Moxo

What is Moxo?

Moxo is a comprehensive platform that streamlines external project collaboration with customers, vendors, and partners. It enables organizations across diverse industries, including financial services, consulting, legal, accounting, and healthcare, to accelerate workflows from account acquisition to onboarding and servicing. Moxo's powerful project workspaces facilitate seamless coordination, allowing users to track milestones, exchange documents, gather approvals, and achieve joint deliverables.

Highlights

• Project Workspaces: Centralized platform for collaborative project management with customers, vendors, and partners
• Workflow Acceleration: Streamlined processes from account acquisition to onboarding and ongoing servicing
• Cross-Industry Applicability: Utilized by organizations in financial services, consulting, legal, accounting, healthcare, and more
• Branded Portals: Enables businesses to provide a one-stop digital experience for customers under their own brand
• Experienced Leadership: Co-founders with a proven track record in pioneering engagement technologies