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MAKE YOUR
BUSINESS FLOW

Streamline service orchestration processes for customer, vendor and partner
projects
Get StartedSee how it works




FROM ONBOARDING TO ACCOUNT SERVICING WORKFLOWS. AND EVERYTHING IN BETWEEN.

Use cases
Onboarding
Account management
B2B Projects
Document collection
Exception handling
Vendor management
Accelerate time to revenue, boost retention, and reduce drop-offs

Moxo is designed to streamline, automate, and transform the way businesses
onboard their customers, vendors, and partners. With a focus on B2B
relationships, our platform ensures a seamless, collaborative, and highly
efficient onboarding experience, from start to finish.

Learn more
Automate your onboarding process using business actions such as forms, tasks,
file requests, and more
Create standardized template playbooks, enabling you to provide the right level
of support at every stage
Customize proactive reminders and updates, ensuring your clients are always in
the loop
Streamline interactions throughout the entire account lifecycle

Manage customer, vendor, and partner accounts with dedicated interactive
workspaces. Keep up with your accounts any time, any place, on any device. Moxo
preserves full account history and context, so team members can easily pick up
where their colleagues left off. Additionally, Moxo provides internal-only
workspaces, to ensure smooth operations behind the scenes.

Create secure, interactive workspaces with your clients, vendors and partners
Maintain an auditable record of past messages, documents, signatures, and more
Orchestrate your external processes with supporting internal-only workflows,
making service delivery seamless
Transitioning clients between teams or account managers is smoother than ever
Track joint deliverables and keep everyone on the same page

Reduce email clutter and modernize your B2B project management with Moxo.
Achieve milestones, monitor joint deliverables, and facilitate collaboration.
 Map out your project using actions such as forms, file requests, tasks,
approvals, and meeting scheduling, as well as integrate third-party resources.
Design templates for recurring projects to save time. Gain quick insights into
project progress and delve into key metrics like completion rates and average
duration, categorized by team or account manager.

Learn more
Create branded project interaction workspaces that are easily accessible via
magic link
Assign tasks with reminders to track joint deliverables
Collaborate in-context using messaging, meetings, document annotations, and more
The easiest way to collect documents securely

Document collection processes can be chaotic and time-consuming. Moxo is the
easiest way to streamline document processes, without compromising on security.
Use Moxo's drag-and-drop interface to orchestrate your process with configurable
file requests, forms, tasks, signatures, approvals, acknowledgments, and
third-party objects.

Learn more
Use file requests and forms to automate the collection process, and
automatically push files to third-party repositories
Assign roles, customize proactive reminders and updates, ensuring your clients
and staff know when it is their turn to act
Clarify any questions using contextual messaging
Real-time escalations, in context

Encounter an issue? Moxo enables real-time escalations within a workflow,
allowing for immediate meetings or messages to resolve any bottlenecks swiftly.
Lag time caused by exception handling can lead to significant delays, drop-offs,
and lost time and resources, negatively impacting overall efficiency. By cutting
down these bottlenecks, Moxo dramatically increases overall operational
efficiency, saving both time and money.

With magic links, there's no need for clients to remember login details: a
single click on a text or email link provides immediate entry
Multiple levels of tracking at the account manager & management levels, so the
right team member can step in when needed
With intelligent nudges, avoid the pitfalls of drop-offs and delays.
Simplify collaborating with vendors and eliminate manual follow-ups

Accelerate workflows across the vendor lifecycle. Moxo provides a centralized
hub where buyers and suppliers can seamlessly collaborate on projects. Eliminate
countless man-hours and email clutter, develop custom workflow templates for
your frequent processes, and ensure that all communication, documents, catalogs,
and signed contracts are organized and easily accessible.

Learn more
Provide ongoing support and training to your suppliers. Use collaborative
capabilities to handle questions and offer assistance
Mitigate the risks of sanctions and PEP checks with Moxo's 360-degree insights,
allowing you to identify and flag issues in advance
Define your workflow templates with milestones & due dates that meet your
project objectives


TRUSTED BY INDUSTRY LEADERS

See more customer stories 
BNP Paribas

With Moxo, BNP Paribas launched MyWealth, a secure hub that enabled wealth
clients to access a range of services remotely.


SAVILLS

Savills uses Moxo to streamline the entire property assessment workflow,
enhancing client searches for leases, subleases, or property sales.




PALMETTO

Palmetto streamlines customer onboarding for solar panel customers with Moxo,
delivery a smooth, efficient process from initial inquiry to installation.


