Streamline client projects with digital interaction workspaces
Digitize workflows across the client lifecycle - from onboarding, to servicing, and exception handling. Interact, gather approvals, exchange documents, achieve project milestones and more.
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Trusted by businesses of all sizes
Client Interaction workflows for Delivering your business service
Account onboarding
Account servicing
Exception handling
Control the chaos of managing client projects. Moxo's client interaction workspaces bring structure to client projects by blending automation with human engagement.
Our customers experience up to
10x
faster onboarding
3x
transaction throughput
18%
increase in Net Promoter Score
Key Capabilities
Customizable workflows
Build interaction flows to create repeatable service experiences with pre-defined client and internal user actions.
Build interaction flows to create repeatable service experiences with pre-defined client and internal user actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Branded service experiences
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
Persistent data rooms
Manage service continuity across time, with progress tracking, audit trails, virtual data rooms and more.
Manage service continuity across time, with progress tracking, audit trails, virtual data rooms and more.
360° Oversight
Track performance with real-time insights. Maintain a searchable paper trail of all service interactions.
Track performance with real-time insights. Maintain a searchable paper trail of all service interactions.
Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
Client projects require active client participation.
Moxo workflows ensure timely client engagement. Deliver modern OneStop service experiences with Moxo Flow.
Standalone
Your client interaction hub, configured and private-labeled. No coding required.
" Implementing the K&A app into our workflow has completely transformed our process, from office-to-office, from state-to-state, and interacting with our clients.
Kesha Norman Co-Founder, K&A Mobile Tax
K&A Mobile Tax
" Since we started using the Form Collective App, we've been able to take 20% more in projects, and that's strictly because it's increased our efficiency.
Josephina Serra Co-Founder & Partner, Form Collective
Form Collective
" RaiConnect brings to our clients the ongoing service and support they are used to getting when visiting our bank locations. Our relationship managers have the ability to provide advisory services conveniently and securely.
Zsofia Jokai Product Owner, RaiConnect, Raiffeisen Bank
Raiffeisen Bank
" We're a small business, but we're one of the largest pet shippers in the US. We needed an app that could streamline our client processes, and now everything we need is all in one place.
Kari Mendoza Founder & CEO of Island Pet Movers
Island Pet Movers
" It's transforming the nature of experience and bringing the relationship management team and expertise within the grasp of consumers. We have put the power and control in our Citigold customer's hands.
Kartik Kaushik Country Business Manager, Citigroup India
Citibank
" All aspects of first response deployment are combined in one platform for unparalleled situational awareness in any operation.
Britt Kane Founder & CEO, Intrepid Networks
Intrepid Networks
" We are excited the possibilities it creates to serve our talent, adding a brand new level of convenience and connectivity to fuel their careers and to provide the very best casting and coordination experience in the industry.
Aicha McKenzie Founder & CEO, AMCK Group
AMCK Group
" Our Entourage Collection app allows our motto 'The sky is no longer the limit' to shine even more brightly.
Simon Liebel Founder & CEO, Entourage Collection
Entourage Collection
" Enhancing our digital client experience will help bring the Private Bank closer to clients while ensuring that we do not compromise on data privacy especially in today’s rapidly evolving digital world.
Didier Von Daeniken Global Head, Private Banking and Wealth Management, Standard Chartered
Standard Chartered
Trusted by security focused industries
Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.
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.
