and document sharing, digital signature, and more. These capabilities reflect the comparative complexity and document-rich nature of work processes needed to support wealth management and commercial banking.

To learn more about the importance of providing a platform for digital-first client engagement, read the full 2021 Celent Report.

About Moxo
Modernize your client interaction workflows with Moxo. Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling. Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.