Client portals trusted by the world's leading businesses

Streamline your customer, vendor, and partner projects with Moxo

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Revolutionize your client portal experience

Welcome to the future of client portals. Moxo is engineered to streamline, automate, and transform the way businesses manage their interactions with clients, vendors, and partners. With a strong emphasis on B2B relationships, our platform provides a seamless, collaborative, and highly efficient portal for all stakeholder communications, document sharing, and project management tasks. This ensures an enhanced experience for clients, from the initial handshake to the successful completion of projects.

Configurable client portal

Provide a personalized, dedicated space on mobile and web where clients, vendors, and partners can find everything they need for a smooth business relationship. Stakeholders will have clear visibility and direct access to necessary actions, documentation, and support.

Businesses can adjust the branding colors, logos, and content to seamlessly match their own branding guidelines. This capability ensures that every interaction within the portal not only feels professional but also provides a consistent brand experience

Create automations and templates

Say goodbye to manual, time-consuming business processes. 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, tasks, approvals, acknowledgements, and third-party objects.

Gain unparalleled flexibility and control over your operations, making each step of the experience uniquely tailored to your organization's needs.

Guide your customers, in context

Assist your customers through every step of your business processes with secure messaging, video meetings, forms, and file sharing complete with annotations. Moxo's collaborative workflow capabilities ensure a continuous flow of communication, meaning you'll never lose momentum.

Advanced user management and access controls

Decide who can see and do what across Moxo. Our robust user management capabilities are a game-changer for organizations seeking granular control over their onboarding process. Assign roles and permissions with precision, provision feature access, and tailor workflow actions accordingly. This ensures that the right tasks are allocated to the right team members, enhancing both security and efficiency.

360º insights at your fingertips

Track the effectiveness of your onboarding processes with our comprehensive reporting. Monitor at-a-glance metrics and drill down into specific KPIs, such as completion rate and average duration, by team or account manager.

With these insights, your organization can make data-driven decisions and continuously optimize your onboarding strategies, ensuring peak efficiency and customer satisfaction.

Moxo Client Portal Success Stories

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Delivery models

Standard

Get started within minutes by choosing from templates or building your own Moxo Workspaces. Available across mobile & web.

Learn more The image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

The image on Moxo's homepage shows its digital interaction workspace for easy client onboarding, B2B projects & smooth account management.

Private-labeled

Put your brand front and center with your own private-labeled mobile apps and web portal, powered by Moxo.

Learn more This image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

This image showcases Moxo's client portal login screen on a sleek and modern mobile phone. Gain easy access to your business projects on-the-go with Moxo's streamlined solution. Simplify your account management and project collaboration with Moxo.

Embedded

Extend your existing apps & portals. Moxo SDKs are available for iOS, Android, Javascript, React Native, and Cordova.

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Why businesses love Moxo for client portals

End-to-end branding

Configure your portal with your logo, brand imagery, colors, and business content.

The image showcases Moxo's mobile client portal solution, customized with a private label for seamless branding. Streamline communications, document access, and project management on-the-go with Moxo.

Workspaces

Launch workspaces to interact and complete client projects.

Moxo's suite of interaction capabilities are extensive and powerful, featuring chat, video meetings, digital signatures, and more. Streamline your business processes with ease.

Interaction suite

Collaborate in-context using messaging, video meetings, and file sharing with annotations.

Workflows

Create templates to add automation your most frequent processes using a drag-and-drop workflow builder

Business actions

Drive outcomes with actions such as approvals, file requests, forms, eSignatures, tasks, and more.

Admin

User management and access controls to set permissions and manage your organization.

Security

SOC 2 Type II compliance with encryption at both transit and rest. Trusted by several of the world's leading banks.

Notifications

Users receive email or text notifications when it is their turn to act. Notifications include magic links which take users directly to actions.

Reporting

Measure KPIs and and receive actionable insights to drive efficiency.

Moxo's reports are a game-changer, allowing businesses to track KPIs and optimize processes. By providing insightful, data-driven analysis, Moxo helps drive efficiency and maximize performance.

Connect your tools

Moxo provides out-of-the-box integrations and frameworks to connect your workflows with existing tools

See all integrations Moxo's integration image showcases their versatile lineup including top tools like Xero, Hubspot, and Stripe, allowing for seamless workflow solutions.

Moxo's integration image showcases their versatile lineup including top tools like Xero, Hubspot, and Stripe, allowing for seamless workflow solutions.

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.

Power a client portal
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Client portals trusted by the world's leading businesses

Moxo Client Portal Success Stories

" It's transforming the nature of experience and bringing the relationship management team and expertise within the grasp of consumers. We have put the power and control in our Citigold customer's hands.

Kartik Kaushik Country Business Manager, Citigroup India

" Since we started using the Form Collective App, we've been able to take 20% more in projects, and that's strictly because it's increased our efficiency.

Josephina Serra Co-Founder & Partner, Form Collective

" RaiConnect brings to our clients the ongoing service and support they are used to getting when visiting our bank locations. Our relationship managers have the ability to provide advisory services conveniently and securely.

Zsofia Jokai Product Owner, RaiConnect, Raiffeisen Bank

" Implementing the K&A app into our workflow has completely transformed our process, from office-to-office, from state-to-state, and interacting with our clients.

Kesha Norman Co-Founder, K&A Mobile Tax

" All aspects of first response deployment are combined in one platform for unparalleled situational awareness in any operation.

Britt Kane Founder & CEO, Intrepid Networks

" Enhancing our digital client experience will help bring the Private Bank closer to clients while ensuring that we do not compromise on data privacy especially in today’s rapidly evolving digital world.

Didier Von Daeniken Global Head, Private Banking and Wealth Management, Standard Chartered

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