Moxo B2B Case Studies & Customer Successes

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.

Case Studies

Showing 35 Moxo Customer Success Stories

Adaptive Law Firm (Washington-based law firm) achieves streamlined, secure client collaboration and practice management with Moxo

Adaptive Law Firm

Hollie Del Vecchio

Owner & Attorney

AMCK Group achieves seamless virtual talent management and remote casting with Moxo

AMCK Group

Aicha Mckenzie

Founder & Ceo

Balfour Homes achieves a 2,000% sales increase and a 24-hour buying process with Moxo

Balfour Homes

Bank of Queensland achieves streamlined remote loan processing with Moxo

Bank of Queensland

BloomWealth achieves improved client engagement and operational visibility with Moxo

BloomWealth

BNP Paribas achieves a secure, unified digital wealth-management hub with Moxo

BNP Paribas

Vivien Jong

Chief Digital Officer

Citibank achieves 200% productivity boost and digital client transformation with Moxo's Citi Hello

Citibank

Kartik Kaushik

Country Business Manager

Cornerstone Permit Company achieves streamlined nationwide permit processing with Moxo

Cornerstone Permit Company

Ashish Shah

Ceo & Founder

Entourage Collection achieves seamless, global luxury concierge access with Moxo

Entourage Collection

Simon Liebel

Founder

Falconi (Brazilian management consulting firm) achieves remote, scalable pro bono mentoring for small businesses with Moxo

Falconi

Matheus Pinto Magalhaes

Falconi Management Cunsultant

Form Collective achieves streamlined client onboarding and end-to-end project delivery with Moxo

FORM

Josephina Serra

Owner

M Halmagean PLLC achieves a OneStop, secure real-time client experience with Moxo

Halmagean

Marcela Halmagean

Principal Attorney & Owner

Hibernia College achieves a seamless, interactive digital campus and personalized remote learning with Moxo

Hibernia College

Intrepid Networks achieves faster, more coordinated mission‑critical response with Moxo

Intrepid Networks

Bruce Dowlen

Vice President of Marketing

Island Pet Movers achieves global scale and streamlined client communication with Moxo

Island Pet Movers

Kari Mendoza

Owner

JNN Group achieves bank-grade security and streamlined client interactions with Moxo

JNN Group

K&A Mobile Tax Services achieves an IRS-compliant mobile OneStop client hub and secure client data management with Moxo

K&A Mobile Tax Services

Arline Robinson

Co-Founder

Keebeck Wealth Advisors achieves 41% client engagement and seamless, high-touch digital access with Moxo

Keebeck Wealth Advisors

Alexa Hyman

Chief Marketing Officer

LEAP achieves a student-centric digital campus and customized academic English programs with Moxo

Leap

Marybrooke Manor achieves a OneStop Client Hub for seamless event planning with Moxo

Marybrooke Manor

Masferrer & Associates achieves streamlined client services and centralized case management with Moxo

Masferrer & Associates

Eduardo A. Masferrer

Attorney & Owner

Modern Properties achieves digital resiliency and streamlined client collaboration with Moxo

Modern Properties

Kate Pawlicki

Founder & Broker

Omnia Law achieves streamlined, secure client case management with Moxo

Omnia Law

Prerna Rao

Attorney & Principal

One Motion achieves end-to-end operational efficiency with Moxo's OneStop Client Hub

One Motion

Physicians CPA achieves a secure OneStop Client Hub that streamlines client workflows with Moxo

Physician’s CPA

Raiffeisen Bank achieves a digital branch and secure, seamless client engagement with Moxo

Raiffeisen Bank

Zsofia Jokai

Raiconnect Product Owner

Sasha Esposito San Roman achieves a secure, branded online therapy practice that preserves human connection and eliminates office costs with Moxo

Sasha Esposito San Roman

Sasha Esposito

San Roman

SRULY enables secure, continuous connections for families with special needs with Moxo

SRÜLY

Michael Lebor

Creator

Standard Chartered achieves a seamless, secure digital branch and streamlined client engagement with Moxo

Standard Chartered

Didier Von Daeniken

Global Head Private Banking And Wealth Management

Stonehage Fleming achieves a secure, personalized OneStop Client Hub for streamlined generational wealth management with Moxo

Stonehage Fleming

Suzie Turner Couture achieves seamless remote bespoke collaboration and enhanced client experience with Moxo

Suzie Turner Couture

Suzie Turner

Owner

Terraza Balear achieves streamlined global project management for luxury Mediterranean design with Moxo

Terraza Balear

Mariana Muñoz

Owner & CEO

THINK Global School achieves borderless mobile learning and centralized student engagement with Moxo

THINK Global School

Van Lanschot achieves modern, white‑glove digital banking with Moxo's OneStop Client Hub

Van Lanschot

Virtually Noire achieves a centralized OneStop Client Hub, reduced costs, and automated workflows with Moxo

Virtually Noire

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