Audience

Businesses and companies seeking a solution to support comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services.

About Moxo

Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.

Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.

Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.

Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.

Pricing

Pricing Details:
Custom Pricing

Integrations

API:
Yes, Moxo offers API access

Ratings/Reviews

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Company Information

Moxo
Founded: 2012
United States

Videos and Screen Captures

Product Details

Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Premises
Training
Documentation
Live Online
Webinars
Videos
Support
Online

Moxo Frequently Asked Questions

Q: What kinds of users and organization types does Moxo work with?
Q: What languages does Moxo support in their product?
Q: What other applications or services does Moxo integrate with?
Q: Does Moxo have an API?
Q: Does Moxo have a mobile app?
Q: What type of training does Moxo provide?
Q: What pricing for support is available for Moxo?
Q: What pricing for training is available for Moxo?

Moxo Product Features

Banking

Moxo revolutionizes banking operations with its innovative Service Orchestration Platform, designed to streamline complex financial workflows. The platform's Moxo Flow feature enables banks to orchestrate seamless customer journeys, from account opening to ongoing service requests, within a secure digital workspace. Customizable workflow templates and native actions like digital signatures and document collection facilitate efficient, compliant processes tailored to specific banking needs. Moxo's robust integration capabilities ensure synchronization with core banking systems and CRMs, maintaining data consistency and enabling a holistic view of customer relationships. This comprehensive approach enhances operational efficiency, regulatory compliance, and the delivery of personalized, high-touch banking experiences in an increasingly digital landscape.

Compliance Tracking
Corporate Banking
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
ATM Management
Credit Card Management
Credit Union
Transaction Monitoring

Customer Communications Management

Moxo revolutionizes Customer Communications Management (CCM) with its innovative Service Orchestration Platform. By consolidating complex, multi-party communications into a single, secure digital workspace, Moxo streamlines customer interactions across all touchpoints. The platform's Moxo Flow feature enables businesses to create customized communication workflows, incorporating native actions like digital signatures and file requests. This approach ensures consistent, personalized communications while maintaining operational efficiency. Real-time collaboration tools facilitate timely responses to customer inquiries, enhancing engagement. With robust integration capabilities, Moxo synchronizes communication data across existing systems, providing a comprehensive view of customer interactions and enabling data-driven communication strategies throughout the customer lifecycle.

Batch Communications
Chat / Messaging
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Template Management
Video Content
Content Management
Print Management

Customer Engagement

Moxo revolutionizes customer engagement by providing a comprehensive Service Orchestration Platform. It enables businesses to deliver seamless, personalized interactions throughout the customer journey. With Moxo Flow, companies can streamline processes from onboarding to ongoing services, consolidating complex workflows into a single, secure digital workspace. The platform's native actions, including digital signatures and real-time collaboration, allow for customized high-touch experiences while maintaining operational efficiency. Moxo's integration capabilities with CRMs and external applications ensure that all customer interactions remain synchronized across systems, fostering deeper, more meaningful customer relationships.

Analytics
Churn Management
Communication Management
Community Management
Feedback Collection
Live Chat
Video Content
Content Syndication
Gamification

Customer Experience

Moxo transforms customer experience by offering a unified Service Orchestration Platform that simplifies complex interactions. From initial onboarding to ongoing support, Moxo Flow enables businesses to create seamless, personalized journeys for each customer. The platform's collaborative workspace consolidates multi-party workflows, ensuring a consistent and efficient experience across all touchpoints. With customizable workflow templates and native actions like digital signatures and file requests, companies can deliver high-touch service experiences tailored to individual customer needs. Moxo's extensive integration capabilities ensure that customer data remains synchronized across all systems, enabling a holistic view of each customer and facilitating exceptional, data-driven experiences.

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Multi-Channel Collection
Survey Management
Trend Analysis
Knowledge Management
Sentiment Analysis
Text Analysis

Customer Onboarding

Moxo transforms customer onboarding with its comprehensive Service Orchestration Platform. By consolidating complex onboarding workflows into a single, secure digital workspace, Moxo streamlines the entire process from initial contact to full integration. The platform's Moxo Flow feature enables businesses to create customized onboarding templates, incorporating native actions like digital signatures and document collection. This approach ensures a consistent, efficient onboarding experience while maintaining the flexibility to address unique customer needs. Real-time collaboration tools facilitate smooth communication throughout the onboarding journey. With robust integration capabilities, Moxo synchronizes onboarding data across existing systems, providing a comprehensive view of the onboarding process and enabling data-driven optimization of the customer's initial experience.

Digital Experience Platforms (DXP)

Moxo elevates the concept of a Digital Experience Platform with its innovative Service Orchestration solution. By consolidating complex, multi-party workflows into a single, secure digital workspace, Moxo enables businesses to create seamless, personalized digital experiences throughout the customer journey. The platform's Moxo Flow feature allows for the creation of customized workflow templates, incorporating native actions like digital signatures and real-time collaboration. This approach ensures consistent, high-touch digital experiences while maintaining operational efficiency. With extensive integration capabilities, Moxo synchronizes data across existing systems, providing a holistic view of customer interactions and enabling data-driven experience design across all digital touchpoints.

