Streamline your client interaction workflows

Create exceptional client experiences that scale with your business.

TRUSTED BY LEADING BUSINESSES OF ALL SIZES

Build your client interaction process with Moxo Flow

Create your Workflow

Use an intuitive drag-and-drop builder to create your process. Include actions such as forms, file requests, tasks, approvals, acknowledgements, meeting scheduling and more including third-party objects.

The Moxo workflow builder empowers users to customize and automate business processes. Drag and drop elements with ease, and save as templates for future use.

Interact throughout the Flow

Moxo Flow Workspaces uniquely blend workflow automation with interaction - so you never break the flow. Exchange messages or launch video meetings within the context of your workflow.

The image showcases Moxo's interaction capabilities. Users can easily send messages, share documents, and launch video meetings within their workspaces. With Moxo, work processes become more streamlined, efficient, and enjoyable.

360º visibility

Track your processes at-a-glance and drill down into specific KPIs, such as completion rate and average duration, by team or account manager.

Moxo's reports are a game-changer, allowing businesses to track KPIs and optimize processes. By providing insightful, data-driven analysis, Moxo helps drive efficiency and maximize performance.

Learn more

Our customers experience

54%

decrease in project length

90%

decrease in drop-offs

increase in account manager capacity

Why businesses love Moxo for workflows

With Moxo, businesses create best-in-class client experiences while improving their operational efficiency.

Workflow builder

Create templates to add automation your most frequent processes using a drag-and-drop workflow builder

Moxo's suite of interaction capabilities are extensive and powerful, featuring chat, video meetings, digital signatures, and more. Streamline your business processes with ease.

Interaction suite

Collaborate in-context using messaging, video meetings, and file sharing with annotations.

Workspaces

Launch workspaces to interact and complete client projects.

Business actions

Drive outcomes with actions such as approvals, file requests, forms, eSignatures, tasks, and more.

Notifications

Users receive email or text notifications when it is their turn to act. Notifications include magic links which take users directly to actions.

Admin

User management and access controls to set permissions and manage your organization.

Reporting

Measure KPIs and and receive actionable insights to drive efficiency.

Client portal

Create a branded mobile and web destination for your business

Security

SOC 2 Type II compliance with encryption at both transit and rest. Trusted by several of the world's leading banks.

Delivery models

Standard

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

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

The 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 more This 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.

This 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.

Learn more

Connect your tools

Moxo provides out-of-the-box integrations and frameworks to connect your workflows with existing tools

See all integrations

Data sync Automatically push data at a regular cadence to CRMs and other systems.

Business actions Bring in external actions to Moxo workspaces.

Automations Automate actions in external applications or in Moxo based on triggers within Moxo.

Custom Create custom integrations by leveraging Moxo APIs or tools like Zapier to push and pull data to and from Moxo.

Moxo's integration image showcases their versatile lineup including top tools like Xero, Hubspot, and Stripe, allowing for seamless workflow solutions.

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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.

Request a Demo

TRUSTED BY LEADING BUSINESSES OF ALL SIZES

Build your client interaction process with Moxo Flow

Create your Workflow

Interact throughout the Flow

360º visibility

Our customers experience

Why businesses love Moxo for workflows

With Moxo, businesses create best-in-class client experiences while improving their operational efficiency.

Delivery models

Standard

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

Private-labeled

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

Embedded

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

Connect your tools

Moxo provides out-of-the-box integrations and frameworks to connect your workflows with existing tools

Data sync Automatically push data at a regular cadence to CRMs and other systems.

Business actions Bring in external actions to Moxo workspaces.

Automations Automate actions in external applications or in Moxo based on triggers within Moxo.

Custom Create custom integrations by leveraging Moxo APIs or tools like Zapier to push and pull data to and from Moxo.

" Implementing the K&A app into our workflow has completely transformed our process, from office-to-office, from state-to-state, and interacting with our clients.

Kesha Norman Co-Founder, K&A Mobile Tax

" Since we started using the Form Collective App, we've been able to take 20% more in projects, and that's strictly because it's increased our efficiency.

Josephina Serra Co-Founder & Partner, Form Collective

" RaiConnect brings to our clients the ongoing service and support they are used to getting when visiting our bank locations. Our relationship managers have the ability to provide advisory services conveniently and securely.

Zsofia Jokai Product Owner, RaiConnect, Raiffeisen Bank

" It's transforming the nature of experience and bringing the relationship management team and expertise within the grasp of consumers. We have put the power and control in our Citigold customer's hands.

Kartik Kaushik Country Business Manager, Citigroup India

" All aspects of first response deployment are combined in one platform for unparalleled situational awareness in any operation.

Britt Kane Founder & CEO, Intrepid Networks

" We are excited the possibilities it creates to serve our talent, adding a brand new level of convenience and connectivity to fuel their careers and to provide the very best casting and coordination experience in the industry.

Aicha McKenzie Founder & CEO, AMCK Group

" Our Entourage Collection app allows our motto 'The sky is no longer the limit' to shine even more brightly.

Simon Liebel Founder & CEO, Entourage Collection

" Enhancing our digital client experience will help bring the Private Bank closer to clients while ensuring that we do not compromise on data privacy especially in today’s rapidly evolving digital world.

Didier Von Daeniken Global Head, Private Banking and Wealth Management, Standard Chartered

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Trusted by security-focused industries

Streamline your client interaction workflows today