Moxo

We are incredibly honored to be named the "Best Private Banking Centre Automation Initiative" as well as the “Best Client Lifecycle Management Initiative” in the 2025 Global Private Banker WealthTech Awards.? Thank you Global Private Banker for the award recognitions and congratulations to all the 2025 WealthTech Awards winners. Discover more: https://moxo.one/43r29fn

Proud to partner with Qdeck.ai in supporting Keebeck Wealth Management’s AI innovation journey! By combining our client workflow capabilities with intelligent AI tools, we’re helping advisors strengthen relationships through scalable personalization. Exciting to see how partnerships like this push the wealth management industry forward.

Moxo's Sales Kickoff is in the books! It was great to come together, collaborate, and strategize for the year ahead. Looking forward to a successful 2025!

Contractor Independence Marketing, a veteran-owned digital marketing agency, is revolutionizing lead generation for contractors across the United States. By transforming their digital client experience, they’ve slashed onboarding times by 75%—reducing the process from up to 60 days to just 15. In this episode of the Service Orchestrators Podcast, Christy Lamberjack interviews Mark Molinyawe, Director of Client Success at Contractor Independence. Together, they explore how the company has redefined client onboarding and service delivery, enabling contractors to break free from outdated lead generation models. Discover how Contractor Independence uses Moxo to deliver outstanding digital marketing solutions to contractors nationwide. Catch the full podcast now on YouTube: https://lnkd.in/gfF7GT-V

The first 90 days of a client relationship are critical, yet many businesses continue to face challenges with effective onboarding. Moxo’s latest report, The Future of Customer Onboarding 2025, offers an in-depth exploration of this crucial period. Drawing insights from over 300 organizations, the study highlights key challenges and uncovers opportunities to transform onboarding into a strategic advantage. The findings expose a major disconnect in B2B onboarding: - 93% of companies say automation is essential, but only 34% call their process efficient - 56% experience delays due to outdated methods and fragmented communication - 60% of customers say onboarding takes too long The good news? Companies using automation see real results: - 74% boost in efficiency - 51% fewer errors - 63% better customer satisfaction The future of onboarding is a blend of personalization and automation. Read the full study here: https://lnkd.in/gSdk3d9R

"My email volume from my clients has decreased probably 90% since we started with Moxo. It’s made it much easier for me to run my business. " Accountific, a Canadian virtual bookkeeping firm, specializes in payroll services, financial reporting, and regular bookkeeping, and provides personalized and flexible financial solutions tailored specifically to the needs of restaurant owners nationwide. By integrating Moxo into their operations, Accountific has transformed its communication process, reduced costs, and boosted overall efficiency. In this episode of the Service Orchestrators Podcast, hosts Nikhita Iyar and Naz Ahmed chat with David Monteith, Founder of Accountific, about managing remote client relationships, streamlining communication channels, and delivering tailored financial services designed to support the restaurant industry. Catch the full podcast now on YouTube: https://lnkd.in/g2mvGtDs

"Everything we do in terms of touching the client relationship flows through Moxo." Moxo powers Ask Keebs, creating a communicative flywheel that unifies Keebeck’s technology stack, keeping advisors and clients seamlessly connected. With a 95% client adoption rate, Moxo supports Keebeck Wealth Management in tracking engagement, providing transparency, and maintaining accountability across its processes. Bruce K Lee Joseph Polakoff https://moxo.one/3EF7tRW

Growing a business isn’t just about acquiring new customers—it’s about retaining the ones you already have. Customer retention is not only cost-effective but also a powerful revenue driver. Understanding retention metrics helps identify gaps, improve strategies, and build stronger customer loyalty. Check out our guide to key retention metrics and maximize your customer base. https://lnkd.in/g2YJFNDs

A solid onboarding process can boost client satisfaction, cut down on churn, and help you keep more customers in the long run. The secret to a smooth onboarding experience? Having a well-designed onboarding checklist to guide the process and make sure nothing gets overlooked. Discover our comprehensive guide to building an effective onboarding checklist and set your clients up for success from day one. https://lnkd.in/gSeQcGft

"We do our entire onboarding process through flows. Moxo saves us a lot of time, not only with internal communication but also with how we deal with our clients. I know that I can manage more agents and have more conversations than I could if I was working through email or on the phone all the time." Signature Real Estate Group, a leading real estate brokerage with over 550 agents across Nevada and Utah, is empowering clients to navigate the ever-changing housing market while transforming its own operations. By adopting Moxo, the firm has streamlined communication, boosted efficiency, and strengthened client trust. In this episode of the Service Orchestrators Podcast, hosts Nikhita Iyar and Christy Lamberjack?interview Brandon Roberts, Corporate Broker and Owner of?Signature Real Estate Group. Together, they discuss how Moxo has revolutionized the brokerage’s operations, enabling Signature Real Estate to save valuable time and deliver exceptional service to agents and clients. Catch the full podcast now on YouTube: https://lnkd.in/dGeKDwmf