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What is Moxo?

Moxo’s innovative service orchestration platform transforms intricate B2B interactions by providing smooth and efficient experiences. When business processes are disjointed across various departments, clients, vendors, and partners, inefficiencies and risks can emerge. Moxo addresses this issue by integrating workflows, turning disorganized operations into cohesive and cost-efficient solutions that enhance client satisfaction. The Moxo platform accelerates vital processes like client onboarding, document management, and resolving exceptions. As a result, organizations benefit from faster completion times, reduced compliance risks, and outstanding client experiences. With endorsements from leading firms in industries such as financial services, consulting, legal, healthcare, and real estate—including giants like Citibank and BNP Paribas—Moxo is instrumental in orchestrating essential business relationships. This level of trust highlights the platform's effectiveness in optimizing collaboration across various sectors.

What is Cliénta?

Cliénta transforms the client onboarding journey, converting the typically disorganized initial weeks of a new partnership into a smooth and cohesive process that clients can complete effortlessly from their own devices. Specifically tailored for UK accountancy firms, Cliénta removes the burden of tedious manual tasks, spreadsheets, and fragmented compliance checks by providing a comprehensive magic link that integrates everything from ID verification and AML screening to e-signatures and HMRC authorization, all within a single cohesive workflow. By seamlessly blending into your existing operations, it collaborates with industry-leading platforms such as Xero, FreeAgent, Karbon, Sage, FYI, Docusign, Pandadocs, and many top AML providers, enabling you to expedite client onboarding while maintaining compliance with essential regulations. With Cliénta, the endless chase for clients can come to an end, allowing you to redirect your focus toward what truly matters in your business. Step into the future of client onboarding and join the innovative accounting firms that are revolutionizing their processes, empowering them to onboard clients in just minutes rather than days. This evolution not only enhances efficiency but also elevates client satisfaction, solidifying your firm’s reputation in a competitive landscape.

Media

Media

No images available

Integrations Supported

Docusign
Xero
Axis LMS
Box
Filevine
Global Relay
Google Drive
Jira
Microsoft Dynamics 365
Microsoft OneDrive
Microsoft Outlook
Microsoft Teams
Redtail CRM
Salesforce
Slack
Smarsh
Stripe

Integrations Supported

Docusign
Xero
PandaDoc
SmartSearch
Socket

API Availability

Has API

API Availability

Has API

Pricing Information

Custom Pricing

Pricing Information

£79 per month per firm
Full functionality for all tiers. The only difference in tiers is the number clients you onboard per year.
Free Trial Offered?

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Documentation Hub
Webinars
Online Training

Company Facts

Organization Name

Moxo

Date Founded

2012

Company Location

United States

Company Website

www.moxo.com

Company Facts

Organization Name

Cliénta

Date Founded

2025

Company Location

United Kingdom

Company Website

clienta.co.uk

Categories and Features

AI Orchestration

Not specified

Banking

Compliance Tracking
Corporate Banking
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management

Customer Communications Management

Batch Communications
Chat / Messaging
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Template Management
Video Content

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Feedback Collection
Live Chat
Video Content

Customer Experience

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Multi-Channel Collection
Survey Management
Trend Analysis

Customer Onboarding

Not specified

Digital Experience Platforms (DXP)

Alerts / Notifications
Calendar
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Collection

Not specified

Financial Services

Analytics
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Portal

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Quote Management
Resource Management

Vendor Management

Contact Management
Customer Database
Self Service Portal
Transaction History
Vendor Maintained Profiles

Workflow Management

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Categories and Features

Customer Onboarding

Not specified

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