Real-World Case Studies and Customer Success Stories with Moxo (formerly Moxtra)

Moxo’s collaborative workflow software helped Stonehage Fleming improve client engagement and streamline operations. The firm replaced manual communication with a... secure, interactive portal for real-time collaboration. Team members and clients now connect easily, reducing delays and misunderstandings. Security features protect sensitive financial data. Stonehage Fleming delivers faster, more personalized service and operates more efficiently across global offices.
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Raiffeisen Bank used Moxo’s collaborative workflow platform to launch RaiConnect, a digital branch for remote client engagement. The bank faced... challenges with fragmented communication and inefficient workflows as it moved to digital channels. Moxo’s platform unified communication, automated workflows, and enabled secure document sharing. Relationship managers could now deliver high-touch services and manage complex transactions remotely. The result was improved client satisfaction, faster transaction processing, and better internal team coordination.
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Moxo helped Keebeck Wealth launch the 'Ask Keebs' app for client service. The app unified client communications and document sharing.... Within two weeks, client engagement reached 41%. Internal collaboration and communication improved for the team. Clients now access all services and updates in one place. The solution made onboarding and ongoing support seamless for both clients and staff.
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Moxo helped K&A Mobile Tax Services secure client communications and data. The platform enabled IRS-compliant document sharing and private collaboration.... K&A improved workflow management and reduced miscommunication. Clients trusted the secure portal for sharing sensitive financial data. The team handled more clients and saw higher satisfaction. K&A grew their business with digital convenience and security.
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Moxo powers Citi Hello, a secure app for Citibank India’s wealth management clients. The solution lets clients message, call, and... video chat with relationship managers, share documents, and sign deals in-app. Citibank saw a 200% productivity increase and over $200 million in transactions in 10 months. Usage reached 100% among clients and managers. The bank achieved a 10x ROI and broke even in the first year.
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Moxo helped Bank of Queensland automate lending workflows. The bank used Moxo’s collaborative workflow software to streamline communication and document... sharing. The Pocket Banker app let clients check application status and communicate securely. Automation reduced manual tasks and improved productivity. Clients saw faster loan processing and better transparency. Customer satisfaction increased with real-time updates and secure messaging.
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Moxo helped Accountific cut email volume by 90%. The bookkeeping firm unified all client communications on one platform. This reduced... software costs and improved client service efficiency. Accountific now manages client relationships more easily. The team spends less time tracking messages and more time on important work. Moxo made Accountific look more professional to clients.
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Van Lanschot used Moxo to modernize its client service delivery. The bank replaced manual, in-person portfolio delivery with secure digital... access and real-time messaging. Clients now manage portfolios and communicate with relationship managers from anywhere. Moxo enabled seamless onboarding, transparent transaction records, and improved compliance. The digital platform strengthened client satisfaction, operational efficiency, and brand loyalty.
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Moxo’s collaborative workflow software helped BNP Paribas improve client engagement and streamline operations. The bank needed a seamless digital customer... experience for its wealth management clients. Moxo enabled BNP Paribas to launch MyWealth, a secure hub for messaging, file exchange, digital signatures, and video meetings. Clients could now manage their wealth remotely and securely. The solution unified communication channels, making it easy for clients to access services and interact with relationship managers. This boosted client satisfaction and reinforced BNP Paribas as a digital innovation leader in wealth management.
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Moxo’s collaborative workflow software helped Advanced Credit save over 80% of the time spent on managing workflows and documentation. The platform provided... secure, bank-grade encryption for all client interactions, improving both security and client confidence. Advanced Credit saw a 35% increase in performance and grossed over $175K in its first year using Moxo. The solution centralized project documentation and client communications, eliminating the need for multiple channels. This led to better client service and supported significant business growth.
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Moxo helped Finrego cut client onboarding time by 75%. Finrego, a UK-based digital accountancy and consultancy, struggled with fragmented communications... and slow onboarding. Moxo unified all client messages and automated onboarding workflows. The team now saves time on admin tasks and can onboard more clients. Finrego saw over 400% business growth and improved client satisfaction with Moxo’s collaborative workflow software.
