Control the chaos of client lifecycle management. Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Streamline the complete client management lifecycle. including account onboarding, account servicing, and exception handling.
With deep roots in business collaboration and engagement, Moxo was co-founded in 2012 by Subrah Iyar, WebEx founder and former CEO, and Stanley Huang, former WebEx Senior Director of Engineering. Moxo is headquartered in Cupertino, California, with offices in London, New York, Amsterdam, Bengaluru, Shanghai and Singapore.
“The first 10 minutes of operation is the most confusing time, and lives can be lost in minutes. Seconds count, so when seconds count, I don’t want the guy saving me fiddling around with his radio. I want him to have the information he needs.”
“This holistic offering empowers clients to engage with the bank on their terms, adding tremendous value to the existing wealth management relationship. Digital accessibility is paramount to successfully evolving together with our clients and their next generation, while maintaining the highest quality of service in all client interactions, both in-person and digitally.”
“We’re a small business, but we’re one of the largest pet shippers in the US. We needed an app that could streamline our communication with clients, and now our app is the only communication that we’re having with our clients. Everything we need is all in one place.