Customer stories

Product Business Settings

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

Integrations

Security
Digital Analytics
Channel Partner Management
Revenue Management

Moxo (formerly Moxtra) Product 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.

How satisfied the customers are with Moxo (formerly Moxtra) use-cases

Reviews

"...Only through engagement can we create a positive working environment and we have achieved that...." Peer review by Shehroz H, Accountant

Moxo (formerly Moxtra) Customer Insights, Testimonials and Case Studies

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.

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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.

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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.

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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.

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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.

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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.

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lightning

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

Moxo (formerly Moxtra) Features

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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

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for Moxo (formerly Moxtra)

Overall Risk Meter

Low Medium High

Top Failure Risks for Moxo (formerly Moxtra)

Moxo Inc. News

Product
 

Notion client onboarding checklist template (+better alternative for SMBs) | Moxo

Moxo offers a scalable client onboarding platform designed to address the limitations of Notion, such as lack of automation and integration challenges. Moxo's platform automates tasks, tracks progress, and integrates with existing business tools, providing a seamless onboarding experience for SMBs. It enhances client satisfaction and operational efficiency by offering customizable workflows and real-time updates, making it a superior alternative to Notion for managing complex client onboarding processes.

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.

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