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Moxo
About the Organisation
Moxo is an AI orchestration platform for financial institutions running complex, multi-party processes. It replaces manual coordination across emails, spreadsheets, and follow-ups with one connected system where AI agents handle the operational work and humans stay accountable for decisions that need judgment. Describe a process in plain language and Moxo builds the full workflow in minutes, with steps, roles, and branching logic assigned automatically. From client onboarding and KYC to loan applications, vendor due diligence, and multi-party approvals, AI agents handle document collection, validation, and routing, while people handle approvals, exceptions, and sign-offs. Clients, partners, and internal teams each work through a secure, branded portal configured for their role. Built AI-native, Moxo is trusted by global banks and wealth managers, including Citibank and BNP Paribas, to run critical processes at scale, cutting cycle times and compliance risk without adding headcount.
Products and Services
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Moxo AI Orchestration Platform
One connected system for complex, multi-party financial processes. AI agents handle the operational work like document collection, validation and routing, while your people stay accountable for approvals, exceptions and sign-offs.
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Moxo AI Agents
AI agents embedded inside your workflows that prepare, validate, route and follow up on work automatically, so onboarding, KYC and approvals keep moving without manual chasing.
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Moxo Process Builder
Describe a process in plain language and Moxo builds the full workflow in minutes, with steps, roles and branching logic assigned automatically. Start from templates like client onboarding, loan applications or vendor due diligence.
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Moxo Client & Partner Portal
A secure, branded portal where clients, partners and internal teams each see only the actions, documents and decisions meant for them, on web or mobile.
