Alternatives to GuideCX

Learning management systems are good for training employees but often fail to address the unique needs of training customers & partners, as well as customers' customers & partners. Eurekos is a leading European customer education specialist, offering innovative training software solutions for businesses and non-profit organizations with a need for external training, certification or accreditation. Eurekos offers a complete set of tools to create and deliver training that cover the entire customer journey: before the sale, during onboarding and ongoing. Eurekos has everything for rapid onboarding, advanced certification, eCommerce, unlimited brand portals, complex organization structures and integrated content development all under the highest privacy & security standards (ISO7IEC 27001 & 27701). We are constantly reinvesting back into our software to bring our clients the most current features available on the LMS market.

Veriam brings access and subscription management together in a single, secure platform designed to simplify operations, reduce admin time, and improve security. From onboarding to offboarding, Veriam makes it easy to manage access permissions and subscription plans for customers, partners, and employees—all in one place. With Veriam, access permissions and subscription updates happen in real-time. When subscriptions are renewed, upgraded, or changed, access is automatically updated too—so customers always have the right access, without delays. This real-time synchronization means fewer support tickets and a better customer experience. Users only need one login to access products, subscriptions, and data from any organization using Veriam. No more juggling multiple logins or passwords—just a smooth, familiar experience every time they log in. Veriam offers self-service. Customers can update their own subscriptions, manage access, and change profile details without support. This reduces the load on support teams and gives users more control. Built with security and compliance in mind, Veriam follows industry standards, giving you confidence that customer data is handled securely. Try us out today!

Moxo’s service orchestration platform revolutionizes complex B2B interactions by delivering seamless and efficient experiences. Inefficiencies and risks often arise when business processes are scattered across departments, clients, vendors, and partners. Moxo eliminates these challenges by unifying workflows—transforming fragmented operations into streamlined, cost-effective solutions that boost client satisfaction. Moxo platform accelerates essential tasks such as client onboarding, document management, and exception resolution. The outcome: quicker process completion, minimized compliance risks, and exceptional client experiences. Trusted by industry leaders in financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas—Moxo powers the orchestration of mission-critical business relationships.

SkyPrep is a powerful and intuitive online training software that helps you train your employees, customers, and partners. Our customizable platform allows you to deliver, manage, and track your training with ease. Serving over 500 companies across various industries worldwide, SkyPrep has been recognized for its ease of use and outstanding customer support. By using SkyPrep, you will be able to onboard employees, train customers on your products, and keep up with compliance requirements effortlessly.

We are your first online training platform for growing businesses. We also turn people into the workplace hero by empowering you to deliver genuinely engaging training experiences your employees deserve from beginning to end. With 20+ course templates and 30+ lesson screens to bring your content to life, we'll help deliver your training, give you a gold dust data analytics tool to track engagement, and so much more! All you need is one idea, and we'll help you grow it into a fully-fledged training experience.

Product Fruits is a code-free product adoption platform for web-based apps. It allows you to onboard users to your product, show them how to derive value and guide them to the aha-moment. Our all-in-one tool gives you all the features you need to improve user onboarding to your app or web: Interactive product tours, guides & walkthroughs Hints, beacons & tooltips User onboarding checklist In product announcements User feedback collection One-click bug reporting In app help center (Life Ring Button) Knowledge base Our customers achieve higher conversions, lower churn and less support tickets. Product Fruits editor was built with a non-technical user in mind and you don’t need any coding skills to create beautiful onboarding experiences. We’ re serving SaaS companies all over the world helping them to increase conversions, reduce churn and lower support tickets. You can get up and running in 5 minutes or under, free trial is available.

HyperVerge Inc is a B2B SaaS company providing AI-based identity verification solutions to enterprises in Financial Services, Telecom, Gaming, E-commerce, Logistics, EdTech, and Crypto. Identity Verification Platform helps in onboarding customers seamlessly, fraud checks, face authentication, age verification, document verification, eKYC and other services. Clients onboard over 30 million customers every month using this product. With just an ID and a Selfie, verify the identity of your customer in seconds. Prevent fraud and ensure compliance with AML/KYC. With an accuracy of 99.5% (the highest among competitors) and 600+ million KYCs across 200+ countries since 2019, HyperVerge’s technology is built for scale. They work with SBI, LIC, Jio, Vodafone, Bajaj Finserv, L&T, Swiggy, WazirX, Coinswitch, Razorpay, ICICI Securities, SBI Cards, Grab, CIMB, FE Credit, Home Credit, and 100+ clients across 5+ geographies for their onboarding journeys.

