Make your
business flow

Streamline service orchestration processes for customer, vendor, and partner projects

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See how it works

From onboarding to account servicing workflows. And everything in between.

Use cases

Accelerate time to revenue, boost retention, and reduce drop-offs

Moxo is designed to streamline, automate, and transform the way businesses onboard their customers, vendors, and partners. With a focus on B2B relationships, our platform ensures a seamless, collaborative, and highly efficient onboarding experience, from start to finish.

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Automate your onboarding process using business actions such as forms, tasks, file requests, and more

Create standardized template playbooks, enabling you to provide the right level of support at every stage

Customize proactive reminders and updates, ensuring your clients are always in the loop

Streamline interactions throughout the entire account lifecycle

Manage customer, vendor, and partner accounts with dedicated interactive workspaces. Keep up with your accounts any time, any place, on any device. Moxo preserves full account history and context, so team members can easily pick up where their colleagues left off. Additionally, Moxo provides internal-only workspaces, to ensure smooth operations behind the scenes.

Create secure, interactive workspaces with your clients, vendors and partners

Maintain an auditable record of past messages, documents, signatures, and more

Orchestrate your external processes with supporting internal-only workflows, making service delivery seamless

Transitioning clients between teams or account managers is smoother than ever

Track joint deliverables and keep everyone on the same page

Reduce email clutter and modernize your B2B project management with Moxo. Achieve milestones, monitor joint deliverables, and facilitate collaboration. Map out your project using actions such as forms, file requests, tasks, approvals, and meeting scheduling, as well as integrate third-party resources. Design templates for recurring projects to save time. Gain quick insights into project progress and delve into key metrics like completion rates and average duration, categorized by team or account manager.

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Create branded project interaction workspaces that are easily accessible via magic link

Assign tasks with reminders to track joint deliverables

Collaborate in-context using messaging, meetings, document annotations, and more

The easiest way to collect documents securely

Document collection processes can be chaotic and time-consuming. Moxo is the easiest way to streamline document processes, without compromising on security. Use Moxo's drag-and-drop interface to orchestrate your process with configurable file requests, forms, tasks, signatures, approvals, acknowledgments, and third-party objects.

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Use file requests and forms to automate the collection process, and automatically push files to third-party repositories

Assign roles, customize proactive reminders and updates, ensuring your clients and staff know when it is their turn to act

Clarify any questions using contextual messaging

Real-time escalations, in context

Encounter an issue? Moxo enables real-time escalations within a workflow, allowing for immediate meetings or messages to resolve any bottlenecks swiftly. Lag time caused by exception handling can lead to significant delays, drop-offs, and lost time and resources, negatively impacting overall efficiency. By cutting down these bottlenecks, Moxo dramatically increases overall operational efficiency, saving both time and money.

With magic links, there's no need for clients to remember login details: a single click on a text or email link provides immediate entry

Multiple levels of tracking at the account manager & management levels, so the right team member can step in when needed

With intelligent nudges, avoid the pitfalls of drop-offs and delays.

Simplify collaborating with vendors and eliminate manual follow-ups

Accelerate workflows across the vendor lifecycle. Moxo provides a centralized hub where buyers and suppliers can seamlessly collaborate on projects. Eliminate countless man-hours and email clutter, develop custom workflow templates for your frequent processes, and ensure that all communication, documents, catalogs, and signed contracts are organized and easily accessible.

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Provide ongoing support and training to your suppliers. Use collaborative capabilities to handle questions and offer assistance

Mitigate the risks of sanctions and PEP checks with Moxo's 360-degree insights, allowing you to identify and flag issues in advance

Define your workflow templates with milestones & due dates that meet your project objectives

Trusted by industry leaders

See more customer stories 

BNP Paribas

With Moxo, BNP Paribas launched MyWealth, a secure hub that enabled wealth clients to access a range of services remotely.

Savills

Savills uses Moxo to streamline the entire property assessment workflow, enhancing client searches for leases, subleases, or property sales.

Palmetto

Palmetto streamlines customer onboarding for solar panel customers with Moxo, delivery a smooth, efficient process from initial inquiry to installation.

Crosstown Doughnuts

Crosstown Doughnuts leverages Moxo to simplify order tracking and management processes, guaranteeing timely and accurate fulfillment.

