Financial Services

The OneStop™
Client Interaction Hub for financial services

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

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Streamline client interactions.

Convenience and trust are pillars of successful client relationships. With the Moxtra 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.

OneStop for your clients,
OneStop for your organization.
Digitally transform your client interaction experience. Moxtra's OneStop Client Hub includes.
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Client, Business, and Management Portals
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Client-centric workflows
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Integrated collaboration
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Personalized, white-label experience
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Transactions
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Best-in-class security
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Forge and maintain deeper relationships with customers.
Moxtra OneStop Client Interaction Hub for Insurance on iPhone
Streamline business processes
Configure workflows to automate your business processes. Manage  client workflows in a OneStop destination.
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Roles and permissions
Designate roles and permissions for your clients, advisors, loan officers, legal staff, and others. Manage responsibilities for appropriate information flow.
KPI Improvement
Track and measure performance with real-time insights. Improve your transaction throughput, net promoter score, client retention, and more.
Moxtra Management Portal
Centralized oversight
Gain visibility into how your organization is performing to your goals, monitor staff performance on an ongoing basis, and identify areas where you can improve. 
Powerful interactive capabilities
Engage clients with built-in secure messaging, digital signatures, document collaboration, video meetings, screen sharing, virtual data rooms, and more.
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Bank-grade security
Moxtra is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, and PSD2.

Accelerate financial
processes including

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Asset management
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Client on-boarding
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KYC validation
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Deposit certificates
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Capital markets
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Investor relations
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Branch operations
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Credit services
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Business banking
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Loan processing
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Portfolio allocation
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Lines of credit
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Insurance claims
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Fraud verification
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Report automation
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Stock transactions
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Service requests
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Account management
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Advisory services
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Transaction execution
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M&A
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Compliance management
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Specialized finance
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Savings management
Citibank Image

CITIBANK

Citibank is a trusted leader in financial services. With Citi Hello, clients can interact with relationship managers in an immersive environment.

BNP Paribas Thumbnail

BNP Paribas

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 Thumbnail, Powered by Moxtra

MUFG

MUFG is the world’s second largest bank, headquartered in Japan. Moxtra powers MUUX, an app for their corporate banking clients to interact with account managers.

Keebeck Wealth Thumbnail, Powered by Moxtra

KEEBECK WEALTH MANAGEMENT

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 Thumbnail, powered by Moxtra

RAIFFEISEN BANK

Raiffeisen Bank, an Austrian Banking Group, uses the ‘RaiConnect’ app as a virtual branch for their corporate and private banking customers.

Standard Chartered, powered by Moxtra

Standard Chartered

Standard Chartered is a British multinational banking group. With their app Click2RM, clients can interact with account managers in a digital bank branch.

Stonehage Fleming, powered by Moxtra

STONEHAGE FLEMING

Moxtra powers the app for Stonehage Fleming, enabling secure client engagement and seamless firm management for over 250 global families.

Van Lanschot, powered by Moxtra

VAN LANSCHOT

Van Lanschot, the oldest bank in the Netherlands, provides merchant banking, and asset management services through their app.

Modernize your client interaction experience.
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Citi Hello on iPhone