Userlane is a digital adoption platform that allows anyone to learn any software in a matter of minutes. Our interactive guidance technology and virtual assistant on-demand provide contextual and tailored support for software users. Our solution is suitable for both employee training and onboarding (enterprise digitization) and customer onboarding (software vendors). Our interactive, step-by-step guides guide users through any browser-based software in real time. This helps them to achieve their goals quickly. Userlane helps customers and employees get onboarded faster, reduces support tickets by up to 75%, and improves productivity and user satisfaction. Our DAP is the perfect solution for companies with distributed workforces who want to automate and scale their support and software training.

FROGED is a product success platform that helps companies improve their onboarding, provide proactive customer support and increase retention. It was designed by SaaS for SaaS to nurture customers throughout their entire lifecycle resulting in reduced churn and higher engagement. Using customer behavior segmentation, you can personalize the customer experience with product flows, knowledge base, email campaigns, in-app messages, a custom widget, live chat and more. You can also create A/B testing, NPS surveys and retargeting campaigns. Put your CS team and agents in the drive seat with the ability to manage customer conversations, contact behavior and attributes in one place. Our tech stack is adaptable with over 2K+ integrations including WhatsApp, Jira, Google, Zapier, Segment, Twilio, Facebook Messenger to name a few. Explore FROGED's limitless possibilities with a 7-Day FREE TRIAL today.

Customers can receive crucial documentation in just minutes. They upload or take a photograph of their sensitive information and can send it securely immediately. Unlimited number of document uploads, regardless of size. Send documents anywhere, anytime. Automatic document alignment and edge cropping. You can stand out from the rest and provide seamless onboarding for your customers. The platform does all the work so you can concentrate on providing outstanding service. Let the platform free your staff from administrative burdens and let them spend their time building your customer base. Our clients have seen a 35% increase in sales. Work smarter, not harder - drastically reduce labour costs and keep your business costs down FastDox reduces postage costs by 95%, and ensures repeat business.

The Deepest Digital Adoption Platform Chameleon is a sophisticated no-code platform for product success, empowering SaaS teams to build self-service user onboarding, feature adoption, and feedback collection. PMs, PMMs, and CSMs can build, manage and improve product experiences for your web application without writing code. Increase activation with product tours, boost adoption with tooltips, get user feedback with surveys, and offer guidance with checklists. Simple to get started, but with deep configuration available • Use your own fonts • We automatically pull styles from your product • Adjust anything with custom CSS • Fine tune any element with your own custom CSS • Configure templates • Save templates to make it easy to build on-brand

Hubflo stands out as the rapidly expanding AI-Driven Client Portal designed specifically for professionals and creatives. In just 60 seconds, you can craft a visually appealing and branded client portal that enhances client onboarding and enables you to provide services like an expert. With over ten integrated tools at your disposal—such as file sharing, contracts, approvals, client messaging, task management, and billing—you can seamlessly connect with more than 500 external applications. Currently, over 20,000 businesses, clients, and contractors rely on Hubflo for their everyday operations. Don't allow cumbersome processes to hinder your ability to offer an exceptional client experience; instead, wow your clients with an automated and customized onboarding process, ensuring smooth collaboration and service delivery. Elevate client satisfaction and boost retention rates while minimizing the need for emails, calls, and meetings. Hubflo is particularly beneficial for digital agencies, consultants, freelancers, accountants, architects, home designers, law firms, and a wide array of other professional or creative service providers. Embrace Hubflo to transform how you engage with your clients and manage your services effectively.

