Moxtra was uniquely positioned to take on this challenge given the company’s deep roots in customer-to-business collaboration and the company’s early customers being some of the world’s leading financial services institutions. Moxtra provides an easy and convenient digital client engagement strategy for financial services organizations. While many financial service businesses have an existing digital presence, the security and compliance required in the financial services space can make true digital innovation difficult for many businesses to achieve. "Even our older clients have seamlessly adopted it because it’s just so intuitive to sign up and get on board." "We’ve basically had no issues getting clients on," says Alexa Hyman, Keebeck Chief Marketing Officer. "Ask Anything, Ask Keebs" became the company slogan, and within two weeks post-launch, there was a 41% increase in engagement rate from clients. Bruce Lee founded the firm with a dream of being available to clients whenever they needed, which led Keebeck to launch their Moxtra-powered app, “Ask Keebs.” Keebeck is a boutique wealth advisory firm, whose emphasis is on exceptional client experiences. Moxtra also powers an app for a Chicago-based wealth management firm, Keebeck Wealth Advisors. With Citi Hello, Citi experienced:ģx increase in transactions per relationship manager, per monthīreak-even on the investment into Citi Hello within first six months of operation Citi Hello was even lauded by Raghuveer Sampath, Head of Wealth Management, Banking Products and Client Segments at CitiBank India, calling out its 100% usage capability. Moxtra powers the Citi Hello app by CitiBank, which enables clients to interact with managers, any time and any place. Moxtra’s OneStop Client Portal has been built in partnership with some of the world’s leading financial institutions and employs a multi-layered security framework that combines robust back-end infrastructure, end-to-end data security, network protections, access controls, and full suite of security policies. This allows banks to manage identities and responsibilities to ensure business continuity, and provide a fluid experience with bank-grade security and compliance. Moxtra’s focus is on enhancing client relationships through its OneStop Client Portal which streamlines the delivery and management of high-value client services, automates workflows, and allows financial services organizations to heighten their digital presence by providing a “digital branch” to their clients.Įach virtual branch mirrors the traditional in-person collaborative experience with fully interactive features for a high touch, personal experience, including: document collaboration, video meetings, screen sharing, digital signature, ePaper trails, and automated workflows. In the financial services industry, clients seek a just-in-time approach to communication and require a digital channel personalized to their needs. In today’s mobile-first world, financial services organizations need a centralized, private digital channel to streamline the delivery of high-value client service and keep up with evolving expectations. Nomination Sub Category: Award for Innovation in Customer Service - Financial Services Industries Nomination Title: Moxtra - OneStop Client Hub Nomination Category: Customer Service & Call Center Awards Achievement Categories Your business can provide assistance to clients from anywhere - enabled by a complete, integrated suite of collaborative workflow capabilities. With Moxtra, streamline client interactions through digital automation, with a suite of portals delivered under your brand. Further, businesses even get to log in and capture conversations as per need according to geo-specific standards (GDPR, SOC III and PSD2).Company Description: Today’s client engagement processes are stuck in the chaos of fragmented channels - requiring significant manual intervention. The platform also comes with bank-grade security and encryption facilities to safeguard customer-specific vital data. With Moxtra, brands get to record and store customer-specific interactions and use these data to create better business strategies. Admins can also maintain a to-do list, scheduling and designating binders that help to track companies’ progress. The connecting channel created with Moxtra can be used by companies to send and receive text, video and voice messages from customers over a secured network. The software provides quick assistance for all of their business processes, right from onboarding customers and proceeding with the billing part. Organisations can depend on the same to extend business processes through client interaction workflows. Moxtra is a customer service providing platform, that enables companies to collaborate with their customers via digital automation.
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