Moxo - 2026 Pricing, Features, Reviews & Alternatives

• Streamlined Workflow Automation: Simplifies and modernizes complex workflows, enabling businesses to manage client, vendor, and partner interactions seamlessly in a single digital workspace.

• Comprehensive Workflow Orchestration: Supports end-to-end processes, including client onboarding, document collection, account servicing, and exception handling.

• Customizable Workflow Templates: Personalize high-touch service experiences while maintaining operational efficiency through customizable templates.

• Enhanced Collaboration Tools: Offers native actions such as digital signatures, file requests, and real-time collaboration to facilitate efficient communication and task management.

• Industry-Specific Solutions: Trusted by global leaders across industries like financial services, healthcare, legal, real estate, consulting, and more to meet unique regulatory and operational needs.

• Bank-Grade Security: Ensures data protection with a multi-layered security framework compliant with global standards like GDPR and SOC III. Privacy and permission-based access are tailored for regulated industries.

• Integration Capabilities: Seamlessly integrates with CRMs like Salesforce and HubSpot, external applications like DocuSign, and thousands of other tools via Zapier for automated workflows.

• Data Synchronization: Automatically syncs data at configurable intervals to ensure alignment with existing systems of record.

• Private Labeled: Provides private-labeled mobile apps and web portals powered by Moxo to maintain brand identity.

Ease of Use: Pre-built templates or custom workflows allow businesses to get started quickly across mobile and web platforms.

• Operational Efficiency Gains: Consolidates workflows into a unified platform, reducing email clutter by over 95% while improving process efficiency.

• Global Client Success Stories:
- BNP Paribas launched "MyWealth," a secure hub for wealth clients.

- Savills streamlined property assessment workflows for enhanced client experiences.
- Palmetto optimized customer onboarding for solar panel installations.
- Scotiabank facilitated personalized wealth management services.
- Kobayashi Group centralized home application documentation.
- Parents as Teachers simplified access to educational resources for parent educators.
- Emirates NBD delivered exceptional service experiences for wealth management clients.

• Scalable Platform for All Business Sizes: Adapts to the operational needs of diverse organizations, from small businesses to global enterprises.
• Customizable Branding: Empowers businesses to showcase their unique identity through tailored branding options for apps and portals, ensuring consistent client-facing experiences.

• Award-Winning Design: Recognized globally for its user experience and interface design in the SaaS sector.

• Real-Time Notifications & Alerts: Keeps stakeholders informed with automated notifications and reminders. Magic links allow users to jump directly into tasks without delays.

• Advanced Reporting & Insights: Offers detailed reporting on ongoing workflows, providing businesses with actionable insights to measure KPIs and enhance efficiency.