Moxo
Moxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences.
When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction.
The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences.
With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.
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Banker's Dashboard
Monitor your bank or credit union's financial health from any location at any time. The secure, cloud-based system provides you with valuable insights into your institution's financial status. In just a few clicks, you can explore key metrics such as margin elements, branch efficiency, projections, and much more. The integration of the Banker's Dashboard and Credit Union Dashboard with your core processing system is seamless. With straightforward setup procedures, you can start enhancing your financial outcomes almost instantly. By automating reporting functions, you can reduce errors and concentrate on more strategic, high-impact tasks. Additionally, you can swiftly run and adjust multiple forecasting scenarios to examine variances and develop various strategies. Assessing branch performance is crucial; therefore, implementing best practices and ensuring accountability among branches will lead to improved overall results. This proactive approach promotes not only efficiency but also a culture of continuous improvement within the organization.
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RA Platform
The RA Platform is composed of a diverse array of highly customizable components aimed at enterprise-level applications, which significantly boost competitive advantage and streamline operations for trading firms and liquidity providers. As a vital messaging infrastructure and workflow setup, it plays a crucial role in the electronic trading framework of financial organizations. Notably, the RA Platform is built to be independent of both messaging protocols and asset classes, enabling it to efficiently translate, enrich, and integrate message flows throughout the extensive trading ecosystem.
Key features of the platform include:
• A versatile and accessible development framework
• An easy-to-use configuration interface
• Complete compatibility with current technology ecosystems
• A robust, high-availability architecture paired with enhanced messaging efficiency
• Real-time monitoring capabilities for trading activities and infrastructure, ensuring peak performance and quick responsiveness. Moreover, the platform's ability to scale supports ongoing growth and flexibility as market demands shift, making it an indispensable tool for adapting to the evolving landscape of electronic trading.
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GoldenBasis
Optimize your operations team by eliminating countless hours of monotonous tasks and reducing transfer times from weeks to just a few days. Leveraging advanced AI for enhanced data validation significantly lowers the number of rejects, allowing for faster transfers. Keep your customers at ease with real-time tracking features for their transactions, ensuring they are always informed. Our robust and meticulously structured APIs promote automation and enable smooth processing without any delays. The user-friendly design of our interfaces, which include pre-filled fields, streamlines the exception handling process for your operations team. Furthermore, our integrated compliance reports and reconciliation tools not only save you precious time but also guarantee compliance with FINRA regulations. While ACATS can be complicated with its 17 statuses, 33 failure reasons, and numerous data codes, we proficiently manage and map all of these complexities. Experience seamless integration with your existing core systems such as FIS/Phase3, BETA, or InteliClear, ensuring a hassle-free transition. With GoldenBasis, onboarding new clients is a breeze; they can conveniently upload their brokerage account statements for processing. Our cutting-edge AI technology accurately extracts and verifies necessary fields, greatly reducing errors and enhancing the overall efficiency of the operation. This innovative methodology not only elevates operational efficiency but also significantly boosts customer satisfaction, fostering long-term relationships. Ultimately, by adopting these solutions, your business can maintain a competitive edge in the market.
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