In IFGS 2017, Pitch360

Moxtra

March 19th, 2017 / / IFGS 2017, Pitch360

Company Name

Moxtra

CATEGORY

Personal Finance Management and Robo Advice

CEO

Subrah Iyar

WEBSITE

www.moxtra.com

SOCIAL

@moxtraHQ

COMPANY DESCRIPTION

Moxtra delivers a mobile first, embeddable cloud collaboration service that lets people work the way they want to – simply and flexibly, in real-time or any time. Moxtra’s fintech solution for Client Engagement revolutionizes the way of delivering Relationship and Wealth Management Services in Financial Services Industry.

WHAT CAN WE EXPECT FROM YOUR PITCH AT IFGS?

Moxtra’s Customer Engagement Solution in the context of Relationship Banking. Showcasing how a RM/Wealth Manager can connect with their customers over any device; facilitating numerable customer queries and offer services regarding the portfolios managed. All of these capabilities can be driven right within existing applications (web/mobile) used by both the RM and the customer: leveraging Moxtra’s embeddable capabilities and connecting over synchronous and asynchronous communication including chat and voice/video calls, text/voice annotations, screen sharing, inviting in product/service experts on demand. We will show how the customer can learn about a favourable opportunity in their portfolio, conduct various interactions and collaboration over chat, document annotations, voice call and screen sharing to complete a transaction.

WHERE DO YOU SEE YOUR COMPANY IN 5 YEARS TIME?

We see ourselves becoming the world’s leading provider in the embeddable collaboration space – serving the collaboration needs of enterprises and providing industry vertical solutions that offer deeper customer engagement and great user experience to customers in industries across Banking, Financial Services, Healthcare etc.

OPERATE IN:

  • UK
  • EMEA (excluding UK)
  • Asia
  • North America
  • Central/South America

TARGET AUDIENCE:

  • Financial Institutions
  • Businesses
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