The OneStop Client
Interaction Platform
Streamline client interactions with digital workflows
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The OneStop Client
onestop workflows for your client Interactions
Account onboarding
Account servicing
Exception handling
Control the chaos of managing client interactions. Bring structure to client interactions that are stuck in fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital experiences.
Our customers experience up to
10x
faster onboarding
3x
transaction throughput
18%
increase in Net Promoter Score
Key Capabilities
Customizable workflows
Build interaction flows to create repeatable, sequenceable steps with pre-defined client and internal user actions.
Build interaction flows to create repeatable, sequenceable steps with pre-defined client and internal user actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Configurable user experiences
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
Persistent data rooms
Manage continuity across time, with progress tracking, audit trails, virtual data rooms and more.
Manage continuity across time, with progress tracking, audit trails, virtual data rooms and more.
360° Oversight
Track performance with real-time insights. Maintain a searchable paper trail of all interactions.
Track performance with real-time insights. Maintain a searchable paper trail of all interactions.
Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
OneStop Interaction Suite
Moxo brings structure to client interactions with a complete suite of engagement capabilities woven into client-facing business processes.
Standalone
Your client interaction hub, configured and private-labeled. No coding required.
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Trusted by security focused industries
Moxtra’s platform was built in partnership with several of the world’s leading financial institutions. Organizations use Moxtra to power their OneStop Client Service Hub — with best-in-class compliance, privacy, security, and auditability.
Moxo is named best digital banking solution provider in the Banking Tech Awards.
Moxo is named best mobile experience at the Bank Customer Experience Summit.
Moxo wins best client relationship management platform in the LegalTech Awards.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.
