OneStop Client Hub

Moxo Flow

Streamline client-centric business workflows

Automate routine processes

With Moxo's workflow builder, you can save time and drive operational efficiency. Automate your routine tasks and configure custom workflows that align to your business processes.

Customize your client interaction workflows. With Moxo's workflow builder, configure seamless workflows for your business processes.

Example: Assisted Onboarding Workflow