CogniSaaS is an enterprise SaaS platform that focuses on customer service and enables faster time to value. It reduces the use of silos of software; improves collaboration between customers and internal stakeholders; tracks hundreds of projects and prioritizes them for value delivery through data visualization, visibility and accountability. Differentiators 1) Visibility - Get effortless visibility at different levels - tasks, use cases or modules, projects and clients - Know which clients, projects, and use cases are going off track and progressing via alerts and progress 2) Accountability - Get single screen snapshot of revenue at risk, who is responsible for what & accountability - View them how you like, with various view options like Kanban, Gantt chart, list view 3) Customer-Centric Prioritization - CogniSaaS helps you with Customer-Centric Prioritization of implementation tasks & product roadmap - Automate onboarding with templatization for projects and use-cases for tracking customer business outcomes - It also gives leadership teams visibility of revenue impacts 4) Collaboration with Customers - Collaborate with customers via magic link to give them updates about their projects without login

Enhance the lifetime value of your customers with VENMATE, the comprehensive platform designed to foster satisfaction, boost retention, and drive growth. Achieve a holistic understanding of your clientele, anticipate their needs, and transform each customer into a loyal advocate. Delve into detailed insights regarding customer behaviors and preferences to improve their overall satisfaction and loyalty. Optimize your customer success initiatives to increase operational efficiency while delivering remarkable experiences. Improve your financial performance by minimizing customer churn and maximizing opportunities for upselling. Expedite your path to value with VENMATE’s efficient onboarding and implementation features. Our platform guarantees you will not lose sight of tasks, utilizing structured playbooks to facilitate a smooth onboarding experience. Consolidate your customer data from various applications, allowing your customer success team to document every interaction effortlessly using VENMATE. Effectively guide customers throughout their journey while collecting essential feedback to refine and enhance their experiences. By continuously adapting based on this feedback, you can ensure your customers feel valued and understood.

Client onboarding encompasses much more than just KYC and AML procedures. Muinmos offers a client onboarding platform that uniquely automates the entire onboarding process, utilizing AI-driven client categorization alongside comprehensive risk assessments and KYC/AML verifications. This platform stands out by providing unmatched onboarding speeds and an effortless customer journey, enabling you to onboard a greater number of clients while significantly reducing costs. The mCHECK™ feature is linked to numerous data resources, ensuring extensive global coverage and accommodating all varieties of KYC/AML checks. Additionally, mRX™ guarantees that you remain aligned with your established risk parameters, adapting seamlessly to changes in client profiles, regulatory requirements, or your internal policies. Muinmos’ exclusive regulatory onboarding engine is an innovative tool that automatically classifies clients, products, and services through algorithmic rule-based Artificial Intelligence. With Muinmos, there’s no need to compromise on compliance; you can efficiently onboard any type of client in mere minutes, securing full regulatory adherence throughout the process. This level of efficiency and precision is essential in today’s fast-paced financial environment.

Your ticket to first-class customer onboarding. We are the best Salesforce-native app to help customers onboard. Our TaskRay in 60 second video explains the 4 key steps and best practices for customer onboarding. This is just one of the things that sets us apart. TaskRay is the leader in Salesforce customer onboarding. TaskRay, a customer onboarding and project management tool that helps companies manage their implementation and onboarding processes, increase efficiencies and create exceptional customer experiences - all within Salesforce.

Transform your product into a powerful engine for growth. Provide the seamless, product-focused experiences that users seek and accelerate your business with Appcues. Enhanced user experiences pave the way for quicker and more lucrative growth, which is precisely why we created the Product-Led Growth Platform. Appcues simplifies the process of delivering outstanding user experiences at scale while aligning your organization with the product as its strongest growth driver. From the initial assessment to user advocacy, Appcues empowers businesses to craft product experiences that foster satisfied customers and sustainable growth. Captivate users with tailored onboarding journeys that leave a lasting impression. Effectively onboard and activate users by captivating, informing, and guiding them swiftly to realize value. Boost feature engagement and adoption rates by designing timely, contextual prompts and walkthroughs that resonate with users. By prioritizing user satisfaction, you can ensure long-term success in a competitive marketplace.

Clustdoc is a leading client onboarding and verification software that helps SMB and Corporate Teams streamline and systemize the way you work with new clients. With Clustdoc you’ll be able to automate the onboarding process and handle new client required documents, files, contracts and overall information as part of their customer or admin onboarding procedures. / as part of their initial onboarding checklist / client intake process.

