Moxo 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.

Pricing

Pricing Information:
Custom Pricing

Integrations

API:
Yes, Moxo has an API

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Company Details

Company:
Moxo
Year Founded:
2012
Headquarters:
United States
Website:
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Media

Product Details

Platforms
Web-Based
Windows
Mac
Linux
iPhone App
iPad App
Android App
Chromebook
On-Premises
Types of Training
Training Docs
Live Training (Online)
Webinars
Training Videos
Customer Support
Online Support

Moxo Features and Options

Workflow Management Software

Moxo transforms workflow management through its cutting-edge Service Orchestration Platform. The Moxo Flow functionality empowers organizations to effortlessly manage intricate, multi-party workflows, covering everything from client onboarding to ongoing service delivery. By integrating these activities into a single, secure digital environment, Moxo optimizes operations and boosts productivity. The platform features customizable workflow templates and built-in actions such as digital signatures and file requests, enabling personalized and high-quality service interactions. With robust integration options that connect to CRMs and other external applications, Moxo guarantees that workflows stay in sync with existing record systems, promoting seamless data transfer and process automation throughout 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

Digital Experience Platforms (DXP)

Moxo redefines the notion of a Digital Experience Platform through its cutting-edge Service Orchestration solution. By integrating intricate, multi-party processes into one secure digital environment, Moxo empowers organizations to craft cohesive and tailored digital experiences throughout the customer journey. The Moxo Flow functionality facilitates the development of personalized workflow templates, featuring built-in tools such as digital signatures and real-time collaboration. This methodology guarantees uniform, engaging digital experiences while upholding operational effectiveness. With robust integration features, Moxo aligns data from current systems, offering a comprehensive perspective on customer interactions and fostering data-informed experience design across various digital channels.

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

Digital Signature Software

Moxo offers powerful digital signature features within its all-encompassing Service Orchestration Platform, which optimizes document processes and boosts security measures. Integrated within Moxo Flow, these digital signatures are effortlessly woven into tailored workflow templates, allowing organizations to gather legally enforceable signatures efficiently as part of larger operations such as onboarding and account management. This built-in functionality removes the necessity for external signature applications, centralizing tasks into one secure digital environment. Furthermore, Moxo's integration options guarantee that signed documents are automatically aligned with current record-keeping systems, ensuring data integrity and supporting compliance throughout the organization.

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

Professional Services Automation Software

Moxo is transforming the landscape of professional services automation with its innovative Service Orchestration Platform. By bringing together intricate client processes into a unified and secure digital environment, Moxo boosts both efficiency and teamwork throughout the service delivery journey. The platform features Moxo Flow, which allows companies to design tailored workflow templates for client onboarding, project oversight, and continuous service delivery, including built-in functionalities like digital signatures and real-time collaboration. This strategy not only simplifies operations but also retains the ability to provide personalized, high-touch experiences for clients. With robust integration options, Moxo guarantees smooth data transfer among existing systems, enabling thorough project monitoring, resource management, and client relations across the organization.

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

Banking Software

Moxo transforms banking operations with its cutting-edge Service Orchestration Platform, aimed at simplifying intricate financial processes. The platform features Moxo Flow, which allows banks to create seamless customer experiences ranging from account creation to service requests, all within a secure digital environment. With customizable workflow templates and features such as digital signatures and document collection, Moxo promotes efficient and compliant procedures that meet the unique demands of the banking sector. Its powerful integration capabilities ensure that core banking systems and CRMs are in sync, preserving data integrity and providing a comprehensive view of customer interactions. This all-encompassing strategy boosts operational effectiveness, adheres to regulatory standards, and enhances the delivery of personalized, high-quality banking experiences in a rapidly digitizing world.

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

Customer Communications Management Software

Moxo is transforming the landscape of Customer Communications Management (CCM) with its cutting-edge Service Orchestration Platform. This platform simplifies intricate, multi-party communications by unifying them within a secure digital workspace, thereby optimizing customer interactions at every touchpoint. One of its standout features, Moxo Flow, allows businesses to develop tailored communication workflows that include essential actions such as digital signatures and file requests. This methodology guarantees a consistent and personalized approach to communication while enhancing operational efficiency. The platform also offers real-time collaboration tools that ensure prompt responses to customer inquiries, thereby improving engagement. With its strong integration capabilities, Moxo aligns communication data with existing systems, providing a holistic overview of customer interactions and empowering data-driven strategies throughout the customer journey.

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

Customer Experience Software

Moxo revolutionizes the customer experience with its all-in-one Service Orchestration Platform designed to streamline intricate interactions. From the first onboarding process to continuous support, Moxo Flow empowers businesses to craft smooth, personalized journeys for each client. Its collaborative workspace merges multi-party workflows, guaranteeing a uniform and efficient experience at every stage. With adaptable workflow templates and built-in features such as digital signatures and file requests, organizations can offer tailored, high-quality service experiences that meet the unique requirements of every customer. Moreover, Moxo's robust integration capabilities ensure that customer information is consistently updated across all platforms, providing a comprehensive view of each client and enabling outstanding, data-informed experiences.

