Moxtra OneStop Client Collaboration App
Streamline and manage your high-touch client interactions through your private digital channel.
Solution Category
Individual Solution Integrations
Implementation
Cloud Hosted
Website
About this app
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.