Streamline, automate, and oversee customer onboarding from the initial handoff right through to the launch phase. Finally, there's software designed specifically for teams focused on customer implementation. Recognizing that customer onboarding should not be a uniform process, this tool acknowledges the individuality of each customer, allowing you to move on from rigid templates. Onboard’s software tailors dynamic launch plans, known as Maps, based on varying customer needs, which conserves valuable time and energy while delivering a personalized onboarding journey. Both internal team members and external customer stakeholders collaborate using these adaptable launch plans, ensuring comprehensive visibility, accountability, and alignment among all parties involved. Say goodbye to the frustration of asking, "What stage is this customer in during onboarding?" Since much of the onboarding task is repetitive, empower your team to accelerate client launches with greater efficiency and reduced strain. By offering consistent and dependable service, you can enhance customer ROI and significantly cut down on the time it takes to realize value. Additionally, this approach fosters stronger relationships by making each customer feel valued and understood throughout the onboarding experience.

The most effective approach to collaborating with individuals beyond your organization involves utilizing shared workspaces designed for prospects, clients, investors, and collaborators. Elevate the customer journey from initial demonstrations to onboarding and further stages. Oversee the entire customer lifecycle while gathering engagement data throughout the process. Clients will always have a reliable go-to resource for their needs. It serves as a centralized hub that consolidates all your links, PDFs, meeting notes, project timelines, proposals, and much more. Integrate your preferred tools, from Figma to Google Slides and Vimeo, to streamline operations. Navigate intricate deals and facilitate smooth customer onboarding. Transition away from spreadsheets; instead, develop a collaborative mutual action plan with clients, track progress, synchronize deadlines, delegate tasks, and provide a platform for comments and file uploads. Achieve personalization on a large scale by crafting branded environments filled with tailored content. Encourage customers to share their insights and propel projects forward, allowing them to comment on ongoing work and upload essential resources. This fosters a more engaged and productive relationship between you and your customers.

Develop client-oriented onboarding playbooks to enhance the onboarding journey for your new clients by making them accessible and clear. Many organizations typically maintain internal onboarding guides that limit client visibility, which can lead to a lack of accountability. With Bonder, you have the capability to design tailored onboarding playbook(s) and distribute customized versions to each client, providing them with clarity on essential steps, responsible parties, and timelines. It’s important to remember that a sale is only finalized when the client fully grasps the core value of your product and recognizes how it can positively impact their life or business. Streamline your onboarding workflow by incorporating automation for tasks and reminders, which can facilitate quicker adoption and boost long-term client retention. Transitioning between sales and client success teams often leads to conflicts, so it’s crucial for your organization to ensure a seamless hand-off. Additionally, it’s vital to recognize that the buyer persona within the client’s company may differ from the actual user persona. Bonder allows you to identify responsible parties and set up automatic reminders, ensuring everyone stays aligned throughout the onboarding process. This comprehensive approach not only enhances client satisfaction but also strengthens the overall relationship between your company and its clients.

LearnRight is an intelligent learning management system designed to evolve alongside your needs. This comprehensive training platform not only tracks knowledge retention and assesses outcomes but also identifies and addresses knowledge deficits, enabling learners to apply their newly acquired skills in their daily routines. With the ability to seamlessly integrate into any website, LearnRight ensures that users feel as though they are navigating your site the entire time they are engaged with the training material. We recognize that transitioning to a new LMS can be overwhelming, which is why our committed team is here to facilitate a smooth and hassle-free experience. Our meticulous migration strategy guarantees that your current content, courses, and user information are transferred effortlessly. LearnRight was developed to address the training requirements of employees, partners, and customers for organizations that prioritize tailored experiences and excellence over mere transactions. Furthermore, partnering with us means you will benefit from ongoing assistance from an onboarding specialist, ensuring you get the most out of our system. Our goal is to create a supportive environment that fosters growth and development at every level of your organization.

Aligned serves as an impactful platform for customer collaboration, aiming to enhance both sales and customer success workflows. By bringing together essential resources for buyers into a single hub, Aligned reduces the confusion that can arise from lengthy email exchanges, sharing files, and managing various applications. This approach transforms the purchasing process, enabling sales teams to create compelling business cases, monitor shared success strategies, and expedite the closing of deals. With features like real-time collaboration, task delegation, and open communication, Aligned promotes stronger connections between sales teams and their clients, resulting in a seamless and effective transition from prospecting to onboarding. Ultimately, the platform not only improves efficiency but also strengthens relationships between businesses and their customers.

