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.

Building blocks

Consumer Profile

Retrieve or update information on the account holder

Account Information (US)

Retrieve a list of accounts and transactions, obtain account and transaction images (e.g. Check Images or Deposit Images) for the authenticated user

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