Moxo (formerly Moxtra) Overview

Moxo facilitates streamlined B2B project management, enhancing account onboarding and management processes. Businesses globally utilize Moxo for its ability to orchestrate service experiences, ensuring efficient workflows. The platform supports smart workflows that minimize unnecessary tasks, enabling contextual collaboration. Moxo provides control and visibility throughout each project phase, integrating seamlessly with existing systems. This results in reduced time and cost expenditures for organizations. A unique aspect of Moxo is its focus on delivering client experiences that foster satisfaction and loyalty, making it a preferred choice for businesses aiming to enhance their service delivery.

Use Cases

Customers recommend Collaboration, Content Sharing, Conference Call Management, as the business use cases that they have been most satisfied with while using Moxo (formerly Moxtra).

Other use cases:

  • Document Sharing
  • Attendee Engagement
  • Sales Call Management
  • Communication Management
  • Proposal & Quote Management
  • Digital Signature
  • Workflow Management
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Business Priorities

Improve Internal Communications and Attract More Attendees are the most popular business priorities that customers and associates have achieved using Moxo (formerly Moxtra).

Other priorities:

  • Improve Stakeholder Relations
  • Scale Best Practices
See all business priorities See less business priorities

Moxo (formerly Moxtra) Use-Cases and Business Priorities: Customer Satisfaction Data

Moxo (formerly Moxtra) works with different mediums / channels such as Offline. Video. Events etc.

Moxo (formerly Moxtra)'s features include Recording, and Alerts: Popups & Notifications. and Moxo (formerly Moxtra) support capabilities include Chat Support, Email Support, Phone Support, etc. also Moxo (formerly Moxtra) analytics capabilities include Custom Reports, and Analytics.

Reviews

"...It had good collaboration and chat features. ...." Peer review by Verified Reviewer, Religious Institutions

Moxo (formerly Moxtra), FreeConference.com, Cisco Webex, Projecis, StarLeaf Platform, etc., all belong to a category of solutions that help Webinar and Conferencing. Each of them excels in different abilities. Therefore, determining the best platform for your business will depend on your specific needs and requirements.

Moxtra interaction workspaces streamline customer, vendor, and partner projects worldwide. Leading businesses use Moxo for efficient B2B project management from onboarding to account management.

Popular Business Setting

for Moxo (formerly Moxtra)

Top Industries

  • Information Technology and Services
  • Computer Software
  • Wholesale

Popular in

  • Mid Market
  • Small Business
  • Enterprise

Moxo (formerly Moxtra) is popular in Information Technology And Services, Computer Software, and Wholesale and is widely used by Mid Market, Small Business, and Enterprise.

Moxo (formerly Moxtra) Customer wins, Customer success stories, Case studies

What solutions does Moxo (formerly Moxtra) provide for Collaboration?

How does Moxo (formerly Moxtra) facilitate Content Sharing?

How does Moxo (formerly Moxtra) facilitate Conference Call Management?

How does Moxo (formerly Moxtra) address your Document Sharing Challenges?

How can Moxo (formerly Moxtra) optimize your Attendee Engagement Workflow?

11 buyers and buying teams have used Cuspera to assess how well Moxo (formerly Moxtra) solved their Webinar and Conferencing needs. Cuspera uses 296 insights from these buyers along with peer reviews, customer case studies, testimonials, expert blogs and vendor provided installation data to help you assess the fit for your specific Webinar and Conferencing needs.

Standard Chartered - Financial Services

Moxo helped Standard Chartered improve client experience and transaction efficiency. The bank used Moxo in its myRM digital hub to give clients secure, seamless access to relationship managers. 65% o...f all transaction approvals now happen within myRM. Over 1 million clients in 6 markets use the platform. Moxo enabled secure messaging, fast approvals, and a strong audit trail, making banking easier and safer for clients.

Bank of Queensland - Financial Services

Moxo helped Bank of Queensland improve their lending workflows. The bank faced delays and inefficiencies in loan processing and communication. Moxo’s collaborative workflow software and the Pocket Ba...nker app created a secure digital branch. Clients and managers now communicate easily, share documents, and track applications in real time. Automation reduced manual work and increased productivity. Customers enjoy faster service and better transparency.

One Motion Logistics - Logistics

Moxo helped One Motion Logistics fix problems with mismanaged communication and resource use. The company used Moxo’s workflow software to launch Port One, a hub that made trucking and fleet operatio...ns easier. Port One let teams and clients talk in one place and automated many tasks. This led to smoother operations, better vendor relationships, and more business. One Motion Logistics now has faster response times, fewer errors, and better service for clients.

Form Collective - Design

Moxo helped Form Collective, a Canadian design firm, solve problems with scattered communication and lost project updates. The team used Moxo's collaborative workflow platform to centralize all proje...ct files, messages, and documents. This made it easy to manage roles, share updates, and keep everything organized. As a result, Form Collective increased their project capacity by 20%. The firm now works more efficiently and keeps clients happier with better communication.

BNP Paribas - Financial Services

Moxo helped BNP Paribas improve its wealth management client experience. The bank needed a better digital platform for remote advisory and client engagement. Moxo’s workflow software let BNP Paribas ...launch MyWealth, a secure hub for messaging, file exchange, digital signatures, and video meetings. Clients could manage their wealth and talk to relationship managers from any device. The new platform made client service faster and easier, boosting satisfaction and supporting BNP Paribas’ digital leadership in wealth management.

Eden Wellstyle - Health, Wellness And Fitness

Moxo helped Eden Wellstyle move from using many tools to one unified platform. Eden Wellstyle used Moxo to manage all client communications, appointments, and documents in one place. This made their ...work faster and easier. They saw a 140% increase in client intake after using Moxo. Staff had less stress and more time for clients. Clients got help faster and were happier with the service.

lightning

Peers used Moxo (formerly Moxtra) for collaboration and content sharing

Moxo (formerly Moxtra) Features

  • Low
  • Medium
  • High
FEATURE RATINGS AND REVIEWS
Custom Reports

4.77/5 ★

Read Reviews (16)
Analytics

4.16/5 ★

Read Reviews (3)
CAPABILITIES RATINGS AND REVIEWS
Custom Reports

4.77/5 ★

Read Reviews (16)
Analytics

4.16/5 ★

Read Reviews (3)

Software Failure Risk Guidance

?

for Moxo (formerly Moxtra)

Overall Risk Meter

Low Medium High

Top Failure Risks for Moxo (formerly Moxtra)

Moxo Inc. News

Awards

Moxo Named Winner in Two Categories at the Global Private Banker WealthTech Awards 2025

Moxo was recognized as a winner in two categories at the Global Private Banker WealthTech Awards 2025.

Awards

Moxo Named Workflow Management Platform of the Year By LegalTech Breakthrough - GlobeNewswire

Moxo won the Workflow Management Platform of the Year award from LegalTech Breakthrough.

Product

Moxo integrates with Wealthbox to streamline client management for financial advisors

Moxo integrates with Wealthbox to improve client management for financial advisors.

Awards

Moxo Wins Best UX/UI Design in a SaaS Product at the 2024 Cloud SaaS Awards - PR Newswire

Moxo won the Best UX/UI Design in a SaaS Product at the 2024 Cloud SaaS Awards.

Moxo Inc. Profile

Company Name

Moxo Inc.

Company Website

https://www.moxo.com/

HQ Location

1601 South De Anza Boulevard, Cupertino, CA 95014, US

Employees

51-100

Social

Financials

SERIES B