#Moxtra dashboard full#
Access the full report here.Moxtra Login. This article is originally from our US Wealth Technology Landscape Report 2021. Moxtra - Engage and manage your customers - with your OneStop Customer Portal All these elements add up to a convenient and managed experience for the customer and allows organizations to consistently evolve and adapt to exceed expectations.
It’s all about a customer relationship, tenacity in exceeding expectations, and the security that it is offered in one managed and controlled environment. Not only do providers need to be able to respond to end customers’ needs today they also need to be able to anticipate what they might be going forward and equip advisors with the tools and workflows to respond. Going forward we think that we are still on a steep learning curve. We also provide advisors with a fluid experience with bank-grade security, audit trails, and compliance.Įffectively, the need is to provide businesses with a single pane of glass where they can see their customers and collaborate with them- it is not just about ROI and transacting any more it is about deeper and long-lasting engagement. Our offering can manage identities, responsibilities, and workflows to ensure business continuity.
Security is a big conversation and providers need to be vocal about what they have on offer in order to be able to reassure and retain their clients. Customers need to feel that their privacy and security is well taken care of and that they can trust their advisor to deal with personal data sensitively. The journey of data should be as direct as possible with the least possible touchpoints and additional apps given access- so as the limit the opportunity for attacks and data leakage.Ī second component to this is brand identity and the comfort that comes with having a trusted and secure brand. Applications that have amazing functionality but are not reliable and secure are of little worth. Security is one aspect of this, reliability is another.
One critical aspect in the spotlight is having a managed and controlled environment customers can trust. This is an important consideration-especially in an increasingly technological world. Today’s requirements are to be able to offer a dedicated, high touch service to clients who now expect digital offerings. This feeds in well to expectations around customer convenience and service levels. Moxtra powers organizations’ own branded portals, acting as a controlled environment for all business needs rather than directing customers to rely on disparate unmanaged communications tools for sensitive interactions. Thus, organizations can have transparent overview of all business communications and assurances of safe online practices through their encrypted portal. Moxtra’s One –Stop Collaboration Platform keeps all interactions all in one place. Having better and more efficient workflows and task management tools also forms an increasingly important part of the collaboration offering and the ability to feed into other applications, such as CRM and compliance related toolkits is, of course, a must too. Indeed, today’s communication puts the emphasis on a two-way collaboration and convenience between the customer and the advisor. There is also the need for the advisor to arrive at the conversation fully armed with the complete remote communication capabilities such as screen sharing, document access, digital signature and annotated notes in one communications portal. This goes way beyond a conversation that is related to a transaction or a one-way push of content, data and notifications to the client. Convenience is key and so it’s all about the method of communication and the speed at which the advisor can be contacted. Businesses must adapt.īut today it is about so much more than the conversation itself. In the aftermath expectations have changed to a digital and customer centric model. Indeed, the financial industry has reacted well to customer demand for choice and convenience and moved to provide an omni-channel service: To deliver to customer expectations, it has become a necessity for businesses to deploy a digital offering and a one-stop service experience for the convenience of customers.Īll of this was already in play before Covid-19, but the pandemic has moved it all into sharp focus. Technological innovation has changed the art of the possible - from face to face, to everything digital. The way in which advisors keep in touch and provide service to their clients has altered dramatically. Communications and the relationship have long since been the most important factors in the success of the advisor-client relationship.
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