Moxtra OneStop Client Collaboration App

Moxtra

Streamline and manage your high-touch client interactions through your private digital channel.

Overview

Building Blocks

Description

Moxtra helps banks engage their high-touch clients (wealth management, mortgage lending, corporate banking, etc.) through a private digital channel built for the mobile era. With Moxtra, clients and their relationship managers can interact any time, any place using an integrated suite of collaborative capabilities.

Key Features:

Secure messaging
Document exchange & digital signatures
Video meetings with screensharing & co-browsing
Transaction approvals
Just-in-time assistance from anywhere

Moxtra's platform provides one-stop, client-centric collaboration workflows with the security and management requirements needed for compliance and oversight.

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