Moxo
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Audience Moxo?
Businesses and companies seeking a solution to support comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services.
Product Description
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
Product Description
Platforms Supported
✓ Cloud
✓ Windows
✓ Mac
✓ Linux
✓ iPhone
✓ iPad
✓ Android
✓ Chromebook
✓ On-Premises
Training
✓ Documentation
✓ Live Online
✓ Webinars
✓ Videos
Support
✓ Online
Features
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
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
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
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Start Price
Custom Pricing
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