Use Moxo's drag-and-drop workflow builder to create templates. Orchestrate each step of your workflow with ease, integrating business actions like forms, file requests, digital signatures, tasks, approvals, acknowledgements, and third-party objects.
Onboarding processes can be clunky, repetitive, and time-consuming. Moxo transforms your onboarding into a seamless experience, ensuring clients, vendors, and partners are smoothly integrated into your ecosystem.
Automate and manage file requests, forms, and submissions in a hassle-free manner, making your processes more efficient and reliable.
Control is critical in any business process. With Moxo’s robust user management capabilities, decide who sees and does what. Assign roles and permissions with precision, provision feature access, and tailor workflow actions accordingly. This strategic allocation of tasks and roles enhances both security and efficiency.
Transitioning external users between teams or account representatives is smoother than ever. With Moxo’s capability to preserve full process history and context, team members can pick up exactly where their colleagues left off.
Support your external processes with powerful internal workflow configurations. Moxo helps streamline your tasks internally, making external delivery as smooth as possible.
Customize your client portal with your logo, colors, and business content. Provide a cohesive and sophisticated brand experience.
Security is non-negotiable. With Moxo, rest easy knowing your and your clients' data are protected by best-in-class security measures, adhering to stringent compliance standards including SOC III and GDPR.
Encounter an issue? Moxo enables real-time escalations within the onboarding process, allowing for immediate meetings or messages to resolve any bottlenecks swiftly.
Simplify access like never before. With magic links, there's no need for clients to remember login details. A single click on a text or email link provides immediate entry into your bespoke onboarding portal.
