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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.

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.

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

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Supported

Audience

Professional service firms wanting a tool provided a branded client portal to unify communication, billing, and collaboration

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.

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$39 per month
Free Version Not Supported
Free Trial Supported

Pricing

Custom Pricing
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Not Supported

Company Information

Assembly
Founded: 2020
United States
assembly.com

Company Information

Moxo
Founded: 2012
United States
www.moxo.com

Alternatives

Alternatives

Clustdoc

Clustdoc

Clust Technologies
NexJ CRM

NexJ CRM

NexJ Systems Inc.

Categories

Portal Supported

Categories

AI Orchestration Supported
Banking Supported

Moxo 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.

Digital Signature Supported

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.

Financial Services Supported

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.

Portal Supported

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.

Vendor Management Supported

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.

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

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
Box Not Supported
Calendly Supported
Dropbox Not Supported
Global Relay Not Supported
Google Forms Supported
Make Supported
Microsoft Outlook Not Supported
Microsoft Teams Not Supported
Redtail CRM Not Supported
Smarsh Not Supported

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
Box Supported
Calendly Not Supported
Dropbox Supported
Global Relay Supported
Google Forms Not Supported
Make Not Supported
Microsoft Outlook Supported
Microsoft Teams Supported
Redtail CRM Supported
Smarsh Supported
Claim Assembly and update features and information
Claim Assembly and update features and information
Claim Moxo and update features and information
Claim Moxo and update features and information