tech.moxtra.comMoxo | Interaction Workspaces to streamline your customer, vendor, and partner projects.

Product Product About Moxo Workflow automation Integrations Embeddables Security Explore Onboarding Client portal Document collection Project management Product Get business done with customers, vendors, and partners using Moxo’s collaborative workflows Solutions By industry Consulting Accounting Healthcare Logistics Education Legal Financial services Creative Real estate By business Small business Enterprise Partner Product Get business done with customers, vendors, and partners using Moxo’s collaborative workflows Enterprise Resources Learn Resource center Guides Blog Customers Events About Company Careers Resource Center Your destination for guides, best practices, webinars, and more. Pricing Get Started Sign in Sign in Get Started Make your business flow Streamline your customer, vendor, and partner projects Get started See how it works Make your business flow Streamline your customer, vendor, and partner projects Sign up for free See how it works TRUSTED BY LEADING BUSINESSES OF ALL SIZES From onboarding to account management. And everything in between. Onboarding B2B Projects Account Management Document Collection Client Portal Accelerate onboarding, reduce drop-offs, and boost retention Templatize your onboarding process using actions such as forms, tasks, file requests, and more Assign roles and remind users when it is their turn to act Support your customers contextually within the workflow Explore Onboarding  Track joint deliverables and keep everyone on the same page Create secure, external interaction workspaces Assign tasks with reminders to track joint deliverables Collaborate in-context using messaging, meetings, document annotations, and more Explore B2B projects  Keep up with your accounts any time, any place, on any device Create secure, interactive workspaces with your clients, vendors and partners Leverage business actions such as approvals and eSignatures Provide a convenient, organized record of past messages, documents, signatures, and more Explore Account Management  The easiest way to collect documents securely Use file requests to automate the file collection process. No more tracking down email attachments Automatically push files to third-party repositories Clarify any questions using contextual messaging Explore Document Collection  Deliver a best-in-class customer experience Create a convenient destination for your clients to interact with your business, under your brand Create workspaces where you can exchange documents, send messages, launch meetings, and drive client workflows Provide a private-labeled mobile app Explore Client Portal  Our customers experience 54% reduction in length of client processes 81% reduction in dropoffs 75% increase in account manager capacity 95% decrease in email clutter Three keys to making your business flow 1. Create Moxo Flow Workspaces Invite your customers, vendors, and partners into shared interaction workspaces via email or magic link. Workspaces can be accessed on web & mobile. 2. Templatize your frequent processes Use a drag-and-drop builder to create workflows and save them as templates, or leverage over 50+ pre-built templates. Workflows can include business actions such as forms, file requests, eSignatures, approvals, tasks, third-party actions like Docusign, and more. Users will be notified (via email or app) when it is their turn to act. 3. Interact in-context Send messages, share documents, launch video meetings, and bring in third-party objects - so you never break the flow. Have discussions, answer questions, make adjustments, receive feedback and more. No emails, phone calls, or text messages required. Learn more Delivery models Standard Get started within minutes by choosing from templates or building your own. Available across mobile & web. Learn more Private-labeled Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo. Learn more 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. Library Read data studies, guides, and more. Read more  Events Center Tune into our on-demand events to learn more about Moxo. Watch now  Why organizations choose Moxo Why organizations choose Moxo The only platform designed ground up for external projects Seamless blend of structured + unstructured interactions Built for the security and compliance requirements of regulated industries Moxo is uniquely suited for managing external business projects. Moxo enables businesses to deliver exceptional client experiences while improving process efficiency. Moxo workspaces blend a powerful workflow layer with modern interaction capabilities so you never break the flow of business. As a result, our customers reduce email clutter by over 95%. Moxo was co-created with leading financial institutions for regulated industries such as financial services, healthcare, legal and more. Learn more about our security here . " 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 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 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 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 Citibank " All aspects of first response deployment are combined in one platform for unparalleled situational awareness in any operation. Britt Kane Founder & CEO, Intrepid Networks 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 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 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 Standard Chartered   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....