CUPERTINO, Calif., May 7, 2024
/PRNewswire/ -- Moxo, a leading platform provider for
collaborative workflows, has been honored with a spot on the
esteemed WealthTech100 list for 2024. The company has been
recognized for its groundbreaking contributions to the wealth and
asset management industry. More information about Moxo can be found
at www.moxo.com.
The WealthTech100 is an annual selection of the 100 most
innovative technology companies serving the global investment
industry and is compiled by FinTech Global, a specialist research
firm. With a rapidly evolving financial landscape, the recognition
by WealthTech100 marks a significant achievement for Moxo,
highlighting its commitment to technological advancement and
customer-centric solutions.
The WealthTech100 list for 2024 puts a spotlight on the tech
companies that are setting new standards for wealth management
operations. Candidates are chosen by a panel of analysts and
industry experts after analyzing over 1,300 companies, where each
company is rigorously evaluated on its merit.
To qualify for the list, companies must demonstrate their
expertise in handling current challenges in wealth management and
present opportunities for advancement in areas like client
acquisition, financial planning, portfolio management, and digital
brokerage.
The shift towards digital services has necessitated financial
institutions to revamp their operational models to cater to a
generation that demands quick, efficient, and user-friendly
financial management platforms. This tech-forward wave necessitates
a reimagined approach to wealth and asset management.
Richard Sachar, Director at
FinTech Global, emphasizes the significance of the WealthTech100
list by stating, "As the great wealth transfer takes place, wealth
management firms are seeking ways to update their operations to
meet the demands of future customers. Younger generations desire
swift, straightforward, and digital services. The WealthTech100
list gives senior decision-makers a curated selection of the best
vendors in the market and insights into how AI advancements are
revolutionizing the investment industry."
Moxo's inclusion in the WealthTech100 validates its impact on
the industry and its effectiveness in empowering financial
institutions to meet the evolving needs of their clientele. It
stands testament to Moxo's innovation, drive, and vision in the
FinTech space.
A complete list of the WealthTech100 and comprehensive
information on each company can be found and downloaded free of
charge at www.WealthTech100.com.
About Moxo
Make your business flow with Moxo. Streamline your customer
interactions using Moxo Flow Workspaces, which uniquely blend
workflow automation with contextual collaboration. From account
onboarding to account management, templatize your frequent
processes, track joint deliverables, complete tasks, fill forms,
exchange documents, send messages and more.
Moxo was founded by the team that built WebEx and powers client
interactions across industries such as financial services,
technology, healthcare, legal, accounting, digital marketing,
logistics, consulting, and more.
CONTACT: Christy Lamberjack,
marketing@moxo.com
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SOURCE Moxo