#Moxtra customers

[trustatlantic]

Moxtra customers

This phenomenal lab enabled us to dig into BMW’s business challenges and create a real value added solution for BMW to manage their retailer business interactions in the mobile era. The BMW Innovation Lab 2020 gave us a unique opportunity to develop a deeper insight into the automotive industry and gain vital experience working with key stakeholders in the organisation. Connect with your customers anywhere, any time, and provide just-in-time responsiveness that ensures the most effective service delivery, uninterrupted. Moxtra powers apps for businesses to deliver high touch service in today’s digital age and can be deployed as a standalone web or mobile app, or as an extension to an existing digital strategy. With text, voice, and video messaging, document sharing, annotative notes, digital signature, meetings, calendar booking, task management systems and more, all interactions are recorded and catalogued in one organised, intuitive space. Each portal acts as a virtual collaboration workspace for a secure and controlled digital environment where completing business has never been more convenient. With the Adaptive Law Firm app, their team can maintain a collaborative relationship with clients and virtually manage their firm - right from their fingertips.Moxtra’s OneStop platform powers branded apps for organisations to engage their customers while managing their internal teams and external relationships. OneStop collaboration capabilities such as instant messaging, e-signature, video conferencing, file sharing, and more are consolidated in a single portal, helping to alleviate the stress that accompanies sorting through a crowded email inbox. The Adaptive Law Firm Hub helps their clientele of business owners, land owners, and complex families engage with Adaptive Law firm at their own convenience. Hollie Del Vecchio, Owner & Attorney of Adaptive Law Firm. It allows us to focus more of our energy on the substance of our work, rather than trying to track down and piece together disconnected meeting notes, voicemails, and email conversations. "This portal app is way more advanced than anything we have used in the past. The hub enables their team to quickly engage with clients, streamline case workflows, and manage their practice on a private and secure platform. Adaptive Law Firm uses their hub for internal and external collaboration, powering seamless communication between team members and clients. Disjointed channels of communication, such as email, were not only inconducive to building rapport with clients, but it wasn’t entirely secure.Īside from collaboration with clients, Adaptive Law Firm needed a strategy to help streamline case workflows and manage accounts more efficiently.Īs part of their firm’s initiative to innovate for clients, they launched the Adaptive Law Firm App, powered by Moxtra, to deliver a streamlined legal service experience to their clients. When establishing trust and fostering strong relationships in the legal space, consistent and quality engagement between the law firm and the client is critical. Their focus is on creating relationships and building trust, and they are constantly evolving to provide clients with the latest technology for improved communication and collaboration. Adaptive Law Firm provides estate planning, business planning, and trust administration services for residents and businesses in Washington.

[perujust]

Moxtra slack integrations

#MOXTRA SLACK INTEGRATIONS FULL#

#MOXTRA SLACK INTEGRATIONS SOFTWARE#

#MOXTRA SLACK INTEGRATIONS SOFTWARE#

This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. Discover how it can benefit your team - start your free two-week trial today. Wrike has been proven to make organizational processes 40% more efficient, eliminating time-consuming admin work and reducing costs across the board.

#MOXTRA SLACK INTEGRATIONS FULL#

For extra peace of mind, you can use the Wrike Lock add-on and gain full ownership of your master encryption key. We also offer tailor-made templates to help teams kick-start Agile projects and tick every box for compliance.Īs well as 99.9% uptime, our enterprise-grade security offers single sign-on, role-based access control, and continuous data backup. Work smarter with Work Intelligence™: our advanced communication software that offers voice commands, smart replies, and document processing. Wrike boasts a wide range of award-winning features, including dynamic request forms, automated workflows, cross-tagging, custom item types, and 400+ app integrations. Our cloud-based collaboration software software is trusted by 20,000+ leading companies around the world, including tech giants such as Fitbit and Siemens. Wrike is a powerful work management platform that gives cross-functional teams full visibility into complex projects. Yalla was made to make your life easier, cheaper, and more efficient! We built the software around teams, so we're dedicated to helping you get your team set up and running! The best part about Yalla, we're right by your side the entire trip. These are just to name a few, you'd be here all day if I listed off everything. The main points that Yalla can accomplish are the to-do lists, the team collaboration, the chat, the client collaboration, the project organization, the funnels for frequent procedures, the timekeeping, the reports, and the integrations. Think of how many users you have, getting charged per month, per software. Yalla takes pieces of all the most popular team collaboration softwares that only provide one or two functions and meshes them all into one software.Īll the best functionalities in one package deal with one simple subscription tier, which, reviewed annually, could be saving your company thousands of dollars that are spent on multiple subscriptions.