Scotiabank

Scotiabank uses Moxo with wealth management customers, facilitating personalized service experiences throughout the customer journey.

Kobayashi Group

Kobayashi Group uses Moxo to streamline home applications by storing all relevant documents in one place for each client and home application.

Parents as Teachers

Parents as Teachers leverages Moxo to streamline the access of educational content, enabling affiliates to provide parent educators with valuable resources.

Emirates NBD

With Moxo’s collaborative workflows, Emirates NBD delivers exceptional personalized service experiences for wealth management clients.

Discover the power of the Moxo Service Orchestration Platform

Create workflows, automations, and templates

Say goodbye to manual, time-consuming processes with Moxo’s advanced workflow capabilities. Use our intuitive drag-and-drop builder to create customized templates effortlessly. Orchestrate every step of your workflow seamlessly, weaving together business actions such as forms, file requests, tasks, approvals, acknowledgements, and third-party objects.

Design distinct playbooks that cater to various requirements, ensuring the right level of support at every stage. Experience unparalleled flexibility and control over your service processes, tailoring each step to meet your organization’s unique needs.

Guide your customers, vendors, and partners, in context

Enhance collaboration at every stage of your process with secure messaging, video meetings, forms, and file sharing complete with annotations. Moxo's collaborative capabilities ensure a continuous flow of communication, meaning you'll never lose momentum.

Recognizing that not all processes can be automated, Moxo allows you to engage in context, providing the necessary support precisely when your customers need it. Facilitate complex processes and ensure smooth, effective communication.

Configurable client portals for mobile and web

Transform the way you manage relationships with customers, vendors, and partners through Moxo's seamless, collaborative client portal. Facilitate all stakeholder communications, document sharing, and project management tasks under your brand. Customize it with your logo, colors, and business content to provide a cohesive and sophisticated brand experience.

Both external and internal stakeholders can seamlessly collaborate on projects, eliminating countless man-hours and email clutter. This ensures that all workflows, communication, business content, and associated files are easily accessible.

Advanced persona management and access controls

With Moxo, decide with precision who sees and does what by assigning roles and permissions, provisioning feature access, and tailoring workflow actions accordingly. This strategic allocation of tasks and roles enhances both security and efficiency, ensuring that the right action is always in the right hands, at the right time.

Transitioning external users between teams or account representatives is smoother than ever. Moxo's ability to preserve full process history and context ensures that team members can pick up exactly where their colleagues left off, maintaining continuity and momentum. This comprehensive user management bolsters security and streamlines operations, empowering your organization to function seamlessly and effectively.

360º insights at your fingertips

Control is critical in any business process. Track the effectiveness of your processes with our comprehensive reporting. Monitor at-a-glance metrics and drill down into specific KPIs, such as completion rate and average duration, by team or account manager.

With these insights, your organization can make data-driven decisions and continuously optimize your strategies, ensuring peak efficiency and customer satisfaction.

Designed to help your organization spend less time and money

54%

reduction in length of client processes

81%

reduction in drop-offs

75%

increase in account manager capacity

95%

decrease in email clutter

Integrates seamlessly with your existing tools

Moxo is a system of intelligent action that extends your existing tools, systems of record, and transaction systems.

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Data sync Automatically push data at a regular cadence to CRMs and other systems.

Business actions Bring in external actions to Moxo workspaces.

Automations Automate actions in external applications or in Moxo based on triggers within Moxo.

Custom Create custom integrations by leveraging Moxo APIs or tools like Zapier to push and pull data to and from Moxo.

Why organizations
choose Moxo

Why organizations choose Moxo

The only platform designed ground up for external projects

Seamless blend of structured + unstructured interactions

Built for the security and compliance requirements of regulated industries

Moxo is uniquely suited for managing external business projects. Moxo enables businesses to deliver exceptional client experiences while improving process efficiency.

Moxo workspaces blend a powerful workflow layer with modern interaction capabilities so you never break the flow of business. As a result, our customers reduce email clutter by over 95%.

Moxo was co-created with leading financial institutions for regulated industries such as financial services, healthcare, legal and more. Learn more about our security here.

Delivery models

Standard

Get started within minutes by choosing from templates or building your own. Available across mobile & web.

Learn more The image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

The image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn more This image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.