Product

About the Moxo

 Moxo is a cloud-native platform designed to digitally transform client interaction workflows by providing unified interaction workspaces that streamline communication, task management, document sharing, and approvals. It serves industries such as financial services, consulting, legal, accounting, healthcare, and more, unifying fragmented client touchpoints into seamless workflows. Moxo's AI-powered automation, including Agentic AI, dynamically guides workflows, automates manual tasks, enforces governance, and accelerates progress by keeping stakeholders aligned across digital and real-world boundaries. The platform integrates with CRM, ERP, transaction, and other core systems, ensuring end-to-end workflow automation and transparency. Moxo emphasizes security with comprehensive audit logs, encryption, and flexible deployment including SSO/SAML support.