Moxo Reviews

Moxo Description

Digital workflows can streamline client interactions. Manage client interactions in a streamlined way. Client interactions that are stuck in silos and require significant manual intervention can be brought back to order. Moxo is a client hub that allows you to manage client interactions using modern digital experiences. It creates repeatable, sequenceable steps using pre-defined client actions and internal user actions. Moxo offers integrated document collaboration, video conference, digital signature, messaging and more. To ensure that participants only take the actions they are supposed to, you can designate and manage permissions. You can manage continuity with progress tracking, audit trails and virtual data rooms. Real-time insights allow you to track performance. All interactions can be tracked with a searchable paper trail. Moxo is designed with the highest level of security and compliance, including SOC III and GDPR.