The client portal to run your processes

Describe how you work with clients. Moxo builds a portal around your process — with AI agents reviewing files, following up, and routing decisions.

Two sides of one portal

You orchestrate

Design the workflow, assign owners, and track every onboarding from one place. See what's complete, what's waiting, and what needs your attention.

Stakeholders act

Clients, partners, and teams see one clear action and the context to complete it. They step in, do their part, and the process moves forward.

See how organizations run onboarding with Moxo

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Webware integrated Moxo to amplify digital marketing success

ChenMed enhanced patient engagement for senior care with Moxo

Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales

Scotiabank delivers personalized service throughout the wealth customer journey with Moxo

Zeta Global leverages Moxo to streamline onboarding and implementation

CD Baby uses Moxo to streamline music distribution for independent artists

Parents as Teachers simplifies content delivery for affiliates and parent educators

Procore streamlines customer onboarding workflows with Moxo

FIS integrated Moxo to redefine the digital banking experience

For teams tired of chasing
down next steps 

Finally, a client portal that clients actually use

AI as your assistant

Moxo’s AI reviews forms, checks for missing documents, and nudges the right people to keep the process moving without constant hand holding.

Integrations that trigger next steps

Moxo syncs with your entire stack so completed steps automatically trigger what comes next — no gaps between systems.

Keep everyone in their swim lanes

Track progress at a glance. Moxo provides a shared source of truth with visibility into what’s done, what’s next, and who’s responsible.

Enterprise-grade controls

Business leaders can’t risk compliance gaps. Moxo delivers comprehensive audit logs, flexible deployment options, SSO/SAML, encryption, and more.