Related Products
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About
Collect is an easy to use secure portal solution to collect and manage client documents.
From Fortune 500 to small agencies and professional service providers. Collect is highly customizable and offers advanced branding and white-labeling features to match a variety of use-cases.
Collect enables teams to become more productive in the document collection process thanks to advanced features such as automatic reminders, assignments, validation workflows,...
It also integrates perfectly with their existing tools.
// Be more productive
Every feature in Collect is built to help you become more productive.
// Offer a good impression
Collect helps you move your brand forward. Your client portal and communications are displaying your logo and your colors. You can even get a full white label client portal.
// Keep your workflow secure
Collect takes security very seriously and meets world-class security standards. Collect has data centers in the US and EU.
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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
Companies of all sizes
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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
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
Not 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 /month
Starter: $39 /month
Pro: $79 /month Business: $199 /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/
|
Reviews/
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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
|
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Company InformationCollect
Founded: 2019
France
www.usecollect.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 revolutionizes document collection processes with its innovative Service Orchestration Platform. By integrating document collection seamlessly into broader workflows, Moxo streamlines operations and enhances efficiency. The platform's Moxo Flow feature enables businesses to create customized document collection templates, incorporating native actions like file requests and digital signatures. This approach ensures a consistent, secure process for gathering and managing documents within the context of larger service workflows. Real-time collaboration tools facilitate smooth communication around document requirements and submissions. With robust integration capabilities, Moxo synchronizes collected documents across existing systems, 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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Workflow Management Features
Access Controls/Permissions
Not Supported
Approval Process Control
Supported
Business Process Automation
Not Supported
Calendar Management
Not Supported
Compliance Tracking
Supported
Configurable Workflow
Supported
Customizable Dashboard
Supported
Document Management
Supported
Forms Management
Supported
Graphical Workflow Editor
Not Supported
Mobile Access
Not Supported
No-Code
Supported
Task Management
Not Supported
Third Party Integrations
Supported
Workflow Configuration
Supported
AML Features
Behavioral Analytics
Not Supported
Case Management
Supported
Compliance Reporting
Supported
Identity Verification
Supported
Investigation Management
Not Supported
PEP Screening
Not Supported
Risk Assessment
Not Supported
SARs
Not Supported
Transaction Monitoring
Supported
Watch List
Not Supported
Admissions and Enrollment Features
Application Management
Supported
Assessment Management
Supported
Candidate Management
Not Supported
Colleges / Universities
Supported
Evaluation Management
Not Supported
Fee Management
Not Supported
Financial Aid Management
Not Supported
Forms Management
Supported
K-12
Not Supported
Recruiting Management
Supported
Scoring
Not Supported
Self Service Portal
Supported
Applicant Tracking Features
Assessments
Not Supported
Background Screening
Supported
Candidate Management
Not Supported
Collaboration Tools
Supported
Internal HR
Not Supported
Interview Management
Not Supported
Interview Scheduling
Not Supported
Job Board Posting
Not Supported
Job Requisition
Not Supported
Onboarding
Supported
Recruiting Firms
Not Supported
Reference Checking
Supported
Resume Parsing
Not Supported
Resume Search
Not Supported
Self Service Portal
Supported
Workflow Management
Supported
Audit Features
Alerts / Notifications
Not Supported
Audit Planning
Not Supported
Compliance Management
Supported
Dashboard
Supported
Exceptions Management
Supported
Forms Management
Not Supported
Issue Management
Supported
Mobile Access
Not Supported
Multi-Year Planning
Not Supported
Risk Assessment
Supported
Workflow Management
Not Supported
Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration Tools
Supported
Compliance Tracking
Supported
Document Archiving
Supported
Document Assembly
Not Supported
Document Capture
Not Supported
Document Conversion
Not Supported
Document Delivery
Not Supported
Document Indexing
Supported
Document Retention
Not Supported
Electronic Signature
Not Supported
Email Management
Supported
File Recovery
Supported
File Type Conversion
Not Supported
Forms Management
Supported
Full Text Search
Not Supported
Offline Access
Not Supported
Optical Character Recognition
Not Supported
Print Management
Not Supported
Version Control
Supported
File Sharing Features
Audit Trail
Supported
Chat / Messaging
Supported
Collaboration
Supported
Document Management
Supported
Drag & Drop
Supported
Electronic Signature
Not Supported
Encryption
Supported
File Synchronization
Not Supported
Search
Not Supported
User Management
Supported
Version Control
Not Supported
Workflow Management
Supported
Legal Document Management Features
Access Controls
Supported
Archiving & Retention
Supported
Collaboration
Supported
Contract Management
Not Supported
Document Assembly
Not Supported
Document Indexing
Not Supported
Document Tagging
Not Supported
Full Text Search
Not Supported
Version Control
Supported
Loan Origination Features
Amortization Schedule
Not Supported
Audit Trail
Supported
Closing Documents
Supported
Compliance Management
Supported
Customer Database
Supported
Digital Signature
Not Supported
Document Management
Supported
Fee Management
Not Supported
Loan Processing
Not Supported
Online Application
Supported
Mortgage and Loans Features
Amortization Schedule
Not Supported
Client Database
Supported
Closing Documents
Supported
Commercial Mortgages
Not Supported
Contact Management
Supported
Credit Reporting
Not Supported
Customer Statements
Supported
Document Management
Supported
Electronic Applications
Supported
Government Loans
Not Supported
Loan Origination
Not Supported
Loan Servicing
Supported
Pipeline Management
Not Supported
Pre-Qualification
Supported
Refinance Management
Supported
Residential Mortgages
Supported
Onboarding Features
Course Management
Not Supported
Document Management
Supported
E-Verify / I-9 Forms
Supported
Electronic Forms
Supported
Electronic Signature
Not Supported
Employee Handbook
Not Supported
Employee Portal
Supported
File Management
Supported
Job Description Management
Not Supported
Orientation Management
Not Supported
Self Service Portal
Supported
Task Management
Not Supported
Tax Forms
Not Supported
Training Management
Not Supported
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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
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
Portal Features
Chat
Supported
Collaboration
Supported
Content Management
Supported
Document Management
Supported
File Sharing
Supported
Search
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
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Integrations
Slack
Supported
Zapier
Supported
Airtable
Not Supported
Axis LMS
Not Supported
Dropbox
Not Supported
Filevine
Not Supported
Google Drive
Not Supported
HubSpot CRM
Not Supported
Jira
Not Supported
Jumio
Not Supported
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Integrations
Slack
Supported
Zapier
Supported
Airtable
Supported
Axis LMS
Supported
Dropbox
Supported
Filevine
Supported
Google Drive
Supported
HubSpot CRM
Supported
Jira
Supported
Jumio
Supported
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