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Moxo | The Human + AI Orchestration Platform

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**Data study** The future of customer onboarding in 2025

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The swiss army knife for operations teams

Say goodbye to manual, time consuming processes with Moxo

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# The human + AI process orchestration platform

Efficiency with accountability. Orchestrate complex business processes with AI agents and human oversight.



## From manual coordination
to intelligent orchestration

The old way relies on scattered emails and manual follow-ups. The Moxo way keeps every step clear and accountable.

### Connecting people, systems, and AI

Customer workflows

Manage the entire client journey, from onboarding to ongoing support, with seamless, high-trust interactions.

Operations workflows

Automate routine processes, streamline cross-department coordination, and keep your operations running smoothly.

Embedded workflows

Integrate Moxo into your existing apps to create seamless, branded experiences for clients, partners, and teams.

## The smarter way to run complex business processes

Drive the right action, from the right user, at the right time

#### Build your workflow

Orchestrate tasks with the right balance of automation and human input. Routine steps run automatically, while critical reviews stay in human hands.

#### AI agents + decision logic

Moxo's Agentic AI adds guidance into your flows, reviewing forms, routing work to the right people, and ensuring the next step is always clear.

#### Context-aware triggers

Missed handoffs kill momentum. When a client uploads a file or a manager signs off, Moxo advances the process instantly so delays don’t pile up.

#### Connect your systems

Moxo plugs into your CRM, ERP, transaction systems, and other core apps so workflows flow seamlessly across the tools your team relies on.

#### Unified interface

Give every stakeholder one clear place to act. Clients, vendors, and teams can complete tasks, share files, and see progress without switching tools.

#### Enterprise-grade controls

Moxo delivers comprehensive audit logs, flexible deployment options, SSO/SAML, encryption, and more.

## Real results in action

Savills uses Moxo to streamline commercial property deals

Palmetto simplifies solar customer onboarding with Moxo, from inquiry to installation

Emirates Bank streamlines wealth customer engagement, delivering personalized service

Webware integrated Moxo to amplify digital marketing success

ChenMed enhanced patient engagement for senior care with Moxo

Hawaii-based Kobayashi Group uses Moxo to supercharge their real estate sales

Scotiabank delivers personalized service throughout the wealth customer journey with Moxo

Zeta Global leverages Moxo to streamline onboarding and implementation

CD Baby uses Moxo to streamline music distribution for independent artists

Parents as Teachers simplifies content delivery for affiliates and parent educators

Procore streamlines customer onboarding workflows with Moxo

FIS integrated Moxo to redefine the digital banking experience

Savills

/

Palmetto Solar

/

Emirates Bank

/

Webware

/

ChenMed

/

Kobayashi Group

/

Scotiabank

/

Zeta Global

/

CD Baby

Parents as Teachers

/

Procore

/

FIS

"When I saw the contextual support within the flow and users acknowledging each item, it was like, 'Wow, was this built for us?' Our processing time is cut in half. The fact that we're able to scale out to different services at a rapid rate has been huge for us."

Evan James, CEO at Peninsula Visa

##### Drive impact with Moxo

95%

decrease in email clutter

81%

reduction in drop-offs

54%

reduction in process length

75%

increase in CSM capacity

##### Say goodbye to running  critical processes over email



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## Say goodbye to running business critical processes over email

95%**
‍**less email clutter

81%**
‍**fewer drop-offs

54%**
‍**shorter processes