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Redtail Technology > News > Integrations > New integration with Moxo!

New integration with Moxo!

Category: Integrations
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Moxo: “Streamline client projects with digital interaction workspaces”

MOXO logo

ABOUT Moxo  “Modernize your client interactions with Moxo.

Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides client interaction workspaces for delivering streamlined OneStop service experiences. Businesses can accelerate client projects, automate service processes, onboard clients, gather approvals, exchange documents, share project milestones and more.

Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Standard Chartered, BNP Paribas, and more.

Our team has a rich history of pioneering in the engagement space: Moxo’s co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo’s co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx. To learn more, visit and follow the company on LinkedIn, Twitter and Instagram.”


— The Moxo Redtail integration allows you to easily log all the activity taking place with your clients on Moxo’s Digital Interaction Platform directly to your Redtail CRM.

— Configure a daily job that logs updates to any conversations and logs them back to your CRM.

— Keep your Redtail CRM in sync with all your Moxo activity with a client – conversations, files, meetings, e-signatures, annotations, and more.

DETAILS ON INTEGRATION SETUP AND USAGE Redtail’s documentation on this new integration is available here.


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Posted by: Redtail Technology
About: Redtail Technology, Inc. is a leader in web-based Client Relationship Management solutions for financial advisors.