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Ratings and Reviews 0 Ratings
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What is Plumery?
Our all-encompassing digital engagement platform is designed to enable banks, regardless of their size, across the globe to develop delightful mobile and web experiences for their customers, establishing a foundation for enduring success that goes beyond just achieving rapid market entry. By prioritizing user satisfaction and fostering innovative solutions, we guarantee that financial institutions can flourish in an increasingly competitive environment. This commitment to excellence not only enhances client relationships but also drives sustainable growth for the banks we serve.
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.
Media
No images available
Integrations Supported
Box
Docusign
Dropbox
Filevine
Global Relay
Google Drive
Google Sheets
Jumio
Microsoft Dynamics 365
Microsoft OneDrive
API Availability
API Availability
Has API
Pricing Information
Pricing not provided
Free Trial Offered?
Pricing Information
Custom Pricing
Supported Platforms
SaaS
On-Prem
Supported Platforms
SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux
Customer Service / Support
Standard Support
24 Hour Support
Web-Based Support
Customer Service / Support
Web-Based Support
Training Options
Documentation Hub
Webinars
Online Training
On-Site Training
Training Options
Documentation Hub
Webinars
Online Training
Company Facts
Organization Name
Plumery
Date Founded
2022
Company Location
The Netherlands
Company Website
www.plumery.com
Company Facts
Organization Name
Moxo
Date Founded
2012
Company Location
United States
Company Website
www.moxo.com
Categories and Features
Banking
Not specified
Digital Experience Platforms (DXP)
Not specified
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
PEP & Sanctions Screening
Not specified
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