Wealthbox is excited to announce an integration with Moxo, 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.
Join us for a previously recorded live webinar to learn more about the integration between Wealthbox + Moxo.
Max Rao, Head of Solutions Engineering at Moxo“Moxo is thrilled to partner with Wealthbox and provide an end-to-end solution for financial advisors to streamline their client service workflows,” said 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.”
Charlie Fargo, Head of Product Partnerships at Wealthbox“Wealthbox is pleased to announce the integration of Moxo into our platform,” said Charlie Fargo, Head of Product Partnerships at Wealthbox. “This partnership with Moxo allows advisors to further optimize their day-to-day operations and focus on building lasting client relationships.”
How it works
The Wealthbox and Moxo integration offers a seamless data synchronization experience designed to keep advisors focused on client service without getting bogged down by manual updates. With this integration, any updates or interactions that occur within Moxo’s service orchestration platform are automatically sent to Wealthbox, ensuring client records stay up-to-date across both systems.
To set up the integration, advisors can simply navigate to the Connectors section in Moxo, select Wealthbox, and configure their sync settings. Users can set the synchronization to run at a specific time each day, such as 12:00 AM. After setting the sync time, clicking “Log In to Wealthbox” will prompt users to connect their accounts. Once authenticated, advisors can benefit from an automated, daily data sync that seamlessly populates Wealthbox with all relevant client interactions logged in Moxo.
This integration ensures a unified system of record and enhances operational efficiency by automating routine data entry tasks, reducing the risk of errors, and freeing time for advisors to focus on delivering personalized client experiences.
Learn more
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- Integration Page: Learn more on the Moxo + Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the Moxo integration with easy instructions.
Join us for a previously recorded live webinar to learn more about the integration between Wealthbox + Moxo.