Baton connects software vendors, their customers, and service partners within a communication platform designed to streamline intricate implementations. It allows you to proactively manage, report, and monitor project statuses in real time, enabling your products to become operational more quickly than before. You can establish distinct implementation projects with phases that are highly adaptable to your organization's specific processes. Milestones can be configured for automatic status updates, and standardized project templates can help accelerate your business growth. Utilize Baton’s business intelligence features to ensure that project tasks, dependencies, and deadlines are clearly defined. Our unified overview of all your implementation projects offers valuable insights into your operations. Additionally, you can create monitoring dashboards tailored for your clients as well as comprehensive dashboards that encompass your entire project portfolio. This ensures that you remain engaged with your customers during their first real interaction with your product, fostering a positive and lasting relationship. By enhancing visibility and communication, you can drive success and satisfaction for both your team and your clients.

Craft engaging product experiences tailored for every stage of the customer journey. Articulate your product narrative effectively and integrate it seamlessly into various platforms. Develop presentations that are foolproof and leave a memorable impact, alongside straightforward training materials that are both accessible and engaging. Self-guided demonstrations empower users to explore your product confidently, eliminating concerns about navigation mishaps or potential errors. An intuitive interface enhances your ability to convey the product's value proposition clearly and effectively. Emphasize essential insights that ensure your audience retains a vivid impression of how your product can fulfill their needs. Regale Studio enables you to capture visuals and animations, monitor user interactions, and easily compile them into cohesive demos. With the ability to create demonstrations for desktop, web, and mobile applications in a matter of minutes, you can address your specific requirements efficiently. The user-friendly features allow for effortless editing and synchronization of demos with ongoing product updates. This setup creates a dynamic simulation of a live experience, negating the necessity of constructing and configuring complex demo environments. In essence, the combination of these tools not only enhances user engagement but also streamlines the demonstration process, making it more effective than ever.

Optimize services delivery to maximize revenue. Align sales, services, and success teams on Salesforce. Customer onboarding is the first step to customer success. Salesforce offers a variety of playbooks that can be used to help customers onboard faster. You can mobilize teams quickly, schedule resources, and make better use your capacity. Forecast, track, and forecast the time and usage of your team. Precursive PSA provides complete visibility across all employees and professional services to improve operational performance, 100% natively Salesforce.

We thrive on pushing boundaries in all our endeavors. Our motivation stems from the desire to revolutionize your business, as your success directly contributes to ours. We create exceptional platforms designed to facilitate this transformation. Interested in scheduling a meeting to discuss potential changes? Experience rapid Digital Customer Onboarding in just minutes! A staggering 56% of wealth managers report that the manual customer onboarding process typically takes around four weeks. iStart offers a quick, efficient, and hassle-free onboarding experience. Ensuring a consistent customer onboarding process is essential for your organization! We advocate that your focus should be on activities that generate customers while automating those that assist them. Introducing our Digital Customer KYC and Onboarding Platform! iStart is an advanced digital onboarding solution equipped with intelligent automation features. Our platform empowers banks, insurance companies, and various financial institutions to efficiently enroll and manage their customers online, ultimately enhancing their operational efficiency. This seamless integration not only saves time but also improves customer satisfaction significantly.

Mystro is an efficient tool designed for data gathering and client onboarding, prioritizing speed, adaptability, scalability, and development. It consolidates all the necessary components for client onboarding and information collection. Offering a modern, user-friendly experience, Mystro's products cater to the expectations of today's clients, ultimately saving you significant time on each deal while enhancing your business's representation. By simplifying intricate forms, Mystro ensures they are both aesthetically pleasing and functional. The intuitive and comprehensive form builder allows for the rapid creation of engaging multi-page online forms or users can opt for ready-made templates. Furthermore, its extensive document collection and eSigning capabilities fully automate the documentation process through features like auto-generated checklists, PDF integration, digital signatures, and timely reminders, ensuring a seamless workflow. With Mystro, your client onboarding experience is not only streamlined but also tailored to elevate client satisfaction.

