for Fintech
Customers can get overwhelmed by the complexities of implementing a new fintech platform. With Rocketlane, you can deliver a friction-free implementation journey that inspires confidence in your new customers.
Sharing complex data sets, building custom integrations, etc. can overwhelm customers. You need a tool that puts your customers at ease to navigate the complexities of fintech adoption.
Each customer presents different challenges and opportunities. Your team needs a platform that lets them craft implementation journeys tailor-made for every customers’ unique needs.
As your customers’ needs scale in complexity, you can cross-sell more offerings. A rock-solid implementation experience makes future expansion conversations a lot easier.
As your Professional Services (PS) team scales, they will need visibility into resource bandwidth, role requirements, and insights to drive hiring decisions to expand the team.
Connie Lee
Strategy and Ops
Adrianna Hardin
Director, Professional Services
Céline Caux
Director, Professional Services
Robert Block
Global VP, Professional Services
Make your customer-facing teams more productive with project templates, workflow automation, and in-built document management
Engage your customers with a self-serve portal, real-time collaboration, automated status updates, and
periodic CSAT surveys
Understand your team’s bandwidth, forecast demand for roles and resources, and make data-driven hiring decisions
Take the heavy lifting out of day-to-day project execution with Rocketlane’s advanced templating capabilities. Be it project plans, documents, forms, or status updates - create once, and reuse them any number of times.
Set up project templates for different customer types, and save hours for your team every week. With reusable templates, you can create a project plan with phases, milestones, tasks, boilerplate documents, and forms in just a few clicks.
Use customer attributes to trigger custom execution pathways with Dynamic Templates. You can automate the creation of phases, tasks, forms, et al based on conditional logic. This means you can create customized project plans for a wide spectrum of customers on the fly.
Codify the context of your customer’s fintech implementation into reusable task templates, and fast track your way to implementing additional modules. Merge multiple templates to create the perfect project plan to accelerate every expansion conversation.
With an easy-to-access, self-serve customer portal, Rocketlane helps you deliver on customer-centricity. Make customers feel invested in their implementation journey for a delightful project delivery experience.
Your customers need to do their share of the heavy lifting in implementing a SaaS platform. With the Rocketlane Customer Portal, customers know what tasks they need to complete, which documents they need to share, and what approvals are pending on them.
Have real-time discussions with your customers around tasks and projects on Chat, share-edit-upload documents using Spaces, and collect all the necessary information and approvals with built-in forms. Make sure every implementation project keeps rolling along smoothly.
Share status updates summarizing what you accomplished, send timely reminders about task deadlines, and standardize your communication with templates. In addition to that, you can push project updates directly to your customers’ Slack workspace with our native integration.
Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.
Get to know who on your team is available to take on projects, who is occupied, and when they will be available. Make the most of your available resources, and avoid burn out for your team members!
Understand the demand for different roles from projects across your pipeline, and predict when you are likely to face a resource crunch. Use these insights to make accurate hiring decisions ahead of time.
Find out where your team spends their time - Are they executing billable tasks on customer projects? Are administrative tasks eating into their bandwidth? Analyse time sheets and take corrective measures on time.
With an easy-to-access, self-serve customer portal, Rocketlane helps you deliver on customer-centricity. Make customers feel invested in their implementation journey for a delightful project delivery experience.
There’s a lot that’s banking on your customer in a fintech implementation. With the Rocketlane Customer Portal, customers know what tasks they need to complete, which documents they need to share, and what approvals are pending on them.
Have real-time discussions with your customers around tasks and projects on Chat, share and edit documents using Spaces, and get all the necessary information and approvals using built-in forms.
Share status updates summarising what you accomplished, send timely reminders about task deadlines, and standardise your communication with templates. In addition to that, you can push project updates directly to your customers’ Slack workspace with our native integration.
Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.
Get to know who on your team is available to take on projects, who is occupied, and when they will be available. Make the most of your available resources, and avoid burn out for your team members!
Understand the demand for different roles from projects in your pipeline, and predict when you are likely to face a resource crunch. Use these insights to make accurate hiring decisions ahead of time.
Ease of admin
Ease of use
Likely to recommend
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.
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