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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

GuideCX®, a client implementation platform and onboarding platform, helps you invite, guide and engage customers and internal teams in a transparent process that delivers more value. One chance at making a good first impression. Smooth and transparent client onboarding is crucial to putting your best foot forward.

Description

The optimal solution for B2B financial onboarding enhances client interactions, streamlines the process, and simplifies operations. By utilizing digital portals, the onboarding duration is significantly shortened, leading to an improved overall experience that allows you to prioritize essential tasks. Our digital document management system is quick, user-friendly, and does not require any coding skills. This approach minimizes human errors, alleviates back-office workload, and enables you to concentrate on delivering superior service to your clients. Amplify your business processes, boost throughput instantly, and expand your client base effectively. With intuitive layouts designed to guide clients seamlessly towards their objectives, we ensure a cohesive brand experience. Eliminate the inefficiencies of multiple touchpoints that waste your clients' time, and instead, craft a streamlined customer journey that clarifies and simplifies the often intricate financial onboarding process for all involved. In doing so, you will enhance client satisfaction and strengthen long-term relationships.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

No details available.

Integrations

No details available.

Pricing Details

No price information available.
Free Trial Yes 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support No 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

GuideCX

Founded

2017

Country

United States

Website

www.guidecx.com

Vendor Details

Company Name

SlidePiper

Founded

2015

Country

Israel

Website

www.slidepiper.com

Product Features

Project Management

Agile Methodologies No 
Budget Management No 
Client Portal Yes 
Collaboration Tools No 
Cost-to-Completion Tracking No 
Customizable Templates Yes 
Gantt Charts No 
Idea Management Yes 
Kanban Board Yes 
Milestone Tracking Yes 
Portfolio Management Yes 
Resource Management No 
Time & Expense Tracking No 
Traditional Methodologies No 

Product Features

Onboarding

Course Management No 
Document Management No 
E-Verify / I-9 Forms No 
Electronic Forms No 
Electronic Signature No 
Employee Handbook No 
Employee Portal No 
File Management No 
Job Description Management No 
Orientation Management No 
Self Service Portal No 
Task Management No 
Tax Forms No 
Training Management No 

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