Control the chaos of managing client business

Streamline external projects with digital interaction workflows  - from account acquisition, to onboarding, and servicing. Coordinate with customers, vendors, and partners to achieve joint deliverables, track milestones, exchange documents, gather approvals and more.

Trusted by leading businesses of all sizes

Cornerstone, powered by MoxtraMasferrer Associates, powered by MoxtraCitibank, powered by MoxtraAMCK Group, powered by MoxtraModern Properties, powered by MoxtraHibernia College, powered by MoxtraKeebeck Wealth, powered by MoxtraBalfour Homes, powered by MoxtraBloomwealth, powered by Moxtra
Think Global School, Powered by MoxtraTerraza Balear, powered by MoxtraFIS, powered by MoxtraFalconi Consulting, powered by MoxtraBNP Paribas, powered by MoxtraAdaptive Law, powered by MoxtraBOQ, powered by MoxtraIntrepid Networks, powered by MoxtraTherapist working with Patient in sunlit room

Client Interaction workflows for Delivering your business service

Account onboarding

Account servicing

Exception handling

Moxo's Digital Interaction Platform

Key capabilities

Accelerate client business. Streamline external workflows. Deliver modern digital experiences. White-glove privacy. Bank-grade security and compliance.

Power your external projects with Moxo.

Designed for streamlining customer, vendor, and partner projects

Account Acquistion Orchestrate customer acquisition initiatives in partnership with external and internal stakeholders.

Onboarding Synchronize team processes for onboarding your clients, vendors, partners, resellers, consultants and more.

Servicing Drive client satisfaction with responsive cross-functional team engagement. Deliver modern assisted self-service experiences.

Standalone

Your external project workspaces, configured and private-labeled. No coding required.

Embeddable

Extend your mobile or web app with digital interaction workflows.

Moxo Flow

Customize seamless interaction
workflows for your service processes.

Learn more

Library

Read data studies, guides, and more.

Read more

Events Center

Tune into our on-demand
events to learn more about Moxo.

Watch now

Success Stories

Explore customer examples.

Read more

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.
Moxo is named an innovator in the Aragon Research Globe for Digital Work Hubs.

Manage your client business

Get started