Uniify streamlines the collection of customer information while ensuring compliance with KYC, KYB, and credit evaluation standards, all while enhancing efficiency and customer satisfaction. Our solutions empower businesses to make informed decisions by accelerating the onboarding process, making it more cost-effective and straightforward. With a tailored digital onboarding experience, we guarantee an improved, secure, and seamless journey for customers, leading to increased retention and revenue growth. Many of our clients report saving over 80% on development expenses through our innovative solution. We focus on minimizing costs associated with development, operations, and maintenance, ensuring that quality remains intact. Recognizing the uniqueness of each client, we offer a no-code form builder that allows you to craft personalized forms. Our sophisticated form builder enables integration with various data sources, allowing you to design custom onboarding forms and merge them into engaging dynamic flows, ensuring your onboarding process meets your specific business needs. This flexibility not only enhances user engagement but also empowers businesses to adapt to changing requirements effortlessly.

Do you know that 70% of customer-facing projects fail in the first 90 days? Reasons: delay in time-to-value, poor customer experience & sluggish implementation. Rocketlane is purpose-built for customer projects. It accelerates time-to-value, brings consistency in your execution, and elevates the CX. It uniquely combines project management, document collaboration & communication to help you impress customers & keep them accountable, get visibility across projects & manage resources. Try now.

Enhance your revenue streams through a comprehensive and advanced onboarding journey. Create exceptional customer interactions while managing risks effectively using top-tier tools. Your entire sales funnel is integrated within a single platform, encompassing lead qualification, KYB processes, e-signatures, segmentation, and scheduling meetings. Utilize components such as tailored rules and no-code workflows to streamline and automate all aspects of identity verification and onboarding. Conduct continuous website evaluations, sanction checks, and social media assessments to ensure ongoing compliance. Facilitate a seamless experience for low-risk users, allowing them to navigate effortlessly. Adapt the application process in real-time based on risk assessments from both internal and external sources. Identify specific areas where potential leads drop off, down to the precise moment or data entry field, utilizing detailed analytics and screen recordings. Optimize your conversion rates and elevate productivity significantly, achieving a tenfold increase. Transition from monotonous manual operations to seamless automation, revolutionizing your workflow in the process. This approach not only simplifies the onboarding journey but also fosters stronger customer relationships and trust.

Managing signups, identity verification, and login processes can be quite challenging in today's interconnected world. Checkin provides your customers with an unparalleled experience, no matter where they are located or what device they are using. Accelerate your growth by streamlining the signup process and effectively identifying your global customer base. Additionally, allow your existing customers the convenience of easy logins. Unfortunately, many brands overlook the significance of check-ins during the onboarding phase, which can result in stagnated growth and missed revenue opportunities. Those brands that prioritize delivering an exceptional check-in experience for each user will secure a competitive edge over those that continue to depend on outdated methods. As consumer attention spans decline year after year, numerous potential customers may lose interest before completing the signup process. To combat this, the check-in experience must be tailored to accommodate various end-users, each with unique preferences, devices, and languages. Our software meticulously optimizes and localizes your processes at a granular level by leveraging cutting-edge machine learning technology, ensuring that every user feels valued and catered to. This attention to detail not only enhances user satisfaction but also fosters long-term customer loyalty.

Transform your traditional designs into a sophisticated and adaptable service engine. Our intuitive design tool allows you to convert your existing workflow into well-defined visual steps and phases, incorporating tasks, resources, and the ability to modify elements without starting from scratch. Manage all client onboarding seamlessly through a centralized dashboard. With real-time analytics, you gain enhanced oversight on time-to-value and customer retention. You'll pinpoint specific areas in your workflow that require your focus and creativity, facilitating effective communication throughout the organization. By empowering your frontline staff to share their insights, you'll gain a deeper understanding of customer challenges, enabling you to refine and innovate your processes. This approach not only increases employee engagement and satisfaction but also nurtures a culture that prioritizes customer-centric problem-solving. Additionally, by leveraging data-driven decision-making, your organization can continuously adapt to market changes and customer needs.

