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Customer Onboarding
Client Portal
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MAKE YOUR BUSINESS FLOW

Streamline your customer, vendor, and partner projects

Get startedSee how it works


MAKE YOUR BUSINESS FLOW


STREAMLINE YOUR CUSTOMER, VENDOR, AND PARTNER PROJECTS

Sign up for freeSee how it works



TRUSTED BY LEADING BUSINESSES OF ALL SIZES





FROM ONBOARDING TO ACCOUNT MANAGEMENT.
AND EVERYTHING IN BETWEEN.

Onboarding

B2B Projects
Account Management
Document Collection
Client Portal


ACCELERATE ONBOARDING, REDUCE DROP-OFFS, AND BOOST RETENTION

Templatize your onboarding process using actions such as forms, tasks, file
requests, and more
Assign roles and remind users when it is their turn to act
Support your customers contextually within the workflow
Explore Onboarding  


TRACK JOINT DELIVERABLES AND KEEP EVERYONE ON THE SAME PAGE


Create secure, external interaction workspaces
Assign tasks with reminders to track joint deliverables
Collaborate in-context using messaging, meetings, document annotations, and more
Explore B2B projects   



KEEP UP WITH YOUR ACCOUNTS ANY TIME, ANY PLACE, ON ANY DEVICE

Create secure, interactive workspaces with your clients, vendors and partners
Leverage business actions such as approvals and eSignatures
Provide a convenient, organized record of past messages, documents, signatures,
and more
Explore Account Management  


THE EASIEST WAY TO COLLECT DOCUMENTS SECURELY

Use file requests to automate the file collection process. No more tracking down
email attachments
Automatically push files to third-party repositories
Clarify any questions using contextual messaging
Explore Document Collection  



DELIVER A BEST-IN-CLASS CUSTOMER EXPERIENCE

Create a convenient destination for your clients to interact with your business,
under your brand
Create workspaces where you can exchange documents, send messages, launch
meetings, and drive client workflows
Provide a private-labeled mobile app
Explore Client Portal  


OUR CUSTOMERS EXPERIENCE

54%
reduction in length of client processes
81%
reduction in dropoffs
75%
increase in account manager capacity
95%
decrease in email clutter


THREE KEYS TO
MAKING YOUR BUSINESS FLOW


1. CREATE MOXO FLOW WORKSPACES

Invite your customers, vendors, and partners into shared interaction workspaces
via email or magic link. Workspaces can be accessed on web & mobile.


2. TEMPLATIZE YOUR FREQUENT PROCESSES

Use a drag-and-drop builder to create workflows and save them as templates, or
leverage over 50+ pre-built templates. Workflows can include business actions
such as forms, file requests, eSignatures, approvals, tasks, third-party actions
like Docusign, and more. Users will be notified (via email or app) when it is
their turn to act.



3. INTERACT IN-CONTEXT

Send messages, share documents, launch video meetings, and bring in third-party
objects - so you never break the flow. Have discussions, answer questions, make
adjustments, receive feedback and more. No emails, phone calls, or text messages
required.

Learn more


DELIVERY MODELS

STANDARD

GET STARTED WITHIN MINUTES BY CHOOSING FROM TEMPLATES OR BUILDING YOUR OWN MOXO
WORKSPACES. AVAILABLE ACROSS MOBILE & WEB.

Learn more


PRIVATE-LABELED

PUT YOUR BRAND FRONT AND CENTER WITH YOUR OWN PRIVATE-LABELED MOBILE APPS AND
WEB PORTAL, POWERED BY MOXO.

Learn more

EMBEDDED

EXTEND YOUR EXISTING APPS & PORTALS. MOXO SDKS ARE AVAILABLE FOR IOS, ANDROID,
JAVASCRIPT, REACT NATIVE, AND CORDOVA.

Learn more

CONNECT YOUR TOOLS


MOXO PROVIDES OUT-OF-THE-BOX INTEGRATIONS AND FRAMEWORKS TO CONNECT YOUR
WORKFLOWS WITH EXISTING TOOLS

See all integrations

DATA SYNC AUTOMATICALLY PUSH DATA AT A REGULAR CADENCE TO CRMS AND OTHER
SYSTEMS.

BUSINESS ACTIONS BRING IN EXTERNAL ACTIONS TO MOXO WORKSPACES.

AUTOMATIONS AUTOMATE ACTIONS IN EXTERNAL APPLICATIONS OR IN MOXO BASED ON
TRIGGERS WITHIN MOXO.

CUSTOM CREATE CUSTOM INTEGRATIONS BY LEVERAGING MOXO APIS OR TOOLS LIKE ZAPIER
TO PUSH AND PULL DATA TO AND FROM MOXO.


LIBRARY


READ DATA STUDIES, GUIDES, AND MORE.

Read more


EVENTS CENTER


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


Watch now


WHY ORGANIZATIONS
CHOOSE MOXO


WHY ORGANIZATIONS CHOOSE MOXO



THE ONLY PLATFORM DESIGNED GROUND UP FOR EXTERNAL PROJECTS

SEAMLESS BLEND OF STRUCTURED + UNSTRUCTURED INTERACTIONS

BUILT FOR THE SECURITY AND COMPLIANCE REQUIREMENTS OF REGULATED INDUSTRIES

Moxo is uniquely suited for managing external business projects. Moxo enables
businesses to deliver exceptional client experiences while improving process
efficiency.

Moxo workspaces blend a powerful workflow layer with modern interaction
capabilities so you never break the flow of business. As a result, our customers
reduce email clutter by over 95%.

Moxo was co-created with leading financial institutions for regulated industries
such as financial services, healthcare, legal and more. Learn more about our
security here.


" 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


" 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










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.


START STREAMLINING YOUR BUSINESS TODAY

Get started
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