Simple. Secure. Scalable. GUIDEcx FinTech Client Implementation Platform

When you work in FinTech, trust is your currency. Delays, confusion about responsibilities, and hidden processes can erode trust and create friction between your teams and your customer’s teams.

GUIDEcx is a secure SaaS implementation platform that puts transparency and engagement at the center of every client-facing project.

With GUIDEcx, FinTech project managers can invite, guide, and engage internal and external teams throughout the client implementation process.

“With GUIDEcx, we have more data. We can easily identify our problem areas. Growing and maturing isn’t intimidating or overwhelmingly challenging.”

– Brooke Cantwell

Benefits of a Customer Onboarding Software

Improve Customer Experience
Deliver Projects Faster & Better
Scale w/o adding Headcount
See Everything at a Glance
Create Transparent Implementation
Decrease Churn & gain Loyalty

Popular Features for FinTech Projects

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Project Access

Users can access their GUIDEcx projects however and wherever they prefer—through the web portal, email, or mobile app—with no login required.

Project and
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Project and
Task Automation

Work faster by automating communication and other manual, repetitive actions like project updates, tasks, and reminders.

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Absolute Client


Reduce anxiety and increase project participation with full transparency into project status, next steps, and go-live date.

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Group Task Tracking

Assign a single task to multiple people, including on your customers’ or vendors’ teams, and track when each person has completed their part for increased accountability.

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Unlimited Guest Invites

Reduce the time between the purchase date and project completion by adding all the right people to the project. You only pay for administrator and project manager licenses. Everyone else is free.

Powerful, Purposeful, Seamless Integrations

Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.

What Our Customers Are Saying on G2

GUIDEcx reviews sourced by G2

GUIDEcx reviews sourced by G2

300k+ Projects Successfully Completed on GUIDEcx

Join the ranks of companies providing stellar customer onboarding experiences.

Talk With A Guide Today! 

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our industry-leading customer onboarding solution is supported by our unparalleled professional resources and unwavering commitment to excellence.