About Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
Key benefits of Moxo
• Streamlined Workflow Automation: Simplifies and modernizes complex workflows, enabling businesses to manage client, vendor, and partner interactions seamlessly in a single digital workspace.
• Comprehensive Workflow Orchestration: Supports end-to-end processes, including client onboarding, document collection, account servicing, and exception handling.
• Customizable Workflow Templates: Personalize high-touch service experiences while maintaining operational efficiency through customizable templates.
• Enhanced Collaboration Tools: Offers native actions such as digital signatures, file requests, and real-time collaboration to facilitate efficient communication and task management.
• Industry-Specific Solutions: Trusted by global leaders across industries like financial services, healthcare, legal, real estate, consulting, and more to meet unique regulatory and operational needs.
• Bank-Grade Security: Ensures data protection with a multi-layered security framework compliant with global standards like GDPR and SOC III. Privacy and permission-based access are tailored for regulated industries.
• Integration Capabilities: Seamlessly integrates with CRMs like Salesforce and HubSpot, external applications like DocuSign, and thousands of other tools via Zapier for automated workflows.
• Data Synchronization: Automatically syncs data at configurable intervals to ensure alignment with existing systems of record.
• Private Labeled: Provides private-labeled mobile apps and web portals powered by Moxo to maintain brand identity.
Ease of Use: Pre-built templates or custom workflows allow businesses to get started quickly across mobile and web platforms.
• Operational Efficiency Gains: Consolidates workflows into a unified platform, reducing email clutter by over 95% while improving process efficiency.
• Global Client Success Stories:
- BNP Paribas launched "MyWealth," a secure hub for wealth clients.
- Savills streamlined property assessment workflows for enhanced client experiences.
- Palmetto optimized customer onboarding for solar panel installations.
- Scotiabank facilitated personalized wealth management services.
- Kobayashi Group centralized home application documentation.
- Parents as Teachers simplified access to educational resources for parent educators.
- Emirates NBD delivered exceptional service experiences for wealth management clients.
• Scalable Platform for All Business Sizes: Adapts to the operational needs of diverse organizations, from small businesses to global enterprises.
• Customizable Branding: Empowers businesses to showcase their unique identity through tailored branding options for apps and portals, ensuring consistent client-facing experiences.
• Award-Winning Design: Recognized globally for its user experience and interface design in the SaaS sector.
• Real-Time Notifications & Alerts: Keeps stakeholders informed with automated notifications and reminders. Magic links allow users to jump directly into tasks without delays.
• Advanced Reporting & Insights: Offers detailed reporting on ongoing workflows, providing businesses with actionable insights to measure KPIs and enhance efficiency.
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Reviews
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- Industry: Oil & Energy
- Company size: 10,000+ Employees
- Used for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
A business communication made friendly and resourceful.
Reviewed on 2021/07/19
It has a basic feature that is enough for small enterprises but more features and functions would...
It has a basic feature that is enough for small enterprises but more features and functions would be value-added to this product.
Pros
Private labelling of the portal can be done according to the users choice. Configuration of the portal can be done by automating the customer account management workflows which enable assistance for business processes, from onboarding to billing. The screen share feature helps the user during the meeting to project the screen to other participants. The chat section made communication friendly and resourceful with the addition of files to chat conversation. Group discussion can be done in conversation along with the group video call option. Conversations tab has separate sections for internal and clients which help the user to differentiate the conversations. A call option is available to call through the app. The user interface is simple and easy to use.
Cons
Moxtra doesn't have many features. The pricing plans need to be flexible with respect to customer requirements. Customer support needs to improve its service by optimizing the resolution and response time.
Moxo FAQs
Below are some frequently asked questions for Moxo.Q. What type of pricing plans does Moxo offer?
Moxo offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Not Available
Contact Moxtra directly for pricing information.
Q. Who are the typical users of Moxo?
Moxo has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Moxo support?
Moxo supports the following languages:
Chinese, Danish, Dutch, English, Finnish, French, German, Indonesian, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Thai, Traditional Chinese, Turkish
Q. Does Moxo support mobile devices?
Moxo supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Moxo integrate with?
Moxo integrates with the following applications:
Drop, Dropbox Business, Filevine, Global Relay Archive, Gmail, Google Drive, Google Sheets, HubSpot CRM, Jira, Jumio, Microsoft Dynamics 365 Business Central tegossuite, Microsoft Outlook, Microsoft Teams, OneDrive, Redtail CRM, Slack, Smarsh, Stripe, Xero, Zapier, Zoho CRM, ZooM
Q. What level of support does Moxo offer?
Moxo offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, Chat
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