Case Study: BloomWealth achieves improved client engagement and operational visibility with Moxo

Australian accounting firm, BloomWealth Advisors, provides professionals with a personalized financial services experience on their OneStop Client Hub.

BloomWealth, an Australian accounting and financial advisory firm serving doctors, medical practitioners and other professionals, faced the challenge of delivering a personalized, trust-building client experience while maintaining management oversight of daily operations—something difficult to do reliably over email and phone. To solve this, BloomWealth turned to Moxo, which powers their OneStop Client Hub.

Moxo implemented the BloomWealth OneStop Client Interaction Hub, giving clients smartphone and desktop access to in‑app video meetings, e-signatures, document access, scheduling and staff‑client messaging while providing management analytics to track responsiveness. The Moxo platform reduced missed emails and voicemails, improved client engagement and staff oversight, and enabled the BloomWealth team to be more focused, human and efficient in delivering financial services.

BloomWealth