Tag : Moxo

Moxo integrates with Wealthbox to streamline client management for financial advisors
Finance Fintech News

Moxo integrates with Wealthbox to streamline client management for financial advisors

PR Newswire
by PR Newswire0
Moxo, the leading service orchestration platform for customer, vendor, and partner processes, is excited to announce a new integration with Wealthbox, a modern CRM designed for financial advisors. This powerful partnership aims to transform client management by enabling seamless data sharing between Moxo and Wealthbox, significantly enhancing operational efficiency for......
Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry
Mobile Banking News

Moxo and SpeciTec Partner to Streamline External Project Workflows in the Financial Services Industry

PR Newswire
by PR Newswire0
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......
Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights 1st March 2023
Featured Fintech News

Daily Fintech Series Roundup: Top Fintech News, Analytics and Insights

Fintech News Desk
by Fintech News Desk0
FTS Daily Roundup starts today! We are covering the top updates from around the world. The updates will feature state-of-the-art capabilities in Fintech insights, Trending fintech news, Crypto, Fintech SaaS, Fintech Cloud, Analytics and AI ML. We will cover the role of FTS Daily Roundup and its application in various industries and......
Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services
Finance News

Moxo and Kasisto Partner To Strengthen Client Interactions In Financial Services

Fintech News Desk
by Fintech News Desk0
Kasisto’s digital banking assistant to be integrated within Moxo’s OneStop Interaction Client Hub Moxo, the industry’s leading client interaction workflow solution, announced a partnership with Kasisto, creators of KAI, the leading financial services digital experience platform, to offer digital assistant capabilities within Moxo’s OneStop Client Interaction Hub. Latest Fintech News: TradeStation Crypto......
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