Moxo

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.

Moxo belongs to the Business Process Management, Client Onboarding, Cloud Communication Platform, Customer Communications Management, Customer Engagement, Customer Experience, Digital Experience Platforms (DXP), Digital Signature, Document Management, K-12, Legal Case Management, Mobile Banking, Portal, Project Management, Real Estate Agency, Real Estate Property Management, Vendor Management, Workflow Management category.

Moxo offers features such as Access Controls/Permissions, Business Process Automation, Collaboration Tools, Process Modeling & Designing, Task Management, Third-Party Integrations, Activity Dashboard, Client Management, Client Portal, Communication Management, Document Management, Onboarding, Audio/Video Conferencing, Call Recording, Call Routing, Chat/Messaging, File Sharing, Alerts/Notifications, Multi-Channel Communication, On-Demand Communications, Personalization, Video Support, Live Chat, Reporting/Analytics, Customizable Forms, Customizable Templates, Feedback Management, Negative Feedback Management, Real-Time Notifications, Surveys & Feedback, Analytics, API, Content Management, Third-Party Integration, Audit Trail, Data Security, Mobile Signature Capture, Multi-Party Signing, Reminders, Document Generation, Document Storage, Electronic Signature, Search/Filter, Attendance Tracking, Classroom Management, Enrollments/Onboarding, Progress Reports, Student Information/Records, Calendar Management, Case Notes, Conflict Management, Trust Accounting, Financial Management, Mobile Access, P2P Payments, Remote Deposit, SSL Security, Transaction Monitoring, Customizable Branding, Multiple Projects, Prioritization, Project Planning/Scheduling, Reporting/Project Tracking, Time & Expense Tracking, Commission Management, Email Marketing, Lead Management, Listing Management, Billing & Invoicing, Lease Management, Payment Processing, Rent Tracking, Tenant Portal, Compliance Management, Workflow Configuration.

No, Moxo does not offer a free trial.