[tinamathew2020]

What Is A CPA Client Portal?

A CPA Client Portal is an online platform/portal for a collection of digital files, services, and information, accessible through the Internet through a web browser.

The term is mostly applied to a sharing mechanism between a firm and its clients. A CPA firm provides a secure entry point, typically via a website, that lets its clients log into an area where they can view, download, and upload private information.

CPA client portals are most predominantly used for the secure exchange of financial information, usually when teams are working remotely. Privacy laws involve encryption of their clients' personally identifiable information that is sent online electronically by a firm . Sharing such information through emails is not a secure way .Client portals allow users to centralise and virtualize their organisation, usually to increase efficiency and communication.

Client Portal gives clients access to their own projects, contracts, services and accounts in order to improve transparency and assist clients help themselves. It offers your clients on-demand access for the services provided to them smoothly.

Must Have Features For Client Portal For Accounting Firms

Sustainability: CPA portal should be energy efficient and respect the environmental factors.

Easy Uploading: CPA firm’s client portal allows CPAs and accountants to upload multiple files at once, directly into your browser, via simple drag-and-drop.

Advanced Tracking of Activities: All of the events that occur within your firm’s client portal can be tracked,That may include individual document sharing activity for each single user. An online tracking system makes you free from worries.

An Attractive Dashboard Interface: A CPA portal provides an eye catching dashboard interface. Dashboard is an accountant's welcome screen and your main control panel to keep tract and control all your activities.

Simple And Habitual Organisation: It let’s CPAs organise the content in their client portals exactly the way they want so that their clients can quickly and easily find anything.

Secure Sharing Of Data: Client portal for accountants provide accountants secure data sharing and viewing feature.Moreover , only the people you give access to can access the data.

Continuous And Smooth Collaboration: Client portal for accountants allows you to post messages and assign tasks to their firm’s partners.In an easy, safe, and secure way.

Customizable Portal: A good CPA firm client portal allows you to build a portal your own with your firm’s logo and brand colours. It provides a feature to create a branded, white-labelled client portal in a matter of minutes. In this way you can present a more polished, professional look that builds a bond with clients and customers.

Cost-Efficient Pay Plans: Price plans for CPA firm portals should have straightforward pricing and must offer a free 14 day trial.

Integrated Client Portal : A client portal for accountants should be a single place to securely store, manage and share all accounting files, integrated with accounting apps you use daily.

Loss Prevention: A CPA firm client portal must have an Auto save option in order to protect important data. It is a basic utility of any cloud service. If your data is lost, a 24/7 team must be available to help you to retrieve your data.

Automatic Updates: A CPA portal must have automatic updates at regular intervals for the improvement of your interaction with the latest technology.

Top 5 Client Portals For CPA Firms

My CPA Dashboard

Accelo

SuiteDash

MOXTRA

SafeSend

Conclusion

The most important thing to be successful for any firm is building strong and lasting relationships with clients. But managing clients takes up a lot of your time and energy. So The best way to nourish and grow your relationships with each client when you are strapped for time especially during tax season is to practice efficient client management using a secure client portal.

[armandj]

How Can Fintech Platforms Develop a “Human Contact”–& Why Does it Matter?

  The pandemic drove an unprecedented wave of curiosity in on-line monetary providers, seemingly each out of necessity and curiosity.