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Moxo helped Standard Chartered improve client experience and transaction efficiency. The bank used Moxo in its myRM digital hub to... give clients secure, seamless access to relationship managers. 65% of all transaction approvals now happen within myRM. Over 1 million clients in 6 markets use the platform. Moxo enabled secure messaging, fast approvals, and a strong audit trail, making banking easier and safer for clients.
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Moxo helped Bank of Queensland improve their lending workflows. The bank faced delays and inefficiencies in loan processing and communication.... Moxo’s collaborative workflow software and the Pocket Banker app created a secure digital branch. Clients and managers now communicate easily, share documents, and track applications in real time. Automation reduced manual work and increased productivity. Customers enjoy faster service and better transparency.
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Moxo helped Raiffeisen Bank deliver digital wealth management with the RaiConnect app. The bank needed to keep high-touch service while... moving to digital channels. Moxo’s platform unified communication, automated workflows, and enabled secure document sharing. Relationship managers could support clients remotely and securely. Clients managed transactions and wealth from their smartphones. The bank saw improved client satisfaction and faster service delivery.
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Moxo helped Tattoo Visa cut visa processing times by over 80%. Tattoo Visa used Moxo to automate document management and... client communication. The platform let them handle 10 times more clients, growing from 20 to over 200 cases. Real-time updates and automated workflows made it easier for artists to submit documents. Tattoo Visa now completes visa applications in 120-150 days instead of years. Clients are happier and the company can scale without losing quality.
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Moxo helped Peninsula Visa cut document processing time by 93%. The company replaced chaotic email chains with a unified digital... platform. Moxo's intelligent workflows let clients submit documents in hours, not days. Automated flows and milestones made the process easy and accurate. Peninsula Visa now handles more clients and has grown revenue. The platform supports new service offerings and business expansion.
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Moxo's collaborative workflow software helped Gogo Mediation save over two hours of admin time per booking. The platform automated manual... tasks, reduced 15–30 email exchanges per case, and ensured confidentiality with private client workspaces. Gogo Mediation used Moxo to manage video conferencing, document sharing, and scheduling in one place. Client satisfaction improved due to streamlined communication and reduced anxiety. The firm scaled operations and focused more on mediation and arbitration services.
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Moxo helped Veon Szu Law modernize their legal practice. The firm saw an 80% increase in internal efficiency and a... 50% improvement in client workflows. Moxo enabled secure document sharing, e-signatures, and real-time collaboration. Lawyers and staff could manage contracts and paperwork from anywhere. Clients found the platform easy to use and appreciated the seamless experience. Veon Szu Law now delivers faster, more efficient legal services with higher client satisfaction.
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Moxo helped Peninsula Visa cut document processing time by 93%. The company used to struggle with email chaos and slow... document handling. Moxo Flow gave them a step-by-step system for document submission. The platform used smart automation and milestones to guide clients. Now, clients can finish the process in hours, not days. Agents handle more clients and offer new services. Moxo boosted client satisfaction and helped Peninsula Visa grow revenue.
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Moxo helped Suzie Turner Couturier create a digital workflow for bespoke gown design. The new app let clients and designers... share ideas, files, and updates in one place. Real-time messaging and visual tools improved communication and feedback. Clients could track their dress progress anytime, from anywhere. The app reduced errors and delays, keeping clients happy and engaged. Suzie Turner Couturier set a new standard for digital client service in couture fashion.
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Form Collective used Moxo to solve communication and project management problems. Before Moxo, their team struggled with scattered messages and... lost documents. Moxo gave them a single place to manage all client and vendor interactions. The platform let them organize files, set roles, and keep everyone updated. This helped Form Collective take on over 20% more design projects. Their team now works faster and clients are happier.
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Moxo helped Plural Architecture & Design connect teams in Dubai, Canada, and India. The firm used Moxo to share drawings,... mark up designs, and talk in real time. This cut down on emails and made decisions faster. The team became paperless and improved client satisfaction. Moxo’s branded platform also made the firm look more professional to clients.