Alerts / Notifications
Calendar
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Workflow Management
Auto-Tagging
Blogs
Content Modeling
Headless CMS
Knowledge Base
Performance Monitoring
Version Control
Wiki

Digital Signature

Moxo integrates robust digital signature capabilities into its comprehensive Service Orchestration Platform, streamlining document workflows and enhancing security. As part of Moxo Flow, digital signatures are seamlessly incorporated into customizable workflow templates, enabling businesses to collect legally binding signatures efficiently within the context of broader processes like onboarding or account servicing. This native functionality eliminates the need for separate signature tools, consolidating operations into a single, secure digital workspace. Moxo's integration capabilities ensure that signed documents are automatically synced with existing systems of record, maintaining data consistency and facilitating compliance across the organization.

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Financial Services

Moxo transforms financial services operations with its comprehensive Service Orchestration Platform. Designed to streamline complex financial workflows, Moxo Flow enables firms to orchestrate seamless client journeys from onboarding through ongoing services. The platform consolidates multi-party workflows into a secure digital workspace, enhancing efficiency and collaboration. Customizable templates and native actions like digital signatures facilitate compliant, tailored processes for various financial services. Moxo's robust integration capabilities ensure synchronization with existing systems, maintaining data consistency and enabling a holistic view of client relationships. This approach not only streamlines operations but also supports the delivery of personalized, high-touch financial services in an increasingly digital environment.

Analytics
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management
Branch Optimization

PEP & Sanctions Screening

Moxo enhances PEP & Sanctions Screening processes through its comprehensive Service Orchestration Platform. By integrating screening seamlessly into broader onboarding and compliance workflows, Moxo streamlines operations and strengthens risk management. The platform's Moxo Flow feature enables businesses to create customized screening templates, incorporating automated checks and manual review processes. This approach ensures consistent, efficient screening while maintaining the flexibility to address complex cases. Real-time collaboration tools facilitate smooth communication around screening results and decision-making. With robust integration capabilities, Moxo synchronizes screening data across existing systems, providing a comprehensive view of risk assessments and facilitating ongoing monitoring and compliance efforts.

Portal

Moxo's Service Orchestration Platform reimagines the concept of a portal by providing a dynamic, collaborative workspace for managing client, vendor, and partner interactions. This secure digital environment goes beyond traditional portals, offering comprehensive workflow orchestration capabilities. Moxo Flow enables businesses to streamline processes such as onboarding, document collection, and account servicing within a single, intuitive interface. The platform's customizable workflow templates and native actions, including digital signatures and real-time collaboration, allow for personalized service experiences. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all stakeholder interactions and information exchange.

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Professional Services Automation

Moxo revolutionizes professional services automation with its comprehensive Service Orchestration Platform. By consolidating complex client workflows into a single, secure digital workspace, Moxo enhances efficiency and collaboration throughout the service delivery process. The platform's Moxo Flow feature enables firms to create customized workflow templates for client onboarding, project management, and ongoing service delivery, incorporating native actions like digital signatures and real-time collaboration. This approach streamlines operations while maintaining the flexibility to deliver high-touch, personalized client experiences. With extensive integration capabilities, Moxo ensures seamless data flow between existing systems, facilitating comprehensive project tracking, resource allocation, and client management across the organization.

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management
Proposal Generation
Time & Expense Tracking

Vendor Management

Moxo transforms vendor management through its innovative Service Orchestration Platform. By consolidating complex, multi-party workflows into a single, secure digital workspace, Moxo streamlines vendor onboarding, document collection, and ongoing interactions. The platform's Moxo Flow feature enables businesses to create customized workflow templates tailored to specific vendor processes, incorporating native actions like digital signatures and file requests. This approach ensures consistent, efficient vendor management while maintaining the flexibility to address unique requirements. With robust integration capabilities, Moxo synchronizes vendor data across existing systems, providing a comprehensive view of vendor relationships and facilitating data-driven decision-making throughout the vendor lifecycle.

Contact Management
Customer Database
Self Service Portal
Transaction History
Vendor Maintained Profiles
Audit Management
Supplier Master Data
Vendor Managed Inventory
Vendor Performance Rating
Vendor Qualification Tracking

Workflow Management

Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization.

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Moxo Additional Categories

Client Portal

Moxo redefines the client portal experience with its innovative Service Orchestration Platform. Going beyond traditional portals, Moxo provides a dynamic, collaborative workspace for managing client interactions and workflows. The platform's Moxo Flow feature enables businesses to orchestrate seamless client journeys, from onboarding to ongoing services, within a secure digital environment. Customizable workflow templates and native actions like digital signatures and file requests facilitate efficient, personalized client experiences. Real-time collaboration tools enhance engagement and responsiveness. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all client interactions and information exchange, ultimately fostering stronger, more transparent client relationships.

Document Collection

Moxo revolutionizes document collection processes with its innovative Service Orchestration Platform. By integrating document collection seamlessly into broader workflows, Moxo streamlines operations and enhances efficiency. The platform's Moxo Flow feature enables businesses to create customized document collection templates, incorporating native actions like file requests and digital signatures. This approach ensures a consistent, secure process for gathering and managing documents within the context of larger service workflows. Real-time collaboration tools facilitate smooth communication around document requirements and submissions. With robust integration capabilities, Moxo synchronizes collected documents across existing systems, maintaining data consistency and facilitating compliance across the organization.