Moxo Review 2023 - Pros & Cons, Ratings & more - GetApp
What is Moxo?
Modernize your client interaction workflows with Moxo.
Today’s client engagement activities are stuck in the chaos of fragmented silos — requiring significant manual intervention. Moxo provides a OneStop Client Hub for managing client interactions through modern digital automation. Businesses can streamline deadline-driven client interactions, including account onboarding, account servicing, exception handling.
Moxo powers client interaction workflows across a diverse set of industries including financial services, consulting, legal, accounting, healthcare, and more. Our customers include companies like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and more.
Our team has a rich history of pioneering in the engagement space: Moxo's co-founder and CEO, Subrah Iyar, was the co-founder and CEO of Webex, and Moxo's co-founder and CTO, Stanley Huang, held senior engineering management positions at Cisco Systems and WebEx.
Languages Supported
Product Description
Utilize Moxo to update your client interaction workflows. The current state of client engagement activities is chaotic, needing a lot of manual involvement. For managing client relationships through contemporary digital automation, Moxo offers a OneStop Client Hub. Businesses can automate customer interactions with tight deadlines, such as account onboarding, account servicing, and exception management. Several different businesses, including financial services, consulting, legal, accounting, healthcare, and more, rely on Moxo to enable client engagement workflows.
Businesses like Citibank, FIS, Balfour Homes, AMCK Models, Hibernia College, BNP Paribas, and others are among our clients. Subrah Iyar, the co-founder and CEO of Moxo, had served in the same capacity at Webex. Stanley Huang, the co-founder and CTO of Moxo, previously held key engineering management positions at Cisco Systems and WebE.
How do you position yourself against your competitors?
The current state of client engagement activities is chaotic, needing a lot of manual involvement. For managing client relationships through contemporary digital automation, Moxo offers a OneStop Client Hub.
Multiple ways to interact are available through Moxo's OneStop Client Hub. This makes it possible to do business in real-time online through smooth unstructured interactions within structured business procedures.
About Moxo
Moxo is a cloud-based business interaction management solution that engages end users with a one-stop digital experience and helps organizations to build branded portals to keep in constant communication with internal teams and external clients. Moxo, a suite of collaboration tools created for virtual workplaces, guarantees business continuity by delivering connected experiences to all users.
Secure messaging, video conferencing, eSignature capabilities, virtual data rooms, task management, screen sharing, transaction processing, visual annotations, social app connections, and other features are among the features available. Businesses may offer continuous customer care with Moxo using integrated video conferencing and secure messaging in a customized OneStop site.
Business papers can be digitally signed with e-signing capabilities, classified and organized with virtual data rooms, and kept safely in the cloud. For clear communication, users can add instructive visual, video, and spoken annotations to any shared content. In order to focus on the problems or activities at hand, users can communicate digitally using screen-sharing capabilities. Additionally,
Businesses may control all communications between internal teams and customers on social media platforms like WhatsApp and WeChat. Users can utilize to-do lists and designated binders to track the progress of any task using Moxo's task management system. To streamline current procedures, Moxo can interact with external document management, CRM, and other systems thanks to built-in Webhooks. Mobile apps for iOS and Android are available for Moxo.
Streamline client projects with digital interaction workspaces
Digitize workflows across the client lifecycle - from onboarding, to servicing, and exception handling. Interact, gather approvals, exchange documents, achieve project milestones and more.
Control the chaos of managing client projects
Moxo's client interaction workspaces bring structure to client projects by blending automation with human engagement.
Key Capabilities
Customizable workflows
Build interaction flows to create repeatable service experiences with pre-defined client and internal user actions.
Built-in interactivity
Moxo includes integrated document collaboration, video conferencing, digital signature, messaging, and more.
Branded service experiences
Customize modern user experiences tailored to the delivery of assisted, high-value business services.
Persistent data rooms
Manage service 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 service interactions.
Security and auditability
Moxo is engineered with best-in-class security and compliance including SOC III, GDPR, and PSD2.
Client projects require active client participation.
Moxo workflows ensure timely client engagement. Deliver modern OneStop service experiences with Moxo Flow.
Trusted by security focused industries
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.
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.
Streamline your client processes
With a Moxo-powered OneStop Client Interaction Hub, small business teams can streamline business processes, manage client accounts, extend brand reach, and deliver white-glove service to a wider audience.
Automate routine processes. With Moxo Flow, you can save time and drive operational efficiency. Configure custom workflows that align to your business processes.
What is Moxo?
Moxo powers OneStop Customers Portals, a virtual branch office where legal professionals can be responsive to their clients and manage cases from anywhere - under their brand. Your OneStop Customer Portal is the ultimate solution for securely exchanging messages, collaborating on documents, video meetings, digital signatures, transactions, and more - with a compliant, auditable ePaper trail.
Moxo powers OneStop portals for businesses of all sizes from a variety of industries, digitally transforming their client experience
Overall
On the message boards, there are numerous "Conversations" that can be used for communication. Since our company constructs pools, every interaction involves a distinct job title. Each chat or job has associated images or files. Through email, we may invite a wide range of people to participate in the discussion. The most cutting-edge communication platform for a free 90-day chat window is by far this communication program.
Pros
The term FREE is the finest part of moxtra. Although the free edition has restrictions, the 90-day time limit is ideal for construction projects that should last between 30 and 60 days.
Cons
The one aspect of the software I didn't like is that the dialogue chat disappears once the 90-day time has passed. The discourse surrounding the images and information is gone, but the images themselves are backed up.
