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

Comparing GuideCX and Pipefy

Comparing GuideCX and Pipefy

Client onboarding solutions have been making their way to a lot of businesses in the past few years. Like our comparison with TaskRay, we’re comparing GuideCX and Pipefy with the help of G2 research. Both platforms are a part of multiple categories, but the two...

GuideCX Supports Mali Wellness Foundation

GuideCX Supports Mali Wellness Foundation

When it comes to seeking out an employer, many millennials are now weighing a company’s level of corporate social responsibility (CSR). Does the new company you’re researching place importance on how they impact the environment around them? From everything between...

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