Streamline client projects with digital interaction workspaces

With Moxo, accelerate client business, automate service processes, provide in-context project assistance, onboard clients, gather approvals, exchange documents, and more.

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Trusted by businesses of all sizes

Cornerstone, powered by MoxtraMasferrer Associates, powered by MoxtraCitibank, powered by MoxtraAMCK Group, powered by MoxtraModern Properties, powered by MoxtraHibernia College, powered by MoxtraKeebeck Wealth, powered by MoxtraBalfour Homes, powered by MoxtraBloomwealth, powered by Moxtra
Think Global School, Powered by MoxtraTerraza Balear, powered by MoxtraFIS, powered by MoxtraFalconi Consulting, powered by MoxtraBNP Paribas, powered by MoxtraAdaptive Law, powered by MoxtraBOQ, powered by MoxtraIntrepid Networks, powered by MoxtraIsland Pet Movers, powered by MoxtraTherapist working with Patient in sunlit room

Client Interaction workflows for Delivering your business service

Account onboarding

Account servicing

Exception handling

Control the chaos of managing client projects. Moxo's client interaction workspaces bring structure to client projects by blending automation with high-touch assistance.

Our customers experience up to
faster onboarding
transaction throughput
increase in Net Promoter Score
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Key Capabilities

Customizable workflows
Build interaction flows to create repeatable service experiences with pre-defined client and internal user actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Branded service experiences
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
Persistent data rooms
Manage service 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 service interactions.
Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.

Client projects require active client participation.

Moxo Flows ensure timely client engagement through modern OneStop service experiences.


Your client interaction hub, configured and private-labeled. No coding required.


Extend your mobile or web app with client interaction workflows.

Moxo Flow

Customize seamless interaction
workflows for your service processes.

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Read data studies, guides, and more.

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Events Center

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events to learn more about Moxo.

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Success Stories

Explore customer examples.

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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.

Modernize your business service delivery

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