Make your onboarding flow

The leading customer onboarding software to eliminate drop-offs and reduce time to first-value

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Say goodbye to manual,
time consuming processes

Welcome to the future of onboarding. 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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Orchestrate your B2B onboarding experience

Configure each step of your workflow with ease, integrating business actions like forms, file requests, tasks, approvals, acknowledgements, and third-party objects. Save frequent processes as templates for your organization to use.

Streamline every step Turn complex processes into automated workflows that eliminate bottlenecks and manual effort.

End the chase Replace endless email chains with intelligent reminders, one-click approvals, and seamless experiences.

Turn insights into action Monitor performance, make data-driven decisions, and ensure consistent service excellence.

Assign roles
with precision

Control is critical in any business process. With Moxo’s persona capabilities, decide who sees and does what. Assign roles and permissions with precision and tailor workflow actions accordingly.

Service Delivery Manager

Engagement Director

Solutions Architect

Customer Account Team

Service delivery manager

Oversees day-to-day project execution, manages team resources, and ensures deliverables meet quality standards and timelines while maintaining regular client communication.

Engagement director

Owns the overall client relationship and service delivery strategy, ensuring alignment between client objectives and service outcomes while maintaining high-level stakeholder relationships. Focuses on client satisfaction and adoption and identifying expansion opportunities.

Solutions architect

Designs and implements technical solutions that align with client requirements, working closely with delivery teams to ensure proper execution of complex service engagements.

Customer account team

The client-side stakeholders who actively participate in the service delivery process. This typically includes project sponsors, department heads, and subject matter experts who provide requirements, review deliverables, grant approvals, and ensure the engagement aligns with their objectives.

Deliver personalized experiences at scale

Workflow builder

Empower both internal teams and external stakeholders with live progress tracking, eliminating the need for constant follow-ups.

Integrations

Keep projects moving with smart notifications and action triggers that ensure timely responses from all participants.

Intelligent nudges

Empower both internal teams and external stakeholders with live progress tracking, eliminating the need for constant follow-ups.

Onboarding portal

Identify process bottlenecks instantly through powerful analytics and implement solutions before they impact deadlines.

Content library

Empower both internal teams and external stakeholders with live progress tracking, eliminating the need for constant follow-ups.

360 Insights

Empower both internal teams and external stakeholders with live progress tracking, eliminating the need for constant follow-ups.

See how organizations thrive with Moxo

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Wunderkind, a top digital marketing firm, uses Moxo to streamline implementation and onboarding

BNP Paribas streamlines client onboarding and account management with Moxo

Peninsula Visa cut processing from days to hours, reducing turnaround time by 93%

Hibernia College uses Moxo to streamline student onboarding and engagement

Zeta Global leverages Moxo to streamline onboarding and implementation

K&A Tax simplifies tax filing and client management with Moxo

Questions + answers

How does Moxo's workflow builder enhance professional service delivery?

Moxo empowers professional service firms to design and automate client-facing processes with ease. It allows you to create repeatable templates, trigger automatic notifications, and streamline approvals, transforming complex workflows into efficient, automated journeys.

Can Moxo integrate with existing business systems used in professional services?

Yes, Moxo seamlessly connects with essential business tools through its open API and pre-built integrations. It enhances existing workflows without disruption, integrating with CRM platforms like Salesforce, project management tools like Jira, and other specialized consulting software.

How does Moxo help with client communication?

Moxo provides a branded, secure space for clients to communicate, access deliverables, and track project progress. The system allows for in-context communication, including messaging, document sharing, and video meetings, all within the context of a workflow.

What security measures does Moxo offer for handling sensitive client information?

Moxo provides bank-grade security for organizing, sharing, and tracking all client interactions. It offers secure document exchange, compliant e-signatures, and maintains a detailed audit trail of every interaction, ensuring confidentiality and compliance to regulatory standards.