FinovateSpring 2017 / Moxtra

Presenter Profile:

How they describe themselves: Moxtra is a Business Collaboration service built for the Mobile Era. Business users collaborate externally and internally through conversations supported by business documents and content. The Moxtra service enables business conversations with Multilayer Document & Content Interactions. These interactions support unstructured document workflow and are bite-sized,  contextual, and on-demand. Moxtra’s capabilities are delivered as embeddable SDKs or as an application that can be white-labelled.

How they describe their product/innovation: Moxtra offers an embeddable,  omni-channel client engagement platform for financial services companies. Using Moxtra’s technology, clients and relationship managers can collaborate around documents using secure messaging, e-Signatures, voice layered over content, and real-time meetings. Moxtra is platform agnostic and is built with the mobile user in mind. The platform can be white-labeled and integrated deeply into existing workflows. Built with end-to-end encryption, it can be configured to meet any security or regulatory requirements.

Product distribution strategy: Direct to Business (B2B), through financial institutions, through other fintech companies and platforms, licensed


Bus. Dev.: Kartik Chillakanti, Product,, 510-283-3032
Press: Matthias Broner, Product Marketing,, 952-297-2047
Sales: Kartik Chillakanti, Product,, 510-283-3032

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