On the one hand, people who could have beforehand relied on monetary providers that have been offered in individual have been all of a sudden compelled to change to digital platforms. As brick-and-mortar banks closed their doorways, their digital counterparts have been the one possibility.

Then again, nevertheless, the mix of widespread lockdowns with an elevated concentrate on issues within the world financial system appears to have modified peoples’ relationships with their private funds. For instance, on-line investing platforms throughout the board appear to have onboarded waves of latest customers since March.

Whatever the motive, nevertheless, the very fact is that customers are interacting with fintech platforms on a extra widespread stage than ever earlier than.

Because of this, monetary providers firms are upping their sport in terms of their B2C fintech choices, constructing out new services and products at a document tempo.

Nevertheless, because the digital fintech world more and more dominates the strategies wherein individuals work together with fintech platforms, the variety of services and products is just nearly as good as a platform’s presentation. Individuals who beforehand dealt with most of their monetary enterprise in-person could really feel put-off and alienated–and even confused and defeated–by one thing like a banking app.

This is the reason creating and sustaining a “human contact” in fintech is extra necessary than ever. As monetary firms more and more transfer their B2C operations on-line, how can prospects’ interactions with fintech platforms keep a private contact?

“Belief and relationships are constructed between individuals, not individuals and machines.

Adam Reynolds, chief government of Saxo Markets, advised Finance Magnates that he believes a human contact within the digital fintech world is “extraordinarily necessary.”

A part of the rationale for it is because Reynolds has seen what can occur when issues go incorrect: “in Australia, a few of our largest firms have been so severely impacted by the pandemic that their offshore operations have been suspended, leaving many purchasers at the hours of darkness and unable to contact them,” he stated. “This eroded belief, which is a key ingredient in any relationship–gradual to construct up, and may be misplaced in a second.”

Adam Reynolds, CEO, Asia Pacific, Saxo Financial institution

Now that probably the most rapid disaster appears to be over, nevertheless, Adam says that “Monetary Providers are actually working the identical danger in the event that they lose sight of the significance of the human connection.”

“Belief and relationships are constructed between individuals, not individuals and machines. With out a human aspect to fintech, shoppers are much less geared up to make knowledgeable selections about their cash or knowledge, or really feel empowered and assured in adopting new applied sciences.”

It’s additionally necessary to keep in mind that for some prospects, the human interactions concerned with sure monetary actions are part of the worth of the expertise.

Eric Anziani, chief working officer at Crypto.com, advised Finance Magnates that for instance, “one of many explanation why senior residents nonetheless stroll to the financial institution twice every week and queue in line isn’t as a result of they’re incapable of acquiring cash in another approach: it’s as a result of they worth the human interplay and the private contact that comes from banking nose to nose.”

“That’s an necessary level to keep in mind when designing fintech platforms: your mandate to automate processes doesn’t have to come back on the expense of dehumanizing the expertise. Sustaining buyer help who can help customers after they get caught, whereas demonstrating that there are actual individuals behind the platform who really care, is crucial.”

The important thing to enhancing buyer experiences is including the ‘human contact’https://t.co/2xIcxLle34#banking #fintech #finserv #CX#digitalbakingreport pic.twitter.com/CMLcCfrwc6

— Jim Marous (@JimMarous) February 18, 2019

Eric Anziani, chief working officer at Crypto.com

Ranging from the highest down

What are the particular components of design that should be considered when engineering “human contact” right into a fintech platform?

Leena Iyar, chief model officer of enterprise interplay administration platform firm Moxtra, advised Finance Magnates that on the most simple stage, prospects and customers must know that their knowledge can be protected on fintech platforms. For fintech platforms that interface immediately with banks, that is additionally a matter of concern on the institutional aspect of issues.

“As a result of extremely private nature of the knowledge and the better cybersecurity danger inherently concerned, the primary key to propelling customer support efforts is that fintech options should show to banks and purchasers that their safety and privateness are top-notch and of the best precedence,” Iyar defined.

“A scarcity of well-thought-out functionalities can current dangers for purchasers and banks.”

