fintech

FINTECH

Simple. Secure. Scalable. The 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.

fintech

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.

Ready to reduce friction and build trust?
Start a free trial today—no credit card required.

Ready to reduce friction and build trust? Start a free trial today—no credit card required.

Popular Features for FinTech Projects

analytics

Global Project
Trend/Reporting Suite

Continually improve the implementation process by analyzing what speeds up or slows down projects. Replicate your successful implementations by creating templates.

project automation

Project and
Task Automation

Increase your capacity to manage more implementations by automating manual, repetitive actions like project updates, tasks, and reminders. Use templates to easily replicate projects and tasks.

client visibility

Client
Visibility

Build trust with full transparency into project status, next steps, and go-live date. Unified views—through the web portal, via email, or on the mobile app—help keep everyone engaged and accountable.

group tracking

Group Task
Tracking

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

guest

Unlimited
Guest Invites

Reduce the time to complete projects by adding all the right people to the project. You only pay for administrator and project manager licenses. Everyone else is free.

attachments

Protected
Attachments

Limit who has access to sensitive documents by requiring authentication to access.

SSO

Single
Sign On (SSO)

Manage access to multiple enterprise applications while mitigating security risk.

What Our Customers Are Saying on G2

Featured Resources

You Client Onboarding Questions Answered

You Client Onboarding Questions Answered

So you’re onboarding new clients and you’re looking at GuideCX to help you do it. You won’t be disappointed! GuideCX® is a purpose-built tool designed to make the client onboarding process faster and easier for you and your customers. But just because GuideCX promises...

Want to Reduce Client Onboarding Time by 30%? Here’s How

Want to Reduce Client Onboarding Time by 30%? Here’s How

Think about the last time you put together a piece of furniture or a complicated toy for your kids. Was it a good experience or a bad one? Did you have to provide your own tools? Did it take more time than you expected or less? How many swear words did you say? (We...

How to Align Client Onboarding Expectations and Reality

How to Align Client Onboarding Expectations and Reality

When you buy something—from a sweater to a new TV—you have an expectation of what the product will be like. So, when your new blue sweater turns out to be purple instead, or when your new HD big screen has a grainy picture, you’re justified in feeling disappointed....

Questions?

trial

Request a Free Trial

works

See How GuideCX Works

chat

Chat with an Expert