Powering Client Interaction Hubs
Moxo's Client Interaction Platform has been built in partnership with several of the world’s leading financial institutions. These organizations use the platform to power their digital business — with rigorous compliance, privacy, security, and auditability.
What is Moxo?
Moxo provides OneStop Client interaction Portals to modernize your client interaction workflows. Your organization and your clients maintain a continuous connection to complete business - with an integrated suite of collaborative and workflow capabilities. Moxo's Customer Collaboration and workflow Platform can power your branded OneStop Client Portal as a standalone web and mobile app, or as a fluid extension of your existing website, web or mobile app.
SECURE MESSAGING
Send and receive text, voice, and video messages from a secure messaging center within your app. Maintain rigorous security, while delivering an on-demand messaging experience.
VIDEO MEETINGS
Host and attend real-time video meetings from your app, with visual annotations, screen sharing, and the ability to record any conference for future review and reference.
DIGITAL SIGNATURE
Easily and securely share documents, contracts, and necessary paperwork through your app which can be signed and returned digitally, streamlining service and eliminating lag time.
CLOUD STORAGE & VIRTUAL DATA ROOMS
Deliver secure file storage within your app and centralized data workspaces. Maintain records of all files shared, with categorization and organization.
INTEGRATIONS
Ensure seamless workflows throughout your organization, making it even easier to service your clients. Use Webhooks to connect your other applications & business systems to Moxo.
SPOTLIGHT & VISUAL ANNOTATIONS
Create illustrative visual, vocal, and video annotations on files shared, that help you present exact details for precise and succinct communication.
TASK MANAGEMENT
To-do lists, designated binders, and scheduling enable detailed project and progress tracking for a streamlined task management system - all in one place.
SCREENSHARING
Communicate digitally with immersive screen sharing and co-browsing, creating a completely synchronized experience from within your app.
TRANSACTIONS
Power a transaction corner within your app, so your clients and teams can seamlessly processes transactions, guaranteed safe under the highest security requirements, all through the app.
SOCIAL CONNECTORS
Connect WhatsApp and WeChat to your one-stop app, so your organization can manage interactions taking place between your clients and your business teams on these platforms.
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