A part of this contains customization: “fintech options should prioritize placing settings in place that tailor permissions for roles that mirror banking operations,” Iyar stated. “By imposing these boundaries inside the answer a exact administration system is created which offers the next high quality of service from the highest down.”

Leena Iyar, chief model officer of enterprise interplay administration platform firm Moxtra

Virtually human: synthetic intelligence performs an more and more necessary function in UX

Past top-notch safety, nevertheless, customers must really feel like there may be somebody–or moderately, one thing–obtainable to reply their questions and provide help every time they may want it.

Ivan Kot, senior supervisor at Itransition, advised Finance Magnates that “buyer expertise personalization as we speak requires real-time processing of ever-growing consumer knowledge,” which is “an unattainable feat for an worker, however a straightforward activity for synthetic intelligence (AI).”

Due to this fact, AI is enjoying an more and more necessary function on fintech platforms, particularly in terms of buyer relations: “the fintech business more and more depends on machine intelligence to sound ‘human’ in buyer interactions,” Kot defined.

To a sure extent, reliance on AI to deliver a human contact onto fintech platforms could also be efficient: “because of the current developments in NLP and machine studying, the fashionable chatbots and digital assistants can perceive prospects properly and maintain natural-sounding conversations with them,” he continued.

These developments have led to a proliferation of AI-powered chatbots on fintech platforms. “Right now, AI-powered chatbots and digital assistants are answerable for offering monetary help and buyer help in lots of fintech platforms,” Kot stated.

How #Chatbots Are #MachineLearning Their Means

To #HumanLanguage https://t.co/FVuWw0ZfOi #fintech #AI #ArtificialIntelligence #DeepLearning @ABridgwater pic.twitter.com/ujX5Rq3vM4

— Spiros Margaris (@SpirosMargaris) August 20, 2020

“This association has confirmed to be a win-win answer to date: purchasers are happy with 24/7 availability, pace of service, and stage of personalization, whereas enterprises can save staff effort and time for extra sophisticated duties.”

Ivan Kot, Senior Supervisor at software program growth agency Itransition.

Transferring past chatbots

Nonetheless, there’s no higher approach to develop a “human contact” than to have precise human beings obtainable on-demand.

“Transferring ahead, banks should look past generic web sites and chatbots, and seek for methods to offer a personalised expertise to purchasers via digital interactivity,” Moxtra’s Leena Iyar advised Finance Magnates.

For instance, “in response to purchasers being unable to fulfill in-person with their wealth administration groups, fintech platforms want to make sure their options have options that enable purchasers to connect with their relationship managers on-demand,” she stated.

That is significantly necessary in terms of fintech apps that basically act as “digital branches” for banks: “banking-client relationships are advanced and sometimes contain a number of events on either side, and options should enable for a heightened stage of responsiveness and transparency of providers,” Iyar defined.

“Banks have a sophisticated community of transferring elements, subsequently, one of many largest challenges is creating a digital banking ecosystem that organically delivers providers to customers, whereas concurrently scaling as a bank-as-a-platform.”

For banks, the final word aim ought to be that “every consumer ought to really feel as if they’ve an extension of the financial institution obtainable via digital channels.”

“Banks can ship this service expertise by providing a collaborative answer that merges in-person and digital experiences, via capabilities like safe messaging, digital signature, and a seamless monitoring of funds, transactions, and banking communications in real-time,” Iyar stated.

“By being able to handle all inner and exterior interactions in a single digital area, banks are provided a holistic view of their company portfolio, whereas concurrently offering an enhanced UX,” thereby “nurturing long-lasting relationships with purchasers.”

Leveraging consumer bases to create communities

In sure circumstances, fintech platforms may also leverage their consumer base to create a way of group inside their on-line operations.

Social funding app eToro, for instance, is likely one of the oldest examples of this: social interactions are an important piece of the platform, which was based in 2007.

“Once we based eToro, we needed it to change into a group the place individuals might share concepts,” defined Yoni Assia, the platform’s chief government, to Finance Magnates.

