We are excited to announce a strategic partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities, to further streamline client interaction workflows for banks and financial institutions
Moxo, the industry’s leading external project workflow solution, announced a partnership with SpeciTec, a Swiss software company specializing in the digitalization of wealth activities. The combined expertise of Moxo and SpeciTec will result in improved credit request workflows, enhanced operational efficiency, and a secure mobile banking experience available to private banks. The partnership will also streamline prospect and client onboarding by efficiently managing workflows, collecting data and documents, and centralizing interactions for a modern and seamless experience.
Moxo’s powerful client interaction capabilities combined with SpeciTec’s experience implementing its client lifecycle management solution for various banks aims to eliminate fragmentation between clients and their relationship managers, as well as the compliance team.
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Moxo’s platform has been built over several years in partnership with some of the world’s leading financial institutions, and has powered digital client interaction processes for global financial organizations such as Standard Chartered, Citibank, MUFG, Van Lanschot, and Raiffeisen Bank International. The solution drives operational efficiency for traditionally manual & expensive processes across the client lifecycle. By leveraging Moxo’s digital interaction workspaces, banks can provide customers with a secure, convenient experience across all digital touch-points — while managing their distributed organization.
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About Moxo
Control the chaos of managing client business with Moxo. Streamline external projects with digital interaction workflows — from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals, and more. Moxo employs a multi-layered security framework that combines a robust back-end infrastructure, end-to-end data security, network protections, access controls, and a full suite of security policies.
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