Modernize your Client Interaction Management

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 MoxtraIsland Pet Movers, powered by Moxtra

onestop for your complete client management lifecycle

Account onboarding

Account servicing

Exception handling

Control the chaos of client lifecycle management. Bring structure to client interactions that are stuck in fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital experiences.

Our customers experience
Up to
faster onboarding
transaction throughput
Up to
increase in Net Promoter Score
Learn more about Moxo

Key Capabilities

Customizable workflows
Build interaction flows to create repeatable, sequenceable steps with pre-defined client and internal user actions.
Built-In Interactivity.
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Roles and permissions.
Designate and manage permissions to ensure participants can only take action on what they're supposed to.
Persistent data rooms.
Manage continuity across time, with progress tracking, audit trails, virtual data rooms and more.
360° Oversight.
Track performance with real-time insights. Maintain a searchable paper trail of all interactions.
Security and auditability.
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, CSA, and PSD2.

Orchestrate end-to-end client collaboration with the power of OneStop

Moxtra Interactive Capabilities Graphic

Customize your client interaction workflows. With Moxo's workflow builder, configure seamless workflows for your business processes.

Example: Assisted Onboarding Workflow
Learn more about Moxo


A OneStop Client Interaction Hub, configured and private-labeled. No coding required.


Extend your mobile or web app with OneStop Client Interaction Flows.


Manage your real
estate brokerage

Tune into this on-demand event to learn more.


Moxo Library

Explore data studies, best practices, and guides.

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.
Modernize your client interaction experience.
Get Started
Moxtra-powered OneStop Client Hub for Lending company on iPhone