Streamline external projects with digital interaction workflows - from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more.
Digital interaction platform for coordinating external projects
Configure external project workflows that accelerate your business. Define roles and assign actions for customers, vendors, partners and internal stakeholders.
Add file requests, eSignatures, approvals, acknowledgements, to-do's, third-party objects and more into your interaction workflows.
Use Moxo's drag and drop builder to map your business processes with role based user actions.
Save your frequently used Flows into your template library, so you or a team member can reuse them easily.
Automatically email links to flow actions when it's someone's turn to act. No logins required.
Create custom digital forms, collect data, and automate processes with Moxo's form builder.
Deliver a convenient OneStop service experience for your clients - boosting retention and NPS.
Customize modern user experiences, with your logo, brand imagery, colors, and more.
Never break the flow of business with integrated messaging, video conferencing, document collaboration and more.
Stay connected with your clients and your business - any time, any place, on any device.
Manage internal and external user directories within Moxo or integrate with existing your authentication methods via SAML SSO.
Engineered to meet the stringent requirements of regulated industries including the use of TLS protocols for data in transit and AES 256 encryption.
Maintain compliance with regulatory requirements around the world including SOC 2 (Type 2) and GDPR.
All interactions are time-stamped and tracked to create a searchable paper trail.
Moxo orgs can be deployed on our multi-tenant cloud, a private cloud, or on-premises.
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.