CROSSTOWN DOUGHNUTS

Crosstown Doughnuts leverages Moxo to simplify order tracking and management
processes, guaranteeing timely and accurate fulfillment.


SCOTIABANK

Scotiabank uses Moxo with wealth management customers, facilitating personalized
service experiences throughout the customer journey.

Read more >


KOBAYASHI GROUP

Kobayashi Group uses Moxo to streamline home applications by storing all
relevant documents in one place for each client and home application.


PARENTS AS TEACHERS

Parents as Teachers leverages Moxo to streamline the access of educational
content, enabling affiliates to provide parent educators with valuable
resources.


EMIRATES NBD

With Moxo’s collaborative workflows, Emirates NBD delivers exceptional
personalized service experiences for wealth management clients.






DISCOVER THE POWER OF THE MOXO SERVICE ORCHESTRATION PLATFORM

Service Automation
Collaboration
Client Portal
Persona Management
Reporting & Insights


CREATE WORKFLOWS, AUTOMATIONS, AND TEMPLATES

Say goodbye to manual, time-consuming processes with Moxo’s advanced workflow
capabilities. Use our intuitive drag-and-drop builder to create customized
templates effortlessly. Orchestrate every step of your workflow seamlessly,
weaving together  business actions such as forms, file requests, tasks,
approvals, acknowledgements, and third-party objects.

Design distinct playbooks that cater to various requirements, ensuring the right
level of support at every stage. Experience unparalleled flexibility and control
over your service processes, tailoring each step to meet your organization’s
unique needs.



GUIDE YOUR CUSTOMERS, VENDORS, AND PARTNERS, IN CONTEXT

Enhance collaboration at every stage of your process with secure messaging,
video meetings, forms, and file sharing complete with annotations. Moxo's
collaborative capabilities ensure a continuous flow of communication, meaning
you'll never lose momentum.

Recognizing that not all processes can be automated, Moxo allows you to engage
in context, providing the necessary support precisely when your customers need
it. Facilitate complex processes and ensure smooth, effective communication.



CONFIGURABLE CLIENT PORTALS FOR MOBILE AND WEB

Transform the way you manage relationships with customers, vendors, and partners
through Moxo's seamless, collaborative client portal. Facilitate all stakeholder
communications, document sharing, and project management tasks under your brand.
Customize it with your logo, colors, and business content to provide a cohesive
and sophisticated brand experience.

Both external and internal stakeholders can seamlessly collaborate on projects,
eliminating countless man-hours and email clutter. This ensures that all
workflows, communication, business content, and associated files are easily
accessible.



ADVANCED PERSONA MANAGEMENT AND ACCESS CONTROLS

With Moxo, decide with precision who sees and does what by assigning roles and
permissions, provisioning feature access, and tailoring workflow actions
accordingly. This strategic allocation of tasks and roles enhances both security
and efficiency, ensuring that the right action is always in the right hands, at
the right time.

Transitioning external users between teams or account representatives is
smoother than ever. Moxo's ability to preserve full process history and context
ensures that team members can pick up exactly where their colleagues left off,
maintaining continuity and momentum. This comprehensive user management
 bolsters security and streamlines operations, empowering your organization to
function seamlessly and effectively.



360º INSIGHTS AT YOUR FINGERTIPS

Control is critical in any business process. Track the effectiveness of your
processes with our comprehensive reporting. Monitor at-a-glance metrics and
drill down into specific KPIs, such as completion rate and average duration, by
team or account manager.

With these insights, your organization can make data-driven decisions and
continuously optimize your strategies, ensuring peak efficiency and customer
satisfaction.

Designed to help your organization spend less time and money
54%
reduction in length of client processes
81%
reduction in drop-offs
75%
increase in account manager capacity
95%
decrease in email clutter
Integrates seamlessly with your existing tools
Moxo is a system of intelligent action that extends your existing tools, systems
of record, and transaction systems.
Learn more


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.

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.


DELIVERY MODELS


STANDARD

Get started within minutes by choosing from templates or building your own.
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
Explore resources
Visit the resource center 
Analyst Report
Forrester Research: Serving clients in the digital world
Webinar
Secrets to reducing churn
Analyst Report
Celent Research: Digital customer engagement platforms
Podcast
In conversation with Shields Tax & CPA


TRUSTED BY SECURITY FOCUSED INDUSTRIES

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.
Streamline your business processes
Get Started
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