Good morning, Marketer.

Last week, we talked about how the auto industry is adapting to a digital-first marketing and customer experience model. Now, let’s talk about the banking and finance sector. 

“Banks and financial services companies are having to reimagine the way they engage with customers and establish an enhanced digital experience,” said Leena Iyar, head of marketing and chief brand officer at Moxtra, a real-time mobile collaboration platform used in the banking and financial services industry. 

Moxtra’s platform, the OneStop Customer Portal, acts as a digital branch to fulfill a variety of banking functions through nearly two dozen applications, including messaging, virtual data forms and signatures, screen sharing, and more. Moxtra whitelabels its services with client branding.

“It is a very granular platform that is designed to work with financial institutions to meet their needs,” said Iyar. “Even our video meeting function is highly customized so clients have the option that only relationship managers can start meetings and schedule times with clients, and those staff rights can be customized for each branch.” 

Is Moxtra’s offering the kind of product banks and financial institutions are in the right mindset to discover? Read more here. 

Taylor Peterson,
Deputy Editor