Wealthbox + Moxo

Modern CRM integrated with collaborative workflow management.

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Overview

Moxo is a leading service orchestration platform for customer, vendor, and partner processes. With the Moxo integration, advisors can automatically sync key information from Moxo’s collaborative workflow platform directly into Wealthbox, keeping client records updated across both systems. By combining Moxo’s powerful capabilities to manage business processes with Wealthbox’s CRM, businesses can enhance operational efficiency, automate workflows, and provide a cohesive client experience from onboarding through ongoing relationship management.

Use a drag-and-drop builder to create workflows in Moxo and save them as templates. Workflows can include business actions such as forms, file requests, eSignatures, approvals, tasks, and more.
All interactions on Moxo are logged as a new note under a client’s Contact Record in Wealthbox using the Moxo + Wealthbox integration.

Resources

Recorded webinar

How Advisors Use Moxo + Wealthbox to Streamline Client Service Processes

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Blog post

Moxo Partners with Wealthbox to Streamline Client Service Processes

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Max Rao, Head of Solutions Engineering at Moxo
“Financial advisors can seamlessly extend Wealthbox with Moxo’s service orchestration platform while ensuring all interactions sync back to Wealthbox as the system of record.”

Max Rao, Head of Solutions Engineering at Moxo

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