Digital workflows have shown to be extremely useful in streamlining and automating repetitive corporate operations, reducing mistakes, and bolstering overall productivity. Reports from Yahoo show that as the number of workflow management systems increases over time, more firms are able to automate repetitive jobs and shift paper-based processes to web-based digital workflows, removing the need for manual data input and human errors.
This, in turn, dramatically improves your daily processes. Customizable workflows help you save time and drive operational efficiency, allowing your staff to cooperate in a more productive and agile manner. Most importantly, you can enhance your client interaction management and provide clients with convenient access to your business, with just-in-time assistance.
Moxo's OneStop platform provides a secure client portal experience that will help streamline your business procedures through digital workflows.
Why Are Workflows Important?
Throughout your interactions with clients, you start to recognize the significance of workflows when establishing a digital automation system.
Digital workflows lay the groundwork for increased efficiency surrounding business processes. Consequently, you can substantially examine, run, manage, evaluate, and enhance your company's operations.
For instance, there are cases where you frequently wind up storing and maintaining client information in an inefficient location. Without a platform that can manage and organize documents through digital workflows, you risk losing clients due to a disorganized approach to information and document management.
What Is a Client Workflow?
A workflow is an established set of procedures to complete a task, such as the steps needed to complete the new client onboarding process. Custom workflows will assist you in staying on track step-by-step and give each client proper attention throughout your various business processes while automating routine tasks.
One of the most notable aspects of Moxo's OneStop Client Interaction Platform is the ability to bring structure to client interactions with a complete suite of engagement capabilities, including document & task management, secure messaging, digital signature, video conferencing, screen sharing, visual annotations, and more. Paired with customizable client-centric workflows, businesses can automate tasks to streamline daily processes and increase efficiency—all within the same platform.
Superior Client Interaction Management
Moxo streamlines client interaction processes through digital workflows and improves client convenience by providing all-in-one access to your business on both mobile and web.
With this OneStop solution, businesses can control the chaos associated with client relationship management and do away with disparate collaboration channels. The Moxo platform provides structure to fragmented client interactions—a cutting-edge solution for servicing clients in the digital age. The OneStop Platform also streamlines client engagement processes through digital workflows and provides you with a centralized view of staff and client interactions for complete oversight of your business teams.
An engaging and enjoyable client experience is essential to client retention. Moxo offers a OneStop Client Interaction Platform to streamline business processes through workflows and oversee client relationships via an innovative digital portal experience. Delivered in an app and available on both mobile and desktop, the Moxo platform helps you provide a secure and convenient experience to your clients. Some of Moxo's key features and major benefits include:
Key Features
- Customizable workflows: Moxo lets you create repetitive, sequenceable processes with a predefined client and internal user actions using interactive digital workflows.
- Built-in interactivity: Your OneStop Client Hub is integrated with best-in-class collaboration tools, enabling your staff to provide just-in-time assistance to clients. Moxo incorporates document collaboration, video conferencing, digital signature, chat messaging, and other interactive features. These capabilities encourage your client to conduct business with you, at their convenience, directly from their mobile device or desktop.
- Configurable user experiences: You may deliver a tailored digital service experience to your clients with Moxo. Configure your hub to include a client portal, customer-centric processes, business content, and robust integrated collaboration, delivered under your brand.
- Persistent client interactions: Improve the speed of transaction workflows, review and approval cycles, and business throughput. Maintain a consistent record of client interactions through progress monitoring, audit trails, virtual data rooms, and other tools.
- Comprehensive oversight: Gain control over your client connections and employee performance to ensure responsiveness. Moxo securely captures all interactions, providing an auditable digital paper trail. Create IDs and interaction procedures to ensure proper communication flow.
- Audit and security: Moxo is built with best-in-class security and compliance features such as SOC III, GDPR, and PSD2. Besides that, the platform's encryption and an auditable digital paper trail are designed to fulfill the stringent compliance standards of regulated businesses.
Benefits
- The all-in-one platform provides a workflow builder to streamline operations, improve the client experience, and enhance your team's efficiency.
- Interact with your clients and provide just-in-time support with a comprehensive, integrated array of interactive features.
- Maintain control over client accounts by keeping a close eye on client interactions, key performance metrics, and internal staff performance.
- Configure your hub to provide a personalized experience by including client-centric workflows, relevant business content, and comprehensive deployment choices offered under your brand identity.
- With customizable workflows, you can automate your company's daily operations, allowing your employees to allocate time to other important matters. Eliminate bottlenecks, speed up corporate processes, and manage client-centric processes in a single location.
- You get access to powerful interactive capabilities, 360° oversight, bank-grade security, paper trail audit, roles and permissions, and more.
With the Moxo OneStop Client Interaction Platform, you can streamline client-centric business processes through workflows and provide clients with a personalized and convenient digital experience—all under the same platform. Automate routine operations and create custom workflows that align with your company's procedures. To learn more about the Moxo OneStop Platform, book a demo today.
