Provide an immersive digital campus experience
With Moxo, institutions can provide a secure, personalized digital campus experience. Teachers, students, administrators, recruiters, advisors, and parents can maintain persistent interactions, educators and staff can comprehensively manage their institution and courses through their app, replicating traditional school structures remotely.
Extend existing brick and mortar processes like recruiting, class work, student affairs, coaching, academic advising, financial aid, and alumni relations — and personalize the education experience for your students.
OneStop for your clients,
OneStop for your business.
OneStop for your business.
Modernize your client service experience, streamline business processes, and manage your firm.
Moxo's OneStop Suite includes...
Client & Management Portals
Configurable workflows
Integrated collaboration
Classroom Workspaces
Bank-grade compliance
Enhance your client experience
Provide an interactive service experience, in your client's pocket. Make it convenient for your clients to do business with you.
Customized workflows
Automate your accounting processes and document workflows. Set up triggers, configure tasks, and manage your client processes.
Digital workspaces
Engage clients in digital workspaces with secure messaging, virtual data rooms, document collaboration, digital signatures, video meetings, screen sharing and more.
360° oversight
Gain complete visibility into all client interactions, how your firm is performing to your goals, and monitor staff performance.
Trusted by global banks
Moxo is engineered to meet the stringent security requirements of regulated industries, with best-in-class compliance, including SOC III, GDPR, CSA, and PSD2.
Built-in paper trail
Maintain an ePaper trail and a searchable, persistent history of all interactions. Track and measure performance with real-time insights.
Role-based permissions
Designate roles and permissions for your clients, accountants, advisors, legal staff, and others. Manage roles to ensure participants can only take action on what they’re supposed to.
