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Learn more about the OneStop Client Service Hub

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Streamline client-centric processes
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Interact through your Hub
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STREAMLINE CLIENT PROJECTS WITH DIGITAL INTERACTIONS


WITH MOXO, ACCELERATE YOUR CLIENT BUSINESS, AUTOMATE SERVICE PROCESSES, ONBOARD
CLIENTS, GATHER APPROVALS, EXCHANGE DOCUMENTS, SHARE PROJECT MILESTONES AND
MORE.

Get started



TRUSTED BY BUSINESSES OF ALL SIZES




CLIENT INTERACTION WORKFLOWS FOR DELIVERING YOUR BUSINESS SERVICE


ACCOUNT ONBOARDING


ACCOUNT SERVICING


EXCEPTION HANDLING



Control the chaos of delivering your business services. Bring structure to
client interactions that are stuck in fragmented silos — requiring significant
manual intervention. Moxo provides a Business Service Hub for delivering
streamlined OneStop service experiences.
‍


Our customers experience up to
10x
faster onboarding
3x
transaction throughput
18%
increase in Net Promoter Score
Learn more 



KEY CAPABILITIES

Customizable workflows
Build interaction flows to create repeatable service experiences with
pre-defined client and internal user actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital
signature, messaging, and more.
Branded service experiences
Customize modern user experiences tailored to the delivery of assisted,
high-value business services.
Persistent data rooms
Manage service continuity across time, with progress tracking, audit trails,
virtual data rooms and more.
360° Oversight
Track performance with real-time insights. Maintain a searchable paper trail of
all service interactions.

Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III,
GDPR, and PSD2.


DELIVER ONESTOP SERVICE EXPERIENCES WITH MOXO FLOW

Moxo Flow streamlines business service processes to deliver modern client
experiences.


STANDALONE


YOUR BUSINESS SERVICE HUB, CONFIGURED AND PRIVATE-LABELED. NO CODING REQUIRED.


Learn moreBook a demo



EMBEDDABLE


EXTEND YOUR MOBILE OR WEB APP WITH CLIENT INTERACTION WORKFLOWS.

Learn more
Book a demo



MOXO FLOW


CUSTOMIZE SEAMLESS INTERACTION
WORKFLOWS FOR YOUR SERVICE PROCESSES.

Learn more


LIBRARY


READ DATA STUDIES, GUIDES, AND MORE.

Read more


" IMPLEMENTING THE K&A APP INTO OUR WORKFLOW HAS COMPLETELY TRANSFORMED OUR
PROCESS, FROM OFFICE-TO-OFFICE, FROM STATE-TO-STATE, AND INTERACTING WITH OUR
CLIENTS.

KESHA NORMAN CO-FOUNDER, K&A MOBILE TAX

K&A Mobile Tax


" SINCE WE STARTED USING THE FORM COLLECTIVE APP, WE'VE BEEN ABLE TO TAKE 20%
MORE IN PROJECTS, AND THAT'S STRICTLY BECAUSE IT'S INCREASED OUR EFFICIENCY.

JOSEPHINA SERRA CO-FOUNDER & PARTNER, FORM COLLECTIVE

Form Collective


" RAICONNECT BRINGS TO OUR CLIENTS THE ONGOING SERVICE AND SUPPORT THEY ARE USED
TO GETTING WHEN VISITING OUR BANK LOCATIONS. OUR RELATIONSHIP MANAGERS HAVE THE
ABILITY TO PROVIDE ADVISORY SERVICES CONVENIENTLY AND SECURELY.

ZSOFIA JOKAI PRODUCT OWNER, RAICONNECT, RAIFFEISEN BANK

Raiffeisen Bank


" WE'RE A SMALL BUSINESS, BUT WE'RE ONE OF THE LARGEST PET SHIPPERS IN THE US.
WE NEEDED AN APP THAT COULD STREAMLINE OUR CLIENT PROCESSES, AND NOW EVERYTHING
WE NEED IS ALL IN ONE PLACE.

KARI MENDOZA FOUNDER & CEO OF ISLAND PET MOVERS

Island Pet Movers


" IT'S TRANSFORMING THE NATURE OF EXPERIENCE AND BRINGING THE RELATIONSHIP
MANAGEMENT TEAM AND EXPERTISE WITHIN THE GRASP OF CONSUMERS. WE HAVE PUT THE
POWER AND CONTROL IN OUR CITIGOLD CUSTOMER'S HANDS.

KARTIK KAUSHIK COUNTRY BUSINESS MANAGER, CITIGROUP INDIA

Citibank


" ALL ASPECTS OF FIRST RESPONSE DEPLOYMENT ARE COMBINED IN ONE PLATFORM FOR
UNPARALLELED SITUATIONAL AWARENESS IN ANY OPERATION.

BRITT KANE FOUNDER & CEO, INTREPID NETWORKS

Intrepid Networks


" WE ARE EXCITED THE POSSIBILITIES IT CREATES TO SERVE OUR TALENT, ADDING A
BRAND NEW LEVEL OF CONVENIENCE AND CONNECTIVITY TO FUEL THEIR CAREERS AND TO
PROVIDE THE VERY BEST CASTING AND COORDINATION EXPERIENCE IN THE INDUSTRY.

AICHA MCKENZIE FOUNDER & CEO, AMCK GROUP

AMCK Group


" OUR ENTOURAGE COLLECTION APP ALLOWS OUR MOTTO 'THE SKY IS NO LONGER THE LIMIT'
TO SHINE EVEN MORE BRIGHTLY.

SIMON LIEBEL FOUNDER & CEO, ENTOURAGE COLLECTION

Entourage Collection


" ENHANCING OUR DIGITAL CLIENT EXPERIENCE WILL HELP BRING THE PRIVATE BANK
CLOSER TO CLIENTS WHILE ENSURING THAT WE DO NOT COMPROMISE ON DATA PRIVACY
ESPECIALLY IN TODAY’S RAPIDLY EVOLVING DIGITAL WORLD.

DIDIER VON DAENIKEN GLOBAL HEAD, PRIVATE BANKING AND WEALTH MANAGEMENT, STANDARD
CHARTERED

Standard Chartered
Slide 2 of 9.


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EVENTS CENTER


TUNE INTO OUR ON-DEMAND
EVENTS TO LEARN MORE ABOUT MOXO.


Watch now


SUCCESS STORIES


EXPLORE CUSTOMER EXAMPLES.

Read more



TRUSTED BY SECURITY FOCUSED INDUSTRIES


Moxtra’s platform was built in partnership with several of the world’s leading
financial institutions. Organizations use Moxtra to power their OneStop Client
Service Hub — with best-in-class compliance, privacy, security, and
auditability.

Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.


MODERNIZE YOUR BUSINESS SERVICE DELIVERY

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