Due to this fact, “we constructed the platform as a social community for merchants and buyers, the place they’ll execute trades, but in addition see what others are doing and speak to one another.”

Yoni Assia, founder and CEO of eToro.

The social facet of the platform has additionally been leveraged to develop sure services and products.

For instance, “we introduced the concept of copy [trading] to the plenty, and it stays a key characteristic of our multi-asset platform as we speak. It permits you to copy trades of buyers you decide in proportion to the quantity you select to take a position and you may cease at any time,” Assia defined.

Whereas the identical form of group constructing and engagement could not doable on a banking app, per se, monetary firms should take into account how they’ll create safe methods wherein their customers can join with and help each other.

Engineering “moments of enjoyment”

Even the place social interactions aren’t essential or doable, nevertheless, Crypto.com’s Eric Anziani advised Finance Magnates that the UX of fintech platforms should transcend fundamentals reminiscent of simplicity and ease-of-use: they need to take into account their customers’ emotional reactions.

Particularly, “from a design perspective, it is advisable to be asking ‘how are you going to simplify the consumer expertise and create moments of enjoyment?’”, Anziani defined.

Due to this fact, in terms of one thing like simplification, UX designers should carry out a “delicate balancing act.”

For instance, ‘in the event you show too many decisions on display screen, there’s a danger of overwhelming your customers, whereas stripping issues again too far dangers leaving customers uninformed,” he stated.

“Primarily, you’re trying to information them via the method, whether or not that’s signing up, ordering a brand new card, or sending funds to a member of the family, utilizing refined cues and prompts which might be constructed into the consumer interface. You additionally wish to make sure the completion of necessary actions are acknowledged and celebrated. Maintain it clear and make it rewarding.”

Which platforms do you see doing a superb job of sustaining a “human contact”? Tell us within the feedback under.”

source https://www.financeary.com/news/how-can-fintech-platforms-develop-a-human-contact-why-does-it-matter.html

[nonviable-hostage]

via customer engagement strategies - Google News

[tortuga-aak]

AI and security were among the top trends discussed at Money20/20

BI Intelligence

At this year's Money20/20 conference, held in Las Vegas from October 22-25, BI Intelligence identified three emerging trends that will likely dictate much of the innovation in the payments space over the next year: AI's emergence in financial services, a reinvigorated focus on payments security, and partnerships to chase the network effect.

1. Financial services firms are captivated by how AI might revolutionize their businesses. However, the number of AI-specific announcements from major players was relatively limited compared with how much of the dialogue at the conference centered on future use cases. 

Here are a few major AI announcements from the conference:

AI technology firm Clinc partnered with financial services provider Enacomm on a reseller agreement that will bring Clinc’s “Finie” technology, which helps banks collect data, personalize product offers, and create a “tailored customer experience,” to more financial institutions across the country.

Personetics, a cognitive banking company, showcased how banks can leverage AI to “nudge” customers — giving them short, tangible steps to encourage specific behaviors — as a means of improving financial behavior and growing engagement.

In a panel discussion, Apple co-founder Steve Wozniak noted that the key to industry success will be investing in AI and building “centralized teams” focused on deploying it in ways that augment rather than replace humans.

In general, the most mature use cases of AI are on the back-end. Thanks to recent advancements in natural language processing (NLP), conversational use cases, like messaging app bots, are receiving attention from financial services providers. But they’re far from the most natural applications of AI technology — big data and analytics tools, risk and fraud prevention platforms, and regtech offerings are among many areas in financial services where AI is driving more significant returns today. 

BI Intelligence

With so much hype around AI's potential, it's important to focus on the real problems it can solve. 

Banks think AI has the potential to fundamentally change customer interactions. Seventy-nine percent of financial institutions think AI will “revolutionize” the way financial firms interact with consumers, according to Accenture. There are multiple ways this could play out — for example, conversational interfaces could become mainstream, or AI-driven insights could arm call center or branch employees with personalized and relevant advice to pass on to customers. 

