Related Products
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About
Assembly is a client experience and back-office platform built for tech-enabled professional service firms such as consulting, accounting, law, real estate, marketing, and technology. It replaces scattered tools with a unified, branded client portal where businesses can connect, communicate, invoice, share files, and manage tasks from first sale to full scale. The system centralizes visibility into client relationships across the organization, powered by secure AI assistance to streamline workflows and save time. Assembly integrates easily with existing business tools via embeds, Zapier, Make, or its own flexible API and supports the creation of custom apps. Key features include secure messaging, file sharing, invoicing and billing with one-click payments, contracts and e-signatures, storefronts to productize services, forms, and task management. It is designed to deliver remarkable, modern client experiences while maintaining enterprise-grade security and HIPAA compliance.
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About
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences.
Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction.
Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences.
Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships.
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Platforms Supported
Windows
Not Supported
Mac
Not Supported
Linux
Not Supported
Cloud
Supported
On-Premises
Not Supported
iPhone
Not Supported
iPad
Not Supported
Android
Not Supported
Chromebook
Not Supported
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Platforms Supported
Windows
Supported
Mac
Supported
Linux
Supported
Cloud
Supported
On-Premises
Supported
iPhone
Supported
iPad
Supported
Android
Supported
Chromebook
Supported
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Audience
Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration
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Audience
Businesses and companies seeking a solution to support comprehensive workflow orchestration processes, enabling businesses to deliver seamless service experiences from onboarding through ongoing client services.
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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Support
Phone Support
Not Supported
24/7 Live Support
Not Supported
Online
Supported
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API
Offers API
Supported
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API
Offers API
Supported
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
$39 per month
Free Version
Not Supported
Free Trial
Supported
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PricingCustom Pricing
Free Version
Not Supported
Free Trial
Not Supported
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Reviews/
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Reviews/
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Training
Documentation
Supported
Webinars
Not Supported
Live Online
Not Supported
In Person
Not Supported
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Training
Documentation
Supported
Webinars
Supported
Live Online
Supported
In Person
Not Supported
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Company InformationAssembly
Founded: 2020
United States
assembly.com
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Company InformationMoxo
Founded: 2012
United States
www.moxo.com
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Alternatives |
Alternatives |
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Categories |
CategoriesMoxo revolutionizes banking operations with its innovative Service Orchestration Platform, designed to streamline complex financial workflows. The platform's Moxo Flow feature enables banks to orchestrate seamless customer journeys, from account opening to ongoing service requests, within a secure digital workspace. Customizable workflow templates and native actions like digital signatures and document collection facilitate efficient, compliant processes tailored to specific banking needs. Moxo's robust integration capabilities ensure synchronization with core banking systems and CRMs, maintaining data consistency and enabling a holistic view of customer relationships. This comprehensive approach enhances operational efficiency, regulatory compliance, and the delivery of personalized, high-touch banking experiences in an increasingly digital landscape. Moxo revolutionizes Customer Communications Management (CCM) with its innovative Service Orchestration Platform. By consolidating complex, multi-party communications into a single, secure digital workspace, Moxo streamlines customer interactions across all touchpoints. The platform's Moxo Flow feature enables businesses to create customized communication workflows, incorporating native actions like digital signatures and file requests. This approach ensures consistent, personalized communications while maintaining operational efficiency. Real-time collaboration tools facilitate timely responses to customer inquiries, enhancing engagement. With robust integration capabilities, Moxo synchronizes communication data across existing systems, providing a comprehensive view of customer interactions and enabling data-driven communication strategies throughout the customer lifecycle. Moxo revolutionizes customer engagement by providing a comprehensive Service Orchestration Platform. It enables businesses to deliver seamless, personalized interactions throughout the customer journey. With Moxo Flow, companies can streamline processes from onboarding to ongoing services, consolidating complex workflows into a single, secure digital workspace. The platform's native actions, including digital signatures and real-time collaboration, allow for customized high-touch experiences while maintaining operational efficiency. Moxo's integration capabilities with CRMs and external applications ensure that all customer interactions remain synchronized across systems, fostering deeper, more meaningful customer relationships. Moxo transforms customer experience by offering a unified Service