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.

Pricing

Price Overview:
Custom Pricing

Integrations

Offers API?:
Yes, Moxo provides an API

Screenshots and Video

Company Facts

Company Name:
Moxo
Date Founded:
2012
Company Location:
United States
Company Website:
www.moxo.com
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Product Details

Deployment
SaaS
Windows
Mac
Linux
iPhone
iPad
Android
Chromebook
On-Prem
Training Options
Documentation Hub
Online Training
Webinars
Video Library
Support
Web-Based Support

Product Details

Target Company Sizes
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Government
Supported Languages
Bulgarian
Chinese (Mandarin)
Chinese (Simplified)
Croatian
Dutch
English
Finnish
French
German
Hungarian
Indonesian
Italian
Japanese
Malay
Portuguese
Romanian
Russian
Spanish
Thai
Vietnamese
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Moxo Categories and Features

Workflow Management Software

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

Vendor Management Software

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

Professional Services Automation Software

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

Portal Software

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Financial Services Software

Analytics
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Digital Signature Software

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

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

Customer Experience Software

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

Customer Engagement Software

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

Customer Communications Management Software

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

Banking Software

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

More Moxo Categories