So firms believe that there are clear payoffs for this research, investment, and technology. Top reasons that firms are investing in AI include better data insight, improved productivity, and higher cost savings, according to Accenture. By focusing on effectively deploying AI for narrow and well-defined tasks tied to those reasons, banks could best use AI by treating it as a surgical tool for specific use cases, rather than viewing it as a panacea. 

2. In the wake of high-profile data breaches, financial services firms like banks or payments technology providers are more focused than ever on securing consumer data.  

Bank of America (BofA) teamed up with Intel to bring biometric authentication to online banking users on the PC. The new tool, which will use Intel Online Connect technology, will allow BofA customers with the appropriate hardware to authenticate their PC logins using a fingerprint rather than a password or other form of authentication.

Mastercard launched a new application programming interface (API), called Consumer Control, that allows customers to use their banking apps to gain an overhead view of where they’ve stored their card information online as a means of better controlling their “digital payment footprint.”

Samsung partnered with a number of firms, including Diebold Nixdorf and Moxtra, to showcase its “Nexsign” technology. The technology uses biometric authentication, including fingerprint, facial recognition, iris scanning, and voice recognition, to better verify transactions on mobile.

Identity fraud is on the rise, so it’s important for firms to find ways to protect customers, or risk losing them.

Concerns about data security are higher than ever — and rightfully so. A record-breaking 15.4 million US consumers were affected by identity fraud in 2016, marking a 16% annual increase, according to Javelin. That’s leading to concern, which is only intensified by the barrage of high-profile briefings in the news, capped off by the Equifax attack that could impact over one million customers. Additionally, financial services fraud is spiking as well, according to LexisNexis. 

And so finding ways to visibly protect identity will be critical in maintaining loyalty. The risk of security failures are drastic — 19% of consumers would stop shopping at a breached retailer, and 33% would take a long-term break. Unfortunately, issuing banks often take the blame for breaches they had no part in. Against a backdrop of institutional security failures, financial services providers must take care to set themselves apart from the pack with regards to consumer protection. 

3. Firms are aggressively partnering to build the network effect. For a long time, tech firms focused on being "walled gardens," essentially owning a space from top to bottom as a means of beating out their rivals. Payments firms were no exception, with most players trying to build full-suite offerings. But that’s beginning to change as competition heats up and firms try to grab as many new customers as possible at a low acquisition cost, largely because the sheer noise in the space is making it hard to grab consumer attention — a problem that expanding the addressable base can help solve. 

Barclaycard US will issue a co-branded Uber credit card, which allows Uber riders to apply and enroll in the card directly in the app. The card provides robust rewards and attainable startup bonuses with no annual fee.

Bank-owned peer-to-peer (P2P) payment network Zelle forged new technology partnerships with firms like ACI Worldwide and IBM to get new financial institutions onto the Zelle network, and using real-time payments, more quickly and at a lower cost.

Processor First Data announced a swath of new partnerships. It's partnered with UnionPay to enable acceptance at its merchants; with Amazon for restaurant mobile order-ahead; and with Apple to bolster support for loyalty and rewards on mobile point-of-sale (mPOS) Clover.

As the digital payments industry becomes more crowded, access to the right population is the key to success. Currently, if a certain aspect of the payments industry begins to heat up, other firms are likely to "piggyback" onto it, which is leading to crowding. That hurts adoption, as it confuses customers by giving them too many choices and adding friction. By partnering, companies can break through the crowd and expand the size of their addressable base, which in turn can help them more effectively beat the noise and outrun their competition. 

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[skandyx]

Citibank to take solution co-developed with Bengaluru's Moxtra globally

Citibank to take solution co-developed with Bengaluru’s Moxtra globally

[ad_1] The solution allows Citi’s gold plan customers to interact with their relationship managers and authenticate transactions right on their smartphones, replacing the need for physical meetings. Citi picked Moxtra to co-develop the solution after the company participated at its ‘Citi Mobile Challenge’ programme in August 2015. “This has changed the paradigm in the access to expertise. Today…