CUPERTINO, Calif., March 6, 2025 -- Moxo, the leading service orchestration platform, has been recognized in the Global Private Banker WealthTech Awards 2025, winning in two key categories:
- Best Private Banking Centre Automation Initiative
- Best Client Lifecycle Management Initiative
The Global Private Banker WealthTech Awards celebrate excellence in wealth management technology, recognizing firms that are driving innovation, digital transformation, and operational efficiency in the private banking and wealth management sectors. Hosted by Global Private Banker, a leading publication covering industry trends and insights, the awards showcase the most impactful solutions shaping the future of wealth management.
"We are deeply honored to receive this prestigious recognition from Global Private Banker, which validates our mission to transform how wealth management firms orchestrate client interactions and optimize operational processes," said Leena Iyar, Chief Brand Officer at Moxo. "These awards highlight the transformative impact of our service orchestration platform, which enables financial institutions to enhance service delivery, strengthen compliance frameworks, and create meaningful engagement experiences that drive long-term relationships."
Recognized as the Best Private Banking Centre Automation Initiative, Moxo delivers a comprehensive digital platform that empowers wealth management firms to transform client engagement. The solution centralizes client interaction management, automates complex service workflows, and streamlines approval processes through collaborative workflows—all while maintaining the highest standards of security and regulatory compliance essential in private banking.
Moxo's recognition for Best Client Lifecycle Management Initiative honors its innovative approach to enhancing client experiences through intelligent automation and collaborative workflows. The platform transforms essential processes including onboarding, document collection, and identity verification, while facilitating real-time collaboration between advisors, internal teams, and clients. This comprehensive solution strengthens relationship management, accelerates service delivery, and improves operational efficiency throughout the client lifecycle. Moxo is the trusted partner for leading private banks and wealth management firms seeking to optimize operations and elevate client engagement.
For more details on Moxo, visit www.moxo.com.
About Moxo
Moxo is a service orchestration platform that transforms complex processes into seamless digital experiences. The platform enables institutions to deliver exceptional client service from onboarding through ongoing account management while ensuring regulatory compliance. Trusted by global financial leaders including Citibank, BNP Paribas, and Standard Chartered, Moxo helps financial institutions meet evolving client expectations through secure collaboration and workflow automation.
About Global Private Banker
Global Private Banker is a leading publication dedicated to providing insights, news, and analysis on the evolving landscape of private banking and wealth management. Through exclusive reports, industry rankings, and in-depth coverage, Global Private Banker serves as a trusted resource for financial institutions, technology providers, and professionals shaping the future of the industry.
For media inquiries, please contact:
Christy Lamberjack
marketing@moxo.com
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