MoxiWorks has restored a strategic innovation collaboration with Michael Saunders & Company to power the brokerage’s next stage of development with AI-driven marketing, CRM and productivity tools, the companies revealed March 12.
Michael Saunders & Company, an independent brokerage based in Sarasota, Fla., had actually previously utilized MoxiWorks as part of its tech stack. After reviewing a series of proptech alternatives, the company selected to reunite with MoxiWorks to support its longer-term innovation strategy, according to the announcement.
“As our company continues to scale, we were searching for a partner that aligns with our long-lasting vision,” said S.J. Yun, CMO at Michael Saunders & Business. “This renewed collaboration with MoxiWorks positions us to move much faster and serve our customers at the highest level. What stood out most was MoxiWorks’ capability to integrate smart automation with the tailored service our brand is understood for. That balance is critical as we continue to grow.”
The deal comes as brokerages reassess their tech stacks to handle thinner margins, moving client expectations and the rapid adoption of generative AI. Many firms are consolidating marketing, CRM and marketing tools into fewer, integrated platforms to cut costs, lower information fragmentation and assistance representatives with automated, however brand-safe, material.
For Michael Saunders & Company, which has more than 650 representatives throughout 19 workplaces on Florida’s Gulf Coast, the renewed contract means agents will utilize MoxiWorks’ connected suite of marketing, CRM and AI-powered productivity tools to enhance operations and deepen client engagement.
The brokerage pointed out MoxiWorks’ service design, enterprise-grade solutions and scalable technology as essential elements, along with the vendor’s item roadmap, including RISE, a brand-new AI-first product the company says will support future capabilities throughout its platform.
“We’re so delighted to invite Michael Saunders & Company back to the MoxiWorks household,” said David Greenbaum, CCO at MoxiWorks. “Their return highlights the value of a long-lasting innovation partnership. As we continue to advance our platform and bring new AI-powered developments to market, we see tremendous chance to help their agents work smarter and provide even higher worth to their customers.”
For brokerage leaders, the partnership underscores how AI is moving from standalone tools into core operating platforms. Instead of layering point solutions on top of tradition systems, companies like Michael Saunders & Company are looking for a single vendor that can manage presentations, e-mail, CRM, marketing and project automation while maintaining information integrity and compliance.
This type of debt consolidation can minimize supplier sprawl, streamline representative onboarding and create a clearer view of the customer, however it likewise raises the stakes on vendor choice. A long-term arrangement with a platform supplier effectively sets the trajectory for how a brokerage will use AI in marketing, lead nurturing and client retention over the next a number of years.
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