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

Onboarding vs. Implementation: What’s the Difference?

Onboarding vs. Implementation: What’s the Difference?

Congratulations! You’ve just signed a contract with a brand-new client. Now what? Although it may seem like your hard work is over, the next step in the process is just as critical to you and your customer’s success. Now, it’s time to invest in customer onboarding and...

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech How-To: 3 Ways to Solve FinTech Pain Points

FinTech is currently one of the world’s fastest-growing industries. From Bitcoin to Cashapp, FinTech companies are constantly finding new ways to innovate and enhance the financial sector. However, FinTech companies often have to deal with significant regulations,...

An In-depth Look at GuideCX’s Resource Management Feature

An In-depth Look at GuideCX’s Resource Management Feature

For many businesses, resource management is quickly becoming one of the most important factors to consider in business optimization. As your company grows and takes on new staff, clients, projects, and resources, you may need to adjust much of what you do in order to...

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