No more chasing down files via email

Moxo is the easiest way to automate document collection with AI-powered workflows, while maintaining security.
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For teams that need to collect, review, and track documents

Whether you're onboarding clients, processing applications, or managing compliance, Moxo streamlines every step of document collection with AI-powered workflows, so nothing gets missed.

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Step-by-step, without the follow-ups

File portal experience

Deliver a document portal with virtual data rooms, and customize it with your branding.

Orchestrate your processes

Transform document workflows with file requests, forms, signatures, and approvals.

Template playbooks

Turn your proven processes into reusable templates that eliminate manual tasks.

Content library

Provide a content library for your organization, with granular permissions and access controls.

Collaborate in-context

Support customers with messaging, video calls, document exchange, signatures, and forms.

Activity tracking

Monitor the status of files in real-time and see which documents are being engaged on.

See Moxo in action

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
Why choose Moxo?
The Moxo G2 leader badge for Fall 2023 highlights Moxo's expertise in client portal, client onboarding, and customer communications for the Mid-Market.
95%
decrease in email clutter
81%
reduction in drop-offs
54%
reduction in process length
75%
increase in CSM capacity
No more chasing
down files
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