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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm

Moxo

Modernize your client interaction workflows with your OneStop Client Interaction Hub.

07/12/2023

Implementing the right technology solutions for your lending business can help you keep pace with the competition and scale your operations for success. Virtual data rooms, automated interaction workflows, and centralized communication workspaces are three ways that lenders can reduce the time it takes to close loans. By utilizing these solutions, lenders can improve the customer experience, save time and resources, and ultimately increase revenue. Continue reading in the Moxo Newsroom for more details: https://moxo.one/3pCXMg5

07/07/2023

VIPlatinum Escrow is a California-based independent escrow agency that combines extensive experience with exceptional service to exceed client expectations. Moxo helps their team streamline paperwork-heavy workflows, securely engage with clients, and automate the escrow process. The secure platform provides digital workspaces that enable clients to open escrow and track every step of the closing process.

07/06/2023

Accelerating the application-to-close time for lenders requires implementing reliable technologies that streamline processes and enhance collaboration. In this article, we’ll discuss three ways to accelerate application-to-close time for lenders, including virtual data rooms, automated interaction workflows, and centralized communication workspaces. Continue reading in the Moxo Newsroom for more details: https://moxo.one/3PHgVb1

07/05/2023

Wire fraud is a growing concern in escrow services. To protect both their clients and their businesses, escrow companies need to take proactive steps to safeguard against such threats. Learn about best practices for using digital workspaces to protect against wire fraud in the Moxo Newsroom: https://moxo.one/46rWjcQ

06/30/2023

Outwater Holistic Healthcare is a healthcare practice that provides holistic healing content and individualized health plans to patients, as well as wellness advice. Moxo helps their team streamline patient onboarding, manage virtual sessions, and review documents to assess patients’ wellness plans and progress.

"Patients and their practitioners require a seamless approach in after-visit engagement and therapy management, and Moxo provides a solution to help us do this," says Delilah Scott, Founder of Outwater Holistic Healthcare. "Having a single platform to communicate with clients in an organized, efficient manner not only streamlines internal processes for the business, but also for the client."

06/29/2023

In a world where cyber crimes are becoming increasingly prevalent, it's crucial for businesses to ensure the secure handling of their clients' funds. One of the most effective ways to avoid wire fraud is by utilizing secure digital workspaces. In this article, we explore why implementing private workspaces is essential for protecting both clients and businesses in the escrow industry.

For more details, continue reading in the Moxo Newsroom: https://moxo.one/46rWjcQ

06/28/2023

Introducing Moxo’s Slack Automation. A notification can be automatically sent to a Slack channel when an action is completed in a Moxo workspace, ensuring your team is updated and in sync throughout every phase of your project workflows.

06/27/2023

Starting today, Moxo will be attending the 2023 Customer Experience in Financial Services event in London. Shimona Pinto, Senior Corporate Solutions at Moxo, will be discussing the following:

- How to modernize your client interaction workflows to drive efficiency and increase retention
- The benefits of streamlining your external business processes with guided assistance across account acquisition, onboarding, underwriting, and account servicing
- And more valuable insights.

The annual Customer Experience in Financial Services conference offers a dedicated space to explore next-level thinking and innovation that transforms how the financial sector delivers excellence in client service for the digital age. For more information on the event, please visit: https://moxo.one/46gGVQq

06/23/2023

In today's world, providing patients with a seamless digital experience is more crucial than ever before. Seamless interactions between patients and providers are essential for receiving individualized care, but effective communication often poses a challenge due to time constraints faced by healthcare professionals.

A secure platform with private workspaces for digital interactions enables efficient communication between healthcare providers and patients, leading to increased positive experiences and greater satisfaction. To learn more about best practices for delivering personalized experiences in the healthcare industry, continue reading in the Moxo Newsroom: https://moxo.one/42StYcH

06/22/2023

In the world of healthcare and life sciences, delivering personalized experiences to patients is paramount. The ability to provide end-to-end experiences that are tailored to each individual's needs not only improves overall satisfaction, but also establishes a strong foundation of trust and loyalty.

However, creating and maintaining these experiences can prove challenging. For strategies and best practices, continue reading in the Moxo Newsroom: https://moxo.one/42StYcH

06/21/2023

Moxo will be attending the Future of Financial Services — New Zealand 2023 event on June 22. This event is New Zealand’s leading forum for all things technology and digital innovation in financial services.

Renowned thought leaders and executives will be exploring the tech trends that are shaping New Zealand’s financial services sector. Joined by experts in IT, banking, security, CX, data, and platforms, the annual conference investigates the latest innovations that are set to empower the NZ industry to build better financial ecosystems. For more information and to register, please visit https://moxo.one/3NFoX2O.

06/20/2023

As any business owner or project manager knows, keeping track of project milestones is integral to the success of any initiative. And while these milestones can vary depending on the project, they generally include steps such as approval of project plans, signing of contracts, and collection of intake paperwork.

By keeping track of and communicating these milestones with team members, you can ensure that everyone is on the same page and working towards the same end goal. Continue reading in the Moxo Newsroom for more details: https://moxo.one/3P8Xsjo

Address

Saratoga, CA
95014

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm

Website

http://moxtra.com/

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