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What is iStart?

We excel in challenging limits across all our projects. Our drive is fueled by the ambition to transform your business, as your achievements are intricately linked to ours. We develop outstanding platforms tailored to support this change. Would you like to arrange a meeting to explore potential improvements? You can experience swift Digital Customer Onboarding in mere minutes! Remarkably, 56% of wealth managers indicate that traditional customer onboarding processes can take up to four weeks. iStart provides a fast, effective, and stress-free onboarding experience. Maintaining a uniform customer onboarding process is vital for your business! We believe your energy should be directed towards activities that attract customers, while automating supportive processes. Presenting our Digital Customer KYC and Onboarding Platform! iStart is a state-of-the-art digital onboarding solution featuring smart automation capabilities. Our platform enables banks, insurance firms, and various financial institutions to effectively register and manage their clients online, leading to improved operational efficiency. This smooth integration not only conserves time but also significantly boosts customer satisfaction. Furthermore, with our innovative approach, you can stay ahead of the competition and better meet the evolving needs of your clients.

What is GuideCX?

GuideCX® serves as both a client implementation and onboarding platform, facilitating the invitation, guidance, and engagement of customers and internal teams through a clear process that maximizes value. Making a positive first impression is essential, as effective and transparent client onboarding plays a vital role in showcasing your organization in the best possible light. By ensuring a seamless transition for new clients, businesses can foster lasting relationships and trust from the very beginning.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

iSolve Technologies Europe

Date Founded

2004

Company Location

Netherlands

Company Website

isolveglobal.com

Company Facts

Organization Name

GuideCX

Date Founded

2017

Company Location

United States

Company Website

www.guidecx.com

Categories and Features

Categories and Features

Project Management

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

Popular Alternatives

Popular Alternatives