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Average Ratings 0 Ratings
Description
Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences.
Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction.
Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences.
Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.
Description
ShieldFive is a software solution designed for document collection, specifically tailored for accounting, immigration, and mortgage sectors. The process begins when a firm provides a client with a secure upload link accompanied by a PIN, enabling the client to upload documents easily from any device without the need for an account, application, or password. Each file undergoes encryption within the client's browser prior to upload, ensuring that only the firm can access it, while ShieldFive retains the encrypted data. Firms can create request checklists for various forms, including Form 1040, I-130, I-485, and mortgage applications, allowing them to track which documents are still outstanding, confirm receipt of submitted items, and include the client’s email for reminders sent by ShieldFive, which can occur up to twice. During the trial and on the paid plan, the client upload page prominently features the firm's name and logo. The encryption utilized is a post-quantum hybrid method (ML-KEM-1024 coupled with X25519), and the core cryptographic components are open source. Additionally, the service is hosted in the EU and is offered for free for the first 14 days, followed by three active requests at no charge, with a monthly fee of EUR 29 for each seat thereafter; clients incur no costs. It is important to note that the platform is designed solely for document intake and does not support e-signatures, thereby streamlining the submission process for users.
API Access
Has API
Yes
API Access
Has API
No
Screenshots View All
No images available
Integrations
Airtable
Yes
Box
Yes
Docusign
Yes
Dropbox
Yes
Filevine
Yes
Global Relay
Yes
Gmail
Yes
Google Drive
Yes
HubSpot Customer Platform
Yes
Jira
Yes
Integrations
Airtable
No
Box
No
Docusign
No
Dropbox
No
Filevine
No
Global Relay
No
Gmail
No
Google Drive
No
HubSpot Customer Platform
No
Jira
No
Pricing Details
Custom Pricing
Free Trial
No
Free Version
No
Pricing Details
EUR 29/month/seat
Free: 10 GB, no card. Lifetime Vault: 2 TB for EUR 199 paid once until 31 Oct 2026, then EUR 249, 30-day refund. Storage subscriptions also available. Firm plan for client document collection: EUR 29 per seat per month.
Free Trial
Yes
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
Yes
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
Yes
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Moxo
Founded
2012
Country
United States
Website
www.moxo.com
Vendor Details
Company Name
ShieldFive
Founded
2026
Country
Spain
Website
shieldfive.com
Product Features
Banking
ATM Management
No
Compliance Tracking
Yes
Corporate Banking
Yes
Credit Card Management
No
Credit Union
No
Investment Banking
Yes
Multi-Branch
Yes
Online Banking
Yes
Private Banking
Yes
Retail Banking
Yes
Risk Management
Yes
Securities Management
Yes
Transaction Monitoring
No
Customer Communications Management
Batch Communications
Yes
Chat / Messaging
Yes
Content Management
No
Email Distribution
Yes
Interactive Content
Yes
Multi-Channel Communications
Yes
On-Demand Communications
Yes
Personalization
Yes
Print Management
No
Template Management
Yes
Video Content
Yes
Customer Engagement
Analytics
Yes
Churn Management
Yes
Communication Management
Yes
Community Management
Yes
Content Syndication
No
Feedback Collection
Yes
Gamification
No
Live Chat
Yes
Video Content
Yes
Customer Experience
Action Management
Yes
Analytics
Yes
Customer Segmentation
Yes
Dashboard
Yes
Feedback Management
Yes
Knowledge Management
No
Multi-Channel Collection
Yes
Sentiment Analysis
No
Survey Management
Yes
Text Analysis
No
Trend Analysis
Yes
Digital Experience Platforms (DXP)
Alerts / Notifications
Yes
Auto-Tagging
No
Blogs
No
Calendar
Yes
Content Modeling
No
Digital Asset Management
Yes
File Sharing
Yes
Form Builder
Yes
Forums / Message Boards
Yes
Headless CMS
No
Knowledge Base
No
Performance Monitoring
No
Personalization / Segmentation
Yes
Reporting / Analytics
Yes
Surveys / Polls
Yes
Templates
Yes
User Management / Permissions
Yes
Version Control
No
Wiki
No
Workflow Management
Yes
Digital Signature
Audit Trail
Yes
Authentication
Yes
Auto Reminders
Yes
Customizable Templates
Yes
Document Analytics
Yes
Mobile Signature
Yes
Multi-Party Signing
Yes
Progress Tracking
Yes
Task Progress Tracking
Yes
Financial Services
Analytics
Yes
Branch Optimization
No
Channel Management
Yes
Compliance Management
Yes
Customer Engagement
Yes
Performance Management
Yes
Risk Management
Yes
Portal
Chat
Yes
Collaboration
Yes
Content Management
Yes
Document Management
Yes
File Sharing
Yes
Search
Yes
Professional Services Automation
Billing & Invoicing
Yes
CRM
Yes
Client Portal
Yes
Collaboration Tools
Yes
Document Management
Yes
Portfolio Management
Yes
Project Management
Yes
Proposal Generation
No
Quote Management
Yes
Resource Management
Yes
Time & Expense Tracking
No
Vendor Management
Audit Management
No
Contact Management
Yes
Customer Database
Yes
Self Service Portal
Yes
Supplier Master Data
No
Transaction History
Yes
Vendor Maintained Profiles
Yes
Vendor Managed Inventory
No
Vendor Performance Rating
No
Vendor Qualification Tracking
No
Workflow Management
Access Controls/Permissions
Yes
Approval Process Control
Yes
Business Process Automation
Yes
Calendar Management
Yes
Compliance Tracking
Yes
Configurable Workflow
Yes
Customizable Dashboard
Yes
Document Management
Yes
Forms Management
Yes
Graphical Workflow Editor
Yes
Mobile Access
Yes
No-Code
Yes
Task Management
Yes
Third Party Integrations
Yes
Workflow Configuration
Yes