Workflow Builder

Unlock the power of client workflows

Streamline complex workflows — empowering teams across lending, corporate banking, wealth, and beyond.

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Trusted by leading organizations

Why Moxo

Manage client-facing, complex workflows with ease. From loan applications to multi-step approvals with external stakeholders, Moxo ensures accountability, delivers a secure client experience, and drives results.

Orchestrate your client service experience

Automate processes

Streamline multi-stakeholder workflows, reducing manual steps, improving operational efficiency, and driving outcomes.

Deliver exceptional service

Enable seamless collaboration across teams, using collaborative business actions to deliver a high-touch service experience to clients.

Record all client interactions

Retain your book of business within your institution, preserving client relationships and history even as staff transitions occur.

Ensure robust security

Operate with confidence by meeting regulatory standards through Moxo’s encryption, access controls, and deployment options.

Workflow builder

Automate processes and build template playbooks, enabling faster service delivery and improving staff productivity.

Client portal

Provide clients with a branded portal where they can access key documents, communicate directly with your team, and receive streamlined service.

Embeddable

Integrate Moxo into your existing banking apps to deliver a consistent, branded experience that connects to your existing systems.

Powerful insights

Access performance data to gain insights, hold teams accountable, and make informed decisions that drive better outcomes.

Moxo AI

Coming soon

The copilot for your workflows. Boost your team's productivity with personalized suggested responses, intelligent nudges, and more.

Interaction suite

Enable secure collaboration between stakeholders, with secure messaging, video meetings, digital signatures, co-browsing, and more.

Didier Von Daeniken
Global Head, Private Banking & Wealth

"Enhancing our digital client experience will help bring the Private Bank closer to clients, while ensuring that we do not compromise on data privacy, especially in today’s rapidly evolving digital world."

Read the story

See how organizations thrive with Moxo

Citibank digitally transformed the wealth client experience with Moxo

Bank of Queensland uses Moxo to streamline lending workflows

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Axis Bank delivers personalized service to wealth clients with Moxo

BNP Paribas embedded Moxo to streamline wealth client account management

Raiffeisen Bank streamlines corporate and retail banking client journeys with Moxo

'Ask Keebs', powered by Moxo, gives clients instant access to Keebeck Wealth

Stonehage Fleming, EMEA's largest family office, streamlines client service with Moxo

FIS integrated Moxo to redefine the digital banking experience

Questions + answers

Can Moxo handle complex financial workflows?

Yes, Moxo orchestrates complex, multi-party workflows across departments like lending, wealth management, and insurance, driving faster, more accountable outcomes. Moxo’s collaborative actions empower staff to achieve meaningful results with greater efficiency, making it easier to run processes across your financial institution.

Can Moxo integrate with our existing systems?

Absolutely. Moxo can integrate with your existing transaction systems, CRMs, document management solutions, and more, extending your current processes for added efficiency. Moxo embeds seamlessly into your infrastructure, enhancing client interactions while supporting your established workflows.

How does Moxo improve auditability and compliance?

Moxo tracks every client interaction with detailed audit trails, ensuring that your institution meets rigorous compliance standards. Moxo helps financial institutions comply with regulations such as FINRA, GDPR, and SOC 2.

What security measures does Moxo offer for sensitive financial data?

Moxo employs enterprise-grade encryption, robust access controls, and compliance with financial regulations to protect sensitive client data. Moxo can also be deployed on premises or in a hybrid model, ensuring that your data stays securely within your institution.

Orchestrate your service experience

Get started