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Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
SaaS / Web
On-Premises
iPhone
iPad
Android
Chromebook

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.

Audience

Banks, electronic money institutions, insurance, fintech, car sharing, telcos and other.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$120 per month
Free Version
Free Trial

Pricing

€149.00/month
Free Version
Free Trial

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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5
Read all reviews

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Moxo
Founded: 2012
United States
www.moxo.com

Company Information

Ondato
Founded: 2016
United Kingdom
www.ondato.com

Alternatives

Alternatives

NexJ CRM

NexJ CRM

NexJ Systems Inc.
FOCAL

FOCAL

Mozn
Udentify

Udentify

Fraud.com

Categories

Categories

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

Digital Signature Features

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Customer Communications Management Features

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement Features

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Customer Experience Features

Action Management
Analytics
Customer Segmentation
Dashboard
Feedback Management
Knowledge Management
Multi-Channel Collection
Sentiment Analysis
Survey Management
Text Analysis
Trend Analysis

Digital Experience Platforms (DXP) Features

Alerts / Notifications
Auto-Tagging
Blogs
Calendar
Content Modeling
Digital Asset Management
File Sharing
Form Builder
Forums / Message Boards
Headless CMS
Knowledge Base
Performance Monitoring
Personalization / Segmentation
Reporting / Analytics
Surveys / Polls
Templates
User Management / Permissions
Version Control
Wiki
Workflow Management

Financial Services Features

Analytics
Branch Optimization
Channel Management
Compliance Management
Customer Engagement
Performance Management
Risk Management

Portal Features

Chat
Collaboration
Content Management
Document Management
File Sharing
Search

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Banking Features

ATM Management
Compliance Tracking
Corporate Banking
Credit Card Management
Credit Union
Investment Banking
Multi-Branch
Online Banking
Private Banking
Retail Banking
Risk Management
Securities Management
Transaction Monitoring

AML Features

Behavioral Analytics
Case Management
Compliance Reporting
Identity Verification
Investigation Management
PEP Screening
Risk Assessment
SARs
Transaction Monitoring
Watch List

Authentication Features

Biometric
Credential Management
Knowledge-Based Authentication
Mobile Authentication
Multifactor Authentication
Out-of-Band Authentication
Policy Management
Self Service Portal
Single Sign On
Social Sign On

Financial Risk Management Features

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Fraud Detection Features

Access Security Management
Check Fraud Monitoring
Custom Fraud Parameters
For Banking
For Crypto
For eCommerce
For Insurance Industry
Internal Fraud Monitoring
Investigator Notes
Pattern Recognition
Transaction Approval

Risk Management Features

Alerts/Notifications
Auditing
Business Process Control
Compliance Management
Corrective Actions (CAPA)
Dashboard
Exceptions Management
Internal Controls Management
IT Risk Management
Legal Risk Management
Mobile Access
Operational Risk Management
Predictive Analytics
Reputation Risk Management
Response Management
Risk Assessment

Integrations

Dropbox
Filevine
Gmail
Google Drive
Google Sheets
Jumio
Macrobank Core Banking Software
Median.co
Microsoft Outlook
Microsoft Teams
Redtail CRM
Salesforce
Slack
Stripe
Vault
Velmie
Xero
Zapier
Zoho CRM
Zoom

Integrations

Dropbox
Filevine
Gmail
Google Drive
Google Sheets
Jumio
Macrobank Core Banking Software
Median.co
Microsoft Outlook
Microsoft Teams
Redtail CRM
Salesforce
Slack
Stripe
Vault
Velmie
Xero
Zapier
Zoho CRM
Zoom
Claim Moxo and update features and information
Claim Moxo and update features and information
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Claim Ondato and update features and information