Moxo
OneStop Client Interaction Platform
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Streamline Client Interactions with Digital Workflows
Today's client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, and exception handling. Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more.
Top Features
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Customizable workflows
Build interaction flows to create repeatable, sequenceable steps with the pre-defined client and internal user actions.
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Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
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Configurable user experiences
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
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360° oversight
Gain visibility into how your organization is performing to your goals, monitor staff performance on an ongoing basis, and identify areas where you can improve.
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Persistent data rooms
Manage continuity across time, with progress tracking, audit trails, virtual data rooms, and more.
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Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
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