SmartKarrot, a cloud-based solution for Customer Success & Account Management allows teams to manage Customer Growth (Expansion/Retention & Renewal), with a platform focussed on Intelligence & Automation. 1. SmartKarrot is built on Augmented Intelligence and proactive handles complex use cases related to Expansion & Retention. Multiple products, service lines, and geographies. 2. Our customers can scale efficiently with our intense focus on Automation & Playbooks. 3. Our New Age Design with a PLG mindset makes for a great user experience. 4. Our unlimited user packages allow our clients to be truly Customer Centric and enable great alignment within their teams.

Create engaging user experiences effortlessly with custom UI components, all without needing any coding skills. Kickstart your UI design journey using a pre-made template that you can personalize to reflect your brand. Our editor aligns perfectly with your style guide for a cohesive look. Preview your creations using Candu for Chrome, allowing you to serve tailored experiences to various users and analyze effectiveness through our robust analytics engine. Unlike other solutions that layer components onto your product, Candu integrates them directly, ensuring a seamless experience. Empower your entire team to craft enjoyable user interactions with ease. Whether you prefer starting with a template or designing from the ground up, we provide all the tools you need! Utilize a simple drag-and-drop interface to create user experiences that enhance customer onboarding, drive feature adoption, and more. Candu's intuitive WYSIWYG editor gives you the platform to bring your UX vision to life in just minutes, allowing you to effortlessly design stunning in-product experiences without writing a single line of code. Explore our extensive template gallery to kick off your design process today and transform the way your users engage with your product.

Docupace is a solutions provider focused on digitizing and automating operations in the financial advice and investment industry. Financial services firms use the Docupace Platform (a cloud-based, integrated software suite) to reduce back-office expenses, improve efficiency, strengthen recruiting, and enhance the experience of advisors and their clients. The Docupace Platform is 100% focused on the financial advice and investment industry. The Platform’s wealth management DNA means our solutions map one-to-one with your specific challenges, that our people know your business and speak your language, and that our products are compliant with SEC and FINRA rules. Docupace is a dynamic platform that serves as the foundation of our clients’ entire business processing strategy. With distinctive built-in capabilities, deep integrations with third-party tools, and operational flexibility, the Docupace Platform can be used to digitize or automate nearly any process. Docupace is the largest and most trusted provider of digital back-office solutions for the financial advice and investment industry. Firms of all sizes—including some of the largest in the United States—trust Docupace as the conduit for more than $2 trillion in AUM.

Infosys Meridian is an innovative Live Enterprise Workplace Platform that enables organizations to transform their work experiences in today's work-from-anywhere landscape. As a key component of Infosys Cobalt, this platform empowers businesses to adopt a remote-first approach, fostering a highly productive workplace that enhances engagement among stakeholders, optimizes workflows, and boosts overall productivity. By simplifying and smartening processes through contextual interactions, it offers features like asset discoverability and digital prototyping. The platform supports intelligent operations for digital workers, encouraging improved decision-making, providing productivity insights, and creating environments for experimentation and growth. Furthermore, it facilitates immersive virtual experiences that promote seamless collaboration among employees, clients, and partners throughout the value chain, ensuring that everyone remains connected and engaged. In this way, Infosys Meridian not only redefines workplace dynamics but also cultivates an innovative culture that thrives in a digital-first era.

Eyelet offers a rapid and user-friendly solution for crafting impactful product tours, surveys, and in-app announcements without the need for coding skills. This no-code platform enhances user engagement with your product by facilitating the creation of attractive onboarding guides that expedite user activation. It allows you to highlight new features through in-app announcements and interactive hotspots, making the onboarding experience feel seamless. By breaking down intricate onboarding processes into manageable steps, you can significantly boost user satisfaction and retention. Employees can also benefit from on-screen guides that help them navigate and utilize any software effectively. Furthermore, Eyelet aids in converting trial users into paying customers by providing interactive guides that lead new users through essential initial steps. By simplifying the onboarding journey, you can decrease the time taken for users to realize the value of your product. Additionally, Eyelet streamlines the feedback collection process, allowing you to gauge user sentiment through NPS surveys or tailored bots designed to suit your specific requirements, enabling data-driven decisions for product enhancement. Lastly, it helps eliminate customer frustrations by offering contextual product guides that provide timely assistance.

AcademyOcean is a smart LMS platform for employees, clients, and partners' training. It's a perfect toolkit to launch your Corporate University or product Academy. The most recent version of AcademyOcean works anywhere in the world. The product works the way you expect it to work. Simple and clear. You can launch your Academy without developers and designers. Your Academy is accessible from any device. Book a demo with an AcademyOcean expert to know how we can help your company!