Orchestration Platform that simplifies complex interactions. From initial onboarding to ongoing support, Moxo Flow enables businesses to create seamless, personalized journeys for each customer. The platform's collaborative workspace consolidates multi-party workflows, ensuring a consistent and efficient experience across all touchpoints. With customizable workflow templates and native actions like digital signatures and file requests, companies can deliver high-touch service experiences tailored to individual customer needs. Moxo's extensive integration capabilities ensure that customer data remains synchronized across all systems, enabling a holistic view of each customer and facilitating exceptional, data-driven experiences. Moxo transforms customer onboarding with its comprehensive Service Orchestration Platform. By consolidating complex onboarding workflows into a single, secure digital workspace, Moxo streamlines the entire process from initial contact to full integration. The platform's Moxo Flow feature enables businesses to create customized onboarding templates, incorporating native actions like digital signatures and document collection. This approach ensures a consistent, efficient onboarding experience while maintaining the flexibility to address unique customer needs. Real-time collaboration tools facilitate smooth communication throughout the onboarding journey. With robust integration capabilities, Moxo synchronizes onboarding data across existing systems, providing a comprehensive view of the onboarding process and enabling data-driven optimization of the customer's initial experience. Moxo elevates the concept of a Digital Experience Platform with its innovative Service Orchestration solution. By consolidating complex, multi-party workflows into a single, secure digital workspace, Moxo enables businesses to create seamless, personalized digital experiences throughout the customer journey. The platform's Moxo Flow feature allows for the creation of customized workflow templates, incorporating native actions like digital signatures and real-time collaboration. This approach ensures consistent, high-touch digital experiences while maintaining operational efficiency. With extensive integration capabilities, Moxo synchronizes data across existing systems, providing a holistic view of customer interactions and enabling data-driven experience design across all digital touchpoints. Moxo integrates robust digital signature capabilities into its comprehensive Service Orchestration Platform, streamlining document workflows and enhancing security. As part of Moxo Flow, digital signatures are seamlessly incorporated into customizable workflow templates, enabling businesses to collect legally binding signatures efficiently within the context of broader processes like onboarding or account servicing. This native functionality eliminates the need for separate signature tools, consolidating operations into a single, secure digital workspace. Moxo's integration capabilities ensure that signed documents are automatically synced with existing systems of record, maintaining data consistency and facilitating compliance across the organization. Moxo transforms financial services operations with its comprehensive Service Orchestration Platform. Designed to streamline complex financial workflows, Moxo Flow enables firms to orchestrate seamless client journeys from onboarding through ongoing services. The platform consolidates multi-party workflows into a secure digital workspace, enhancing efficiency and collaboration. Customizable templates and native actions like digital signatures facilitate compliant, tailored processes for various financial services. Moxo's robust integration capabilities ensure synchronization with existing systems, maintaining data consistency and enabling a holistic view of client relationships. This approach not only streamlines operations but also supports the delivery of personalized, high-touch financial services in an increasingly digital environment. Moxo enhances PEP & Sanctions Screening processes through its comprehensive Service Orchestration Platform. By integrating screening seamlessly into broader onboarding and compliance workflows, Moxo streamlines operations and strengthens risk management. The platform's Moxo Flow feature enables businesses to create customized screening templates, incorporating automated checks and manual review processes. This approach ensures consistent, efficient screening while maintaining the flexibility to address complex cases. Real-time collaboration tools facilitate smooth communication around screening results and decision-making. With robust integration capabilities, Moxo synchronizes screening data across existing systems, providing a comprehensive view of risk assessments and facilitating ongoing monitoring and compliance efforts. Moxo's Service Orchestration Platform reimagines the concept of a portal by providing a dynamic, collaborative workspace for managing client, vendor, and partner interactions. This secure digital environment goes beyond traditional portals, offering comprehensive workflow orchestration capabilities. Moxo Flow enables businesses to streamline processes such as onboarding, document collection, and account servicing within a single, intuitive interface. The platform's customizable workflow templates and native actions, including digital signatures and real-time collaboration, allow for personalized service experiences. With robust integration capabilities, Moxo ensures that the portal remains synchronized with existing systems, creating a centralized hub for all stakeholder interactions and information exchange. Moxo revolutionizes professional services automation with its comprehensive Service Orchestration Platform. By consolidating complex client workflows into a single, secure digital workspace, Moxo enhances efficiency and collaboration throughout the service delivery process. The platform's Moxo Flow feature enables firms to create customized workflow templates for client onboarding, project management, and ongoing service delivery, incorporating native actions like digital signatures and real-time collaboration. This approach