Moxtra

HQ Address

1601 South De Anza Boulevard, Cupertino, CA 95014, United States

Website Address

www.moxtra.com

Connect with Moxtra
Business introduction

Nonstop business with your OneStop Portal

Keep customers engaged with a OneStop digital experience

Moxtra helps businesses deliver customer experiences for the digital age. In today's world, it is imperative for your business to ensure continuity through digital engagement with your customers. Moxtra provides OneStop Customer Portals, where your organization and your clients maintain a continuous connection to complete business. It’s a virtual destination where you manage your external relationships and your internal business teams to deliver the timeliness and quality of response required for today's environment.

A OneStop Customer Portal delivers a continuous, connected experience with an all-in-one suite of collaborative services. Manage identities, responsibilities, and interaction workflows within your portal to ensure business continuity. Whether you're an enterprise or a small business, provide a fluid experience with built-in bank-grade security, audit trails, and compliance.

Moxtra's Customer Collaboration Platform can power your branded OneStop Portal as a standalone web and mobile app, or as a fluid extension of your existing website, web or mobile app.

Citi Hello — Moxtra

Business Intelligence & Practice Management, Client Communications & Reporting, Client Engagement & Management, Compliance & Regulation, Digital Platforms & Tools

16/08/2018

Redefining client relationship management. Citibank embedded Moxtra into Citi Hello - a Citigold application built to digitize interactions between clients and relationship managers....

Business Overview

In today's world, it is imperative for your business to ensure continuity through digital engagement with your customers, from anywhere. Moxtra powers your OneStop Portal, a high-touch platform where your organization and your clients maintain a continuous connection to complete business. A virtual destination where you manage your external relationships and your internal business teams to deliver the timeliness and quality of response required for today's environment.

Customers

 

Key Data

Year founded
2012
employees
51-200
offices
1
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

Moxtra Solutions

The Moxtra Secure Message Center Solution

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......

business needs
Client type
client geography presence
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