Collaborative customer onboarding

Experience how Moxo can streamline the way you onboard customers, vendors, and partners. Plus, you'll get a personalized demo tailored to your organization's requirements.
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Onboarding that flows

The leading onboarding software to eliminate drop-offs and reduce time to first-value.
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FOR ONBOARDING, CUSTOMER SUCCESS, AND IMPLEMENTATION TEAMS

Revolutionize your B2B onboarding experience

Welcome to the future of onboarding. Moxo is designed to streamline, automate, and transform the way businesses onboard their customers, vendors, and partners. With a focus on B2B relationships, our platform ensures a seamless, collaborative, and highly efficient onboarding experience, from start to finish.

Create automations and templates

Say goodbye to manual, time-consuming onboarding processes. Use Moxo's drag-and-drop workflow builder to create templates. Orchestrate each step of your workflow with ease, integrating business actions like forms, file requests, tasks, approvals, acknowledgements, and third-party objects.

Gain unparalleled flexibility and control over your onboarding, making each step of the experience uniquely tailored to your organization's needs.

Guide your customers, in context

Assist your customers through every step of the onboarding process with secure messaging, video meetings, forms, and file sharing complete with annotations. Moxo's collaborative onboarding capabilities ensure a continuous flow of communication, meaning you'll never lose momentum.

Advanced user management and access controls

Decide who can see and do what across Moxo. Our robust user management capabilities are a game-changer for organizations seeking granular control over their onboarding process. Assign roles and permissions with precision, provision feature access, and tailor workflow actions accordingly. This ensures that the right tasks are allocated to the right team members, enhancing both security and efficiency.

360º insights at your fingertips

Track the effectiveness of your onboarding processes with our comprehensive reporting. Monitor at-a-glance metrics and drill down into specific KPIs, such as completion rate and average duration, by team or account manager.

With these insights, your organization can make data-driven decisions and continuously optimize your onboarding strategies, ensuring peak efficiency and customer satisfaction.

Configurable client portal

Provide a personalized, dedicated space on mobile and web where clients, vendors, and partners can find everything they need for a smooth onboarding process. From the initial stages, stakeholders will have clear visibility and direct access to necessary actions, documentation, and support, laying the groundwork for a strong business relationship.

Trusted by customer experience leaders

Wunderkind

Wunderkind is a global digital marketing company that uses Moxo to reduce onboarding and implementation time with customers.

Palmetto Solar

Palmetto Solar streamlines customer onboarding for solar panel customers with Moxo, delivery a smooth, efficient process from initial inquiry to installation.

Savills

Savills uses Moxo to streamline the onboarding process for clients seeking commercial leases, as well as those acquiring or selling properties.

Standard Chartered

With Moxo, Standard Chartered provided clients with seamless and secure onboarding, replicating the high-touch service of their physical branches.

Alviere

Alviere uses Moxo to onboard their customers. Their process includes several contracts and intensive document collection around financial services.

Webware.io

Webware.io leverages Moxo to streamline all of their client processes from onboarding to ongoing projects.

Bank of Queensland

Moxo revolutionized the Bank of Queensland's lending application process, streamlining onboarding through the Pocket Banker app,

Zeta Global

Moxo streamlines Zeta Global's customer onboarding by centralizing communication, managing processes, and personalizing the customer experience.

Kobayashi Group

Kobayashi Group uses Moxo to streamline home applications by storing all relevant documents in one place for each client and home application.

Deliver high-touch, personalized experiences at scale

Build and templatize your onboarding journey

Moxo's intuitive drag-and-drop builder make it easy to construct and customize onboarding templates. Configure and orchestrate every step of your onboarding process seamlessly and create exceptional experiences. Integrate business actions like forms, file requests, digital signatures, meetings, tasks, approvals, acknowledgements, and third-party objects as part of a workflow. Minimize repetitive tasks and automate processes across your organization.

Onboarding portals

Provide a dedicated space accessible via mobile and web, enabling stakeholders to effortlessly access everything they need, including success plans, timelines, pending actions, forms, documents, and support resources. Customize your onboarding portal with your logo, colors, and business content.

Template playbooks

Design distinct onboarding playbooks to address the specific demands of different programs. This flexibility ensures a high degree of customization and effectiveness in orchestrating B2B relationships.

Success plans & timelines

Create success plans and timelines so all stakeholders are on the same page and can track progress as steps are completed.

Integrates seamlessly

Create seamless experiences for your customers and your internal teams with continuous data flow between Moxo and your other applications.

Seamless transitions

Transitioning external users between teams or account representatives is smoother than ever. With Moxo’s capability to preserve full process history and context, team members can pick up exactly where their colleagues left off.

Internal workspaces

Support your onboarding with powerful internal workflows and workspaces. Moxo helps streamline your tasks internally, making external service delivery as smooth as possible.

Powerful persona management

Control is critical in any business process. With Moxo’s persona management capabilities, you can decide who sees and does what across the onboarding journey.

Designed to help your organization spend less time and money
54%
reduction in length of client processes
81%
reduction in drop-offs
75%
increase in account manager capacity
95%
decrease in email clutter

Frictionless, easy-to-use onboarding for your customers

Intelligent nudges

Avoid the pitfalls of drop-offs and delays. Customize proactive reminders and updates, ensuring your clients are always in the loop. And for those moments that require a personal touch? Nudge manually with ease.

Digital forms

Moxo's custom form builder empowers organizations to design forms specific to their business actions, seamlessly incorporating them into a workflow and enhancing data collection.

Content library

Provide a content library accessible to your organization, and designate precise access permissions for relevant teams and external parties.

Magic links

Simplify access like never before. With magic links, there's no need for clients to remember login details. A single click on a text or email link provides immediate entry into your bespoke onboarding portal.

ROI, metrics, & insights

Track performance
Moxo enables multiple levels of tracking at the account manager & management levels. Account managers can track workflows across their customer base and management users can track workflows across their entire team.
360º insights
With Moxo, teams can manage to key performance indicators, unblock bottlenecks, and make swift, data-driven decisions to enhance their onboarding processes.
Measure engagement
Monitor the status of file requests in real-time, see which documents are being actively engaged with, and closely measure each step of your processes.

Delivery models

Standard

Get started within minutes by choosing from templates or building your own. Available across mobile & web.

Learn moreThe image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn moreThis image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

Embedded

Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

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Bank-grade security
& compliance
Security is non-negotiable. With Moxo, rest easy knowing your and your clients' data are protected by best-in-class security measures, adhering to stringent compliance standards including, SOCII, GDPR, Cloud Alliance, and more.
Trusted by security focused industries
The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market.
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.

Streamline your onboarding