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

GuideCX vs. Wrike

GuideCX vs. Wrike

It can be challenging to improve communication across your entire organization. One way to combat this is to implement a project management software for all teams to use. According to PWC, 77 percent of high-performing projects have a project management software in...

3 Ways to Transform Your Healthtech Onboarding Process

3 Ways to Transform Your Healthtech Onboarding Process

There’s nothing like a pandemic to turn the world’s attention to the growing importance and dependence on the healthtech industry.  As we all work to combat and recover from COVID-19, we’ve witnessed a surge in healthcare technology as we observe vaccine development,...

Why You Can’t Use a Project Management Tool for Onboarding

Why You Can’t Use a Project Management Tool for Onboarding

As we’ve commonly outlined, project management and client onboarding tools, while having some overlap in functions, are actually very different and not always interchangeable. So it stands that using a project management tool for onboarding can actually hurt your...

Questions?

request a demo

Request a Demo

trial

Request a Free Trial

chat

Chat with an Expert