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

Customer Engagement Software

Moxo transforms the way businesses connect with their customers through an all-encompassing Service Orchestration Platform. This innovative solution empowers organizations to create smooth and tailored interactions at every stage of the customer experience. With Moxo Flow, companies are able to optimize their processes from initial onboarding to ongoing service management, merging intricate workflows into a unified and secure digital environment. The platform features built-in functionalities such as digital signatures and real-time collaboration, facilitating personalized high-touch experiences while also enhancing operational productivity. Additionally, Moxo's compatibility with CRMs and other external tools ensures that customer interactions are consistently aligned across various platforms, nurturing stronger and more significant relationships with clients.

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

Portal Software

Moxo's Service Orchestration Platform transforms the idea of a traditional portal by introducing a versatile and interactive workspace designed for managing relationships with clients, vendors, and partners. This secure online space surpasses conventional portals by offering extensive workflow orchestration features. Moxo Flow empowers organizations to optimize processes like onboarding, document gathering, and account management all within a single user-friendly interface. The platform provides customizable workflow templates along with built-in functionalities such as digital signatures and real-time collaboration, facilitating tailored service experiences. With strong integration capabilities, Moxo guarantees that the platform stays aligned with current systems, establishing a unified hub for all stakeholder interactions and the exchange of information.

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Financial Services Software

Moxo revolutionizes the operations within the financial services sector through its all-encompassing Service Orchestration Platform. This innovative solution is crafted to simplify intricate financial workflows, allowing firms to create smooth client experiences from the initial onboarding stage to ongoing service interactions. By bringing together multi-party workflows into a secure digital workspace, Moxo Flow boosts efficiency and enhances collaborative efforts. With its customizable templates and built-in features such as digital signatures, the platform promotes compliant and personalized processes tailored to various financial service needs. Furthermore, Moxo's strong integration capabilities ensure that it works seamlessly with current systems, preserving data integrity and providing a comprehensive view of client relationships. This strategy not only optimizes operations but also fosters the delivery of customized, high-quality financial services in a rapidly evolving digital landscape.

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

Vendor Management Software

Moxo revolutionizes vendor management with its cutting-edge Service Orchestration Platform. By integrating intricate workflows involving multiple parties into one secure digital environment, Moxo simplifies the processes of vendor onboarding, document gathering, and continuous engagement. The platform’s Moxo Flow functionality allows businesses to design personalized workflow templates that cater to distinct vendor operations, featuring built-in actions such as electronic signatures and file requests. This method promotes efficient and uniform vendor management while also offering the adaptability needed to meet specific needs. Additionally, Moxo's strong integration features ensure vendor data is aligned across current systems, delivering a holistic perspective on vendor relationships and enabling informed, data-driven decisions throughout the vendor lifecycle.

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

Customer Onboarding Software

Moxo revolutionizes the onboarding experience for customers through its all-encompassing Service Orchestration Platform. By integrating intricate onboarding processes into a unified, secure digital environment, Moxo simplifies the progression from the first point of contact to complete integration. Its Moxo Flow feature allows businesses to design tailored onboarding templates that include essential actions such as digital signatures and document collection. This method guarantees a uniform and efficient onboarding journey while allowing for the customization needed to cater to individual customer requirements. The platform also offers real-time collaboration tools that enhance communication throughout the onboarding experience. With powerful integration features, Moxo aligns onboarding data with existing systems, offering a holistic perspective on the onboarding process and enabling businesses to optimize the initial customer experience based on data insights.

PEP & Sanctions Screening Software

Moxo improves the processes of PEP and Sanctions Screening through its all-encompassing Service Orchestration Platform. By seamlessly incorporating screening into larger onboarding and compliance workflows, Moxo optimizes operational efficiency and enhances risk management efforts. The platform's Moxo Flow functionality allows businesses to design tailored screening templates that blend automated checks with manual evaluation steps. This strategy guarantees consistent and efficient screening while offering the adaptability needed to tackle intricate cases. Additionally, Moxo's real-time collaboration tools promote effective communication concerning screening outcomes and decision-making processes. With powerful integration capabilities, Moxo harmonizes screening data with pre-existing systems, delivering a holistic perspective of risk evaluations and supporting continuous monitoring and compliance initiatives.

Moxo Lists

Document Collection

Moxo transforms the way documents are collected through its cutting-edge Service Orchestration Platform. By embedding document collection within larger operational workflows, Moxo significantly improves efficiency and streamlines business processes. The platform's Moxo Flow functionality allows users to design personalized document collection templates that include essential actions such as file requests and electronic signatures. This method guarantees a secure and uniform process for acquiring and handling documents amid comprehensive service workflows. Furthermore, real-time collaboration features promote effective communication regarding document needs and submissions. With strong integration capabilities, Moxo ensures that collected documents are synchronized with existing systems, upholding data integrity and supporting compliance across the organization.

Client Portal

Moxo revolutionizes the client portal landscape through its cutting-edge Service Orchestration Platform. Unlike conventional portals, Moxo offers a vibrant, collaborative environment designed for optimizing client engagement and workflows. With its Moxo Flow feature, businesses can expertly navigate client journeys from the onboarding stage to ongoing service provision, all within a secure digital space. The platform includes customizable workflow templates and built-in functionalities such as digital signatures and file requests, which streamline the client experience and make it more tailored. Additionally, real-time collaboration tools boost interaction and responsiveness. Moxo's strong integration capabilities ensure that the portal aligns seamlessly with current systems, serving as a central hub for all client communications and data sharing, ultimately enhancing the quality and transparency of client relationships.

Moxo User Reviews

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