# Karrtik Rao

> Karrtik Rao is a San Francisco Bay Area enterprise-software operator associated with Moxo, where public records identify him as Head of Solutions. His work sits at the seam between product and practice: translating branch service into a mobile experience, demonstrating workflow software on the Finovate stage, and arguing that better client service begins by organizing the messages, files, approvals, meetings, and follow-ups that otherwise scatter across tools.

- **Role:** Head of Solutions at Moxo
- **Organizations:** Moxo, University of Southern California
- **Education:** University of Southern California
- **Known for:** Helped present the RaiConnect virtual-branch service created by Raiffeisen Bank International and Moxtra in 2020., Demonstrated Moxo Flows at FinovateFall 2022, showing a client process that combined forms, file requests, approvals, tasks, messaging, and meetings., Contributed a published viewpoint on how digital collaboration and workflow design can support adviser productivity and client retention.

## Career timeline

- **2020** — Represented Moxtra in strategic business solutions during the launch of RaiConnect, Raiffeisen Bank International's mobile virtual-branch service.
- **2022** — Appeared on the Adventures in Legal Tech podcast episode about law-practice management software and client interaction workflows.
- **2022** — Authored a viewpoint on adviser productivity, digital collaboration, and client retention for The Wealth Mosaic's US RIA WealthTech Landscape Report.
- **2022** — Presented Moxo Flows at FinovateFall in New York as Moxo's Head of Solutions.
- **2023** — Listed as Head of Solutions at Moxo for the WealthTech & Investing Summit.

## Achievements

- Helped present the RaiConnect virtual-branch service created by Raiffeisen Bank International and Moxtra in 2020.
- Demonstrated Moxo Flows at FinovateFall 2022, showing a client process that combined forms, file requests, approvals, tasks, messaging, and meetings.
- Contributed a published viewpoint on how digital collaboration and workflow design can support adviser productivity and client retention.
- Participated in a 2022 legal-technology discussion about case-management systems, data, payments, lead management, and client workflows.

## Latest updates

- **2026-09** — His public LinkedIn profile continues to list Moxo and the San Francisco Bay Area.
- **2023-03** — Appeared on the public speaker roster for the 2023 WealthTech & Investing Summit as Head of Solutions at Moxo.

## Links

- Website: https://www.moxo.com
- LinkedIn: https://www.linkedin.com/in/karrtik
- YouTube: https://www.youtube.com/watch?v=VxMbsy7rx1c

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Profile page: https://yespress.io/karrtik-rao
Published by YesPress — https://yespress.io
Last updated: 2026-09-26