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About

GuideCX® is a client implementation and onboarding project platform that helps you invite, guide, and engage internal and customer teams in a transparent process that delivers value faster. You only get one chance to make a first impression. A smooth and transparent client onboarding and software implementation process is key to putting your best foot forward. Get visibility when you’re onboarding new customers with the industry’s only enterprise-level reporting engine. The GUIDEcx Navigator gives you the ability to forecast, optimize, and automate your client onboarding. Customer retention is won and lost during the first 30 days of the onboarding experience. If you treat the customer onboarding experience as an afterthought, your contract with the client will become just that – and who wants to leave money on the table!

About

The best platform for B2B financial onboarding, Improved client experience. Reduced onboarding time. Increased simplicity. Using digital portals reduces the time required for the onboarding process, enhances the experience and lets you focus on what matters. Digital document management. Using our digital process is fast, easy and requires no code. Decrease human error, reduce onboarding back office work, and focus on providing the best service available to your clients. Super charge your business processes, increase your put through instantly and grow your new client count. Simple layouts that naturally drive and guide your clients to the their goal, while providing a seamless brand experience. Stop wasting your clients time with multiple touchpoints. Create a customer journey that simplifies the complex financial onboarding experience.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Companies that want to onboard clients better

Audience

Companies looking for a B2B financial onboarding system

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

GuideCX
Founded: 2017
United States
www.guidecx.com

Company Information

SlidePiper
Founded: 2015
Israel
www.slidepiper.com

Alternatives

Alternatives

Digidesk

Digidesk

Heptagon Technologies
Clustdoc

Clustdoc

Clust Technologies
Smart Onboarding

Smart Onboarding

Smart ERP Solutions

Categories

Categories

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

No info available.

Integrations

No info available.
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