Are the complexities of your fintech implementation costing you?
for Fintech
Are the complexities of your fintech implementation costing you?
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.
Trusted by the world's best fintech companies
Mint priceless customer relationships with delightful implementation journeys
Rocketlane helps your customer-facing teams deliver an implementation experience that is worthy of your modern fintech platform
Reduce the friction in fintech adoption
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.
Chart unique implementation roadmaps
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.
Become the chosen fintech provider
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.
Scale your services org with precision
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.
Why Customers Love Rocketlane
Rocketlane saves us hundreds of hours. Our customers are very appreciative of how transparent the onboarding process is for them. Seeing the whole outline of the journey laid out for them helps our customers to build trust with us.
Connie Lee
Strategy and Ops
120
Hours saved every month
Prior to Rocketlane, project timelines were very uncertain. It would take anywhere between 8-10 weeks to complete the implementation process for a customer. With Rocketlane, the time has come down to 4-6 weeks.
Adrianna Hardin
Director, Professional Services
50%
Improvement in project duration
When I look at the number of accounts an implementation manager could easily manage pre-Rocketlane and post-Rocketlane, we can see a really massive improvement there. Within two months, we’ve been able to accelerate time-to-value for our customers by 20%!
Céline Caux
Director, Professional Services
20%
Improvement in time-to-value
Rocketlane is shifting our customer onboarding experience into high gear; taking us from just task management to strategic delivery partner with greater visibility and collaboration on project activities, ultimately driving up CSAT.
Robert Block
Global VP, Professional Services
10%
Increase in average CSAT ratings
Three reasons why implementation projects are better on Rocketlane
Deliver more client projects with a lean team
Make your customer-facing teams more productive with project templates, workflow automation, and in-built document management
Collaborate effortlessly
with customers
Engage your customers with a self-serve portal, real-time collaboration, automated status updates, and
periodic CSAT surveys
Predict resource requirements and project timelines
Understand your team’s bandwidth, forecast demand for roles and resources, and make data-driven hiring decisions
consistency and Productivity
Get a headstart
on every project
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.
Templatize project plans
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.
Craft bespoke workflows
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.
Enhance your productivity
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.
customer experience
Create an engaging customer experience
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.
Keep customers accountable
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.
Simplify customer collaboration
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.
Communicate with clarity
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.
visibility
Optimize your resource utilization
Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.
Understand team bandwidth
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!
Predict resource requirements
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.
See how your team spends 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.
consistency and Productivity
Create an engaging customer experience
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.
Keep customers accountable
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.
Simplify customer collaboration
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.
Communicate with clarity
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.
visibility
Optimise your resource utilisation
Get complete visibility into resource availability and team bandwidth. Plan your project timelines and resource requirements accurately.
Understand team bandwidth
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!
Predict resource requirements
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.
Category leader on G2
96%
Ease of admin
#1
Ease of use
95%
Likely to recommend
Move your service delivery into the fast lane
Deliver projects