Moxo
by Moxo
Workflow automation platform with client portals for onboarding, run by humans and AI agents.
About
Workflow automation platform with client portals for onboarding, run by humans and AI agents.
Moxo is a workflow automation platform where humans and AI agents run business processes together, including client onboarding. Portals give clients, vendors and teams a front door with no logins or email threads needed.
Agent Foundry lets teams design AI agents or bring their own, while Insights lets them ask questions about operations in plain language and trace decisions. The vendor cites SOC 2 Type II, GDPR, SAML SSO and audit trails, and offers a free trial request. Customer industries shown include digital banking, wealth management, real estate, solar and senior care.
Key features
Industries served
Product details
Vendor
Moxo
Category
Customer Success
Starting price
Contact for pricing
Free trial
Yes
Industries
Digital banking, Wealth management, Commercial real estate, Solar, Digital marketing, Senior care
Pricing
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