Moxo enables multiple levels of tracking at the account manager & management levels. Account managers can track workflows across their customer base and management users can track workflows across their entire team.
Wunderkind is a global digital marketing company that uses Moxo to reduce onboarding and implementation time with customers.
Palmetto Solar streamlines customer onboarding for solar panel customers with Moxo, delivery a smooth, efficient process from initial inquiry to installation.
Savills uses Moxo to streamline the onboarding process for clients seeking commercial leases, as well as those acquiring or selling properties.
With Moxo, Standard Chartered provided clients with seamless and secure onboarding, replicating the high-touch service of their physical branches.
Alviere uses Moxo to onboard their customers. Their process includes several contracts and intensive document collection around financial services.
Webware.io leverages Moxo to streamline all of their client processes from onboarding to ongoing projects.
Moxo revolutionized the Bank of Queensland's lending application process, streamlining onboarding through the Pocket Banker app,
Moxo streamlines Zeta Global's customer onboarding by centralizing communication, managing processes, and personalizing the customer experience.
Kobayashi Group uses Moxo to streamline home applications by storing all relevant documents in one place for each client and home application.
Moxo's intuitive drag-and-drop builder make it easy to construct and customize onboarding templates. Configure and orchestrate every step of your onboarding process seamlessly and create exceptional experiences. Integrate business actions like forms, file requests, digital signatures, meetings, tasks, approvals, acknowledgements, and third-party objects as part of a workflow. Minimize repetitive tasks and automate processes across your organization.
Provide a dedicated space accessible via mobile and web, enabling stakeholders to effortlessly access everything they need, including success plans, timelines, pending actions, forms, documents, and support resources. Customize your onboarding portal with your logo, colors, and business content.
Design distinct onboarding playbooks to address the specific demands of different programs. This flexibility ensures a high degree of customization and effectiveness in orchestrating B2B relationships.
Create success plans and timelines so all stakeholders are on the same page and can track progress as steps are completed.
Create seamless experiences for your customers and your internal teams with continuous data flow between Moxo and your other applications.
Transitioning external users between teams or account representatives is smoother than ever. With Moxo’s capability to preserve full process history and context, team members can pick up exactly where their colleagues left off.
Support your onboarding with powerful internal workflows and workspaces. Moxo helps streamline your tasks internally, making external service delivery as smooth as possible.
Control is critical in any business process. With Moxo’s persona management capabilities, you can decide who sees and does what across the onboarding journey.
Avoid the pitfalls of drop-offs and delays. Customize proactive reminders and updates, ensuring your clients are always in the loop. And for those moments that require a personal touch? Nudge manually with ease.
Moxo's custom form builder empowers organizations to design forms specific to their business actions, seamlessly incorporating them into a workflow and enhancing data collection.
Provide a content library accessible to your organization, and designate precise access permissions for relevant teams and external parties.
Simplify access like never before. 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 into your bespoke onboarding portal.
Get started within minutes by choosing from templates or building your own. Available across mobile & web.
Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.
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