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.
Build interaction flows to create repeatable, sequenceable steps with the pre-defined client and internal user actions.
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Configurable user experiences
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
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.
Persistent data rooms
Manage continuity across time, with progress tracking, audit trails, virtual data rooms, and more.
Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
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