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Moxo helped Form Collective, a Canadian design firm, solve problems with scattered communication and lost project updates. The team used... Moxo's collaborative workflow platform to centralize all project files, messages, and documents. This made it easy to manage roles, share updates, and keep everything organized. As a result, Form Collective increased their project capacity by 20%. The firm now works more efficiently and keeps clients happier with better communication.
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Moxo helped SimplySolved cut operating expenses by 29%. The consulting firm used Moxo to centralize client communication and automate workflows.... This improved collaboration and kept all information in one place. SimplySolved achieved 100% of their service deliverables. Clients gained more trust and satisfaction from the secure, transparent processes.
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Moxo's collaborative workflow software helped Hosp Point, a hospitality consulting firm, boost revenue by 70%. The firm reduced client onboarding... time by over 40%. Moxo enabled Hosp Point to centralize communication and automate workflows. This made it easier to manage documents and client conversations in one secure place. Hosp Point gained 10 new clients in a year thanks to improved efficiency. The team now spends less time on paperwork and more time growing their business.
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Falconi Consulting used Moxo’s collaborative workflow software to support micro and small businesses during the COVID-19 pandemic. The platform enabled... Falconi to deliver remote consulting services, keeping communication and project management seamless. 85% of Falconi Together users said Moxo improved communication and value. The app helped clients access services, share documents, and manage business processes digitally. Falconi expanded the solution to serve medium and large enterprises, ensuring efficient project delivery and client autonomy.
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Moxo helped DeFonseka cut operational costs by 70%. The company used Moxo's collaborative workflow software to manage client interactions and... document workflows. DeFonseka onboarded 50% more clients and reduced email volume by 90%. The platform made client onboarding seamless and improved security with bank-grade encryption. Deal flows became four times faster, and communication time dropped by 6-7 hours.
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Moxo helped RevGen, a marketing and demand generation agency, cut client onboarding time by 70%. RevGen used Moxo’s white-labeled platform... to centralize all client and internal communications. This made it easier to track conversations and manage projects. Account managers could handle 50% more clients. Clients saw a more professional and transparent experience. RevGen improved client satisfaction and retention with Moxo’s integrated solution.
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Moxo's collaborative workflow software helped 1852 Media save over two hours per day. The platform automated onboarding and centralized client... communications. 1852 Media increased client capacity by 13% and revenue by 14.7%. Account managers handled 30% more clients each. The team reduced errors and improved client service. Moxo enabled sustainable growth for the marketing firm.
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Moxo helped QiWorks, a digital marketing firm in Bengaluru, improve team and client collaboration. QiWorks used Moxo to launch QiWorks... Engage, a branded portal that centralized communication and document management. This platform made it easy for all stakeholders to access project information and give real-time feedback. As a result, QiWorks reduced business process length and improved project alignment. The solution also streamlined HR onboarding and enhanced campaign outcomes.
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AMCK Group used Moxo to solve challenges in managing a global talent pool. They needed better digital tools for virtual... go-sees, contract signing, and booking management. Moxo provided a platform for remote collaboration, streamlined onboarding, and organized calendars. The solution enabled seamless communication, e-signatures, and real-time castings. AMCK Group now delivers a connected and efficient experience for talent and clients.
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Moxo helped Josie, a coaching firm for working parents, automate 100% of their onboarding process. Josie reduced onboarding time by... over 90% and improved efficiency by 75%. Client satisfaction increased to 100%. Moxo's platform centralized communication and streamlined documentation. Josie now delivers a smoother coaching experience and better team collaboration.
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Moxo helped Centum Academy move from in-person to digital learning. The academy faced confusion and inefficiency using many separate tools.... Moxo combined messaging, scheduling, and document sharing in one platform. Teachers and students could communicate easily and manage assignments in real time. Parents felt secure with strong privacy features. The result was a smooth, safe, and engaging online education experience.
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Moxo’s collaborative workflow software helped Hibernia College boost student engagement and retention. The college used Moxo’s platform in their Cohort... App to connect students and faculty in a secure, branded digital space. This solution created a strong sense of community and improved communication. Students accessed resources and interacted easily from anywhere. Hibernia College achieved a 97% student retention rate with this approach.
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