Solution introduction

OneStop Customer Portal Solution

Keep customers engaged with a OneStop digital experience

Completely configurable
Moxtra’s SMC can be configured to the workflow needs of business across a variety of industries. Today, the SMC powers customer engagement and collaboration in the retail banking, wealth management, and insurance verticals for several financial institutions around the world. Deployment is flexible with hybrid, private cloud and on-premise options. 

For customers
Customers can connect to your company from any device using secure messaging, powerful document collaboration, real-time meetings, file storage,complete transactions, and more. 

For agents & employees
Moxtra Business portal enables employees and agents to collaborate both externally with customers as well as internally with employees.

For admins
The Admin Portal enables admins to manage their company’s users, set granular access controls, view audit logs, and usage metrics.

Subscribe to our newsletters

The Wealth Mosaic publishes a range of newsletters each month to help both wealth managers and solution providers stay on top of the latest developments in the global wealth management sector. Click below to sign up to those that are of interest.