streamlines operations while maintaining the flexibility to deliver high-touch, personalized client experiences. With extensive integration capabilities, Moxo ensures seamless data flow between existing systems, facilitating comprehensive project tracking, resource allocation, and client management across the organization. Moxo transforms vendor management through its innovative Service Orchestration Platform. By consolidating complex, multi-party workflows into a single, secure digital workspace, Moxo streamlines vendor onboarding, document collection, and ongoing interactions. The platform's Moxo Flow feature enables businesses to create customized workflow templates tailored to specific vendor processes, incorporating native actions like digital signatures and file requests. This approach ensures consistent, efficient vendor management while maintaining the flexibility to address unique requirements. With robust integration capabilities, Moxo synchronizes vendor data across existing systems, providing a comprehensive view of vendor relationships and facilitating data-driven decision-making throughout the vendor lifecycle. Moxo elevates workflow management with its innovative Service Orchestration Platform. The platform's Moxo Flow feature enables businesses to orchestrate complex, multi-party workflows seamlessly, from client onboarding to ongoing services. By consolidating these processes into a single, secure digital workspace, Moxo streamlines operations and enhances efficiency. The platform offers customizable workflow templates and native actions like digital signatures and file requests, allowing for tailored, high-touch service experiences. With extensive integration capabilities, including connections to CRMs and external applications, Moxo ensures that workflows remain aligned with existing systems of record, facilitating smooth data flow and process automation across the organization. |
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Portal Features
Chat
Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
Supported
Banking Features
ATM Management
Not Supported
Compliance Tracking
Supported
Corporate Banking
Supported
Credit Card Management
Not Supported
Credit Union
Not Supported
Investment Banking
Supported
Multi-Branch
Supported
Online Banking
Supported
Private Banking
Supported
Retail Banking
Supported
Risk Management
Supported
Securities Management
Supported
Transaction Monitoring
Not Supported
Customer Communications Management Features
Batch Communications
Supported
Chat / Messaging
Supported
Content Management
Not Supported
Email Distribution
Supported
Interactive Content
Supported
Multi-Channel Communications
Supported
On-Demand Communications
Supported
Personalization
Supported
Print Management
Not Supported
Template Management
Supported
Video Content
Supported
Customer Engagement Features
Analytics
Supported
Churn Management
Supported
Communication Management
Supported
Community Management
Supported
Content Syndication
Not Supported
Feedback Collection
Supported
Gamification
Not Supported
Live Chat
Supported
Video Content
Supported
Customer Experience Features
Action Management
Supported
Analytics
Supported
Customer Segmentation
Supported
Dashboard
Supported
Feedback Management
Supported
Knowledge Management
Not Supported
Multi-Channel Collection
Supported
Sentiment Analysis
Not Supported
Survey Management
Supported
Text Analysis
Not Supported
Trend Analysis
Supported
Digital Experience Platforms (DXP) Features
Alerts / Notifications
Supported
Auto-Tagging
Not Supported
Blogs
Not Supported
Calendar
Supported
Content Modeling
Not Supported
Digital Asset Management
Supported
File Sharing
Supported
Form Builder
Supported
Forums / Message Boards
Supported
Headless CMS
Not Supported
Knowledge Base
Not Supported
Performance Monitoring
Not Supported
Personalization / Segmentation
Supported
Reporting / Analytics
Supported
Surveys / Polls
Supported
Templates
Supported
User Management / Permissions
Supported
Version Control
Not Supported
Wiki
Not Supported
Workflow Management
Supported
Digital Signature Features
Audit Trail
Supported
Authentication
Supported
Auto Reminders
Supported
Customizable Templates
Supported
Document Analytics
Supported
Mobile Signature
Supported
Multi-Party Signing
Supported
Progress Tracking
Supported
Task Progress Tracking
Supported
Financial Services Features
Analytics
Supported
Branch Optimization
Not Supported
Channel Management
Supported
Compliance Management
Supported
Customer Engagement
Supported
Performance Management
Supported
Risk Management
Supported
Professional Services Automation Features
Billing & Invoicing
Supported
Client Portal
Supported
Collaboration Tools
Supported
CRM
Supported
Document Management
Supported
Portfolio Management
Supported
Project Management
Supported
Proposal Generation
Not Supported
Quote Management
Supported
Resource Management
Supported
Time & Expense Tracking
Not Supported
Vendor Management Features
Audit Management
Not Supported
Contact Management
Supported
Customer Database
Supported
Self Service Portal
Supported
Supplier Master Data
Not Supported
Transaction History
Supported
Vendor Maintained Profiles
Supported
Vendor Managed Inventory
Not Supported
Vendor Performance Rating
Not Supported
Vendor Qualification Tracking
Not Supported
Workflow Management Features
Access Controls/Permissions
Supported
Approval Process Control
Supported
Business Process Automation
Supported
Calendar Management
Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Supported
Mobile Access
Supported
No-Code
Supported
Task Management
Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
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Integrations
Airtable
Supported
Google Drive
Supported
Google Sheets
Supported
HubSpot CRM
Supported
Microsoft OneDrive
Supported
Slack
Supported
Xero
Supported
Zapier
Supported
Zoom
Supported
Axis LMS
Not Supported
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Integrations
Airtable
Supported
Google Drive
Supported
Google Sheets
Supported
HubSpot CRM
Supported
Microsoft OneDrive
Supported
Slack
Supported
Xero
Supported
Zapier
Supported
Zoom
Supported
Axis LMS
Supported
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