Enhance client conversion rates, elevate user satisfaction, minimize fraud, and comply with regulatory requirements. Our solutions for Background Checks, Document OCR, and Face Matching streamline your processes, making them not only more secure but also up to ten times quicker. Clients provide a photograph of their driver's license (CNH) or identification card (RG), and we handle the rest. Utilizing OCR (Optical Character Recognition), we extract information from the document image and verify its accuracy against public databases. This entire process is automated, ensuring that your onboarding experience is not only faster but also more secure and seamless. By leveraging our advanced technology, you can focus on your core business while we manage the verification tasks efficiently.

Canyou is a platform based in Australia that specializes in automating small business processes to enhance workflow communication and efficiency. It allows organizations to gather and manage a variety of documents, forms, licenses, and certificates in a centralized location while integrating seamlessly with existing software applications. Notable features of the platform include the ability to handle both government and custom forms, facilitate document collection, provide e-signature capabilities, conduct identity verification, track licenses and certifications, and ensure data synchronization. Canyou is compatible with popular systems like Xero, MYOB, and Deputy, which enables businesses to maintain their established payroll and time-tracking systems without interruption. By automating the gathering and syncing of vital business data, the platform transforms traditional paper-based processes into digital formats and helps keep compliance documents up to date, thereby reducing the risks associated with regulatory compliance. Additionally, it provides intelligent templates for a variety of essential tasks, including employee onboarding, client onboarding, identity verification for clients, supplier integration, team training, and much more, thereby further simplifying operational workflows. This comprehensive approach not only enhances productivity but also promotes a more organized work environment for teams.

Every client has unique requirements and objectives, so why would you provide them with a one-size-fits-all onboarding strategy? With Arrows, you can customize, rearrange, and modify tasks within your templates for each individual client, ensuring that every plan is tailored to their specific needs. You have the flexibility to assign tasks to any member of your team or the client’s team, making it clear who is responsible for each deliverable. Instead of constantly reminding clients about overdue tasks, let Arrows take care of all the reminders, allowing your team to focus on being the strategic partner your clients truly need. Transition away from disorganized spreadsheets to a streamlined internal dashboard, where you can easily view clients with overdue tasks or those due today at the top, followed by other active clients. Interested in automatically generating an onboarding plan for each client? Or perhaps updating the CRM opportunity as onboarding progresses? That’s a breeze! Maintain momentum with the Monday morning heartbeat email, which provides a status update on the current phase of work, ensuring that everyone stays informed weekly. This approach not only enhances efficiency but also fosters stronger relationships with your clients.

With our cutting-edge, adaptable application and committed support team, we stand as the leading solution for meeting operational and compliance needs. Global RADAR excels in client onboarding, customer due diligence, and transaction monitoring. We simplify the process of account openings in a secure digital space, all while adhering to international regulatory standards and utilizing advanced analytics to validate client profiles effectively. The foundation of Global RADAR rests on four robust pillars: compliance, customer due diligence, document management, and watch list screening, along with transaction surveillance. Our approach not only enhances security but also fosters trust and efficiency in financial transactions.

Provide your clients with a completely digital onboarding process that guarantees peace of mind through a fully automated solution for regulatory compliance. Leverage cutting-edge technology driven by Artificial Intelligence to enable your customers to swiftly embark on their journey with you. We are eager to share insights on essential features like Document Processing, Identity Verification, Risk Profile Assessment, and KYC Workflow. Maintain your regulatory compliance throughout the entire lifecycle of your customers with an AI-powered automated solution. By ensuring continuous monitoring, you can easily meet stringent controls and support a robust financial ecosystem. Moreover, our offerings, including Risk Screening and Customer Due Diligence, streamline your operations and enhance efficiency. Experience a comprehensive digital document management system that is tailored for effective onboarding, remediation, and the management of customer file lifecycles. This tool strikes a harmonious balance between efficient, compliant, secure data management and an intuitive user experience, making it an invaluable asset for your organization. Ultimately, embracing this technology not only simplifies processes but also strengthens your compliance posture in an ever-evolving regulatory landscape.

Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.