Consulting

The OneStop™
Client Interaction Hub for consulting

Streamline case workflows, manage your practice, and engage your clients.

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Manage your client accounts

Provide your clients with a convenient, secure digital experience under your brand. With Moxtra, you can centralize business interactions, manage your client accounts, automate routine tasks, and streamline your business processes.

OneStop for your clients,
OneStop for your business.
Modernize your client service experience, streamline business processes, and manage your practice.
Moxtra's OneStop Suite includes...
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Client & Management Portals
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Configurable workflows
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Integrated collaboration
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Dedicated Client Workspaces
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Bank-grade compliance
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Make it convenient for your clients to do business with you.
Customized workflows
Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.
Digital workspaces
Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.
360° oversight
Gain complete visibility into all client interactions, how your firm is performing to your goals, and monitor staff performance.
Trusted by global banks
Moxtra is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, CSA, and PSD2.

Built-in audit trail
Maintain an ePaper trail and a searchable, persistent history of all interactions. Track and measure performance with real-time insights.
Role-based permissions
Designate roles and permissions for your clients, accountants, advisors, legal staff, and others. Manage roles to ensure participants can only take action on what they’re supposed to.

Accelerate consulting
processes including

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Process improvement
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Feasibility studies
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Business forecasting
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Revenue operations
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Marketing strategies
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Playbook implementation
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Project management
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Risk management
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Organizational design
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Process outsourcing
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Market surveys
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Policy formation
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Change management
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Mergers and acquisitions
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Communication plans
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Corporate excellence
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Quality assurance
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HR policies
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Workforce planning
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Learning and development
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Onboarding programs
Axum Global Consulting, powered by Moxtra

AXUM GLOBAL CONSULTING

Axum Global Consultants is a full service firm founded on the principles of marketing, management, and mentorship. Their app drives improved client satisfaction.

Shotca, powered by Moxtra

SHOTCA

Shotca is a digital marketing agency that gives businesses access to a remote workforce — streamlining the process of connecting artists with collectors.

JNN Group,  powered by Moxtra

JNN GRoup

Pasadena-based JNN Group specializes in providing their clients with advice regarding data governance, risk management, compliance, and analytics.

Doteworthy, powered by Moxtra

Doteworthy

Doteworthy believes that attracting the right person is a journey. With their app, they provide dating consulting helping clients capture attention to create connections.

Falconi Consulting Group, powered by Moxtra

Falconi Consulting

Falconi is a Brazilian consulting firm helping organizations achieve exceptional results for over 30 years. The Falconi Juntos app is used to give back to their surrounding community in need.

GovCon, powered by Moxtra

GovCon Funding

GovCon provides strategic advice to contractors in support of their federal contracts. Their app allows them to send sensitive documents and collaborate privately.

Virtually Noire, powered by Moxtra

VIRTUALLY NOIRE

Virtually Noire is a Canadian virtual assistant company that specializes in providing executive level administrative support and consulting to their clients through their app.

Bodetree Advisors, powered by Moxtra

bodetree advisors

Bodetree Advisors is a consulting agency that helps clients scale and sell their companies. They use their app for better engagement and increased client satisfaction.

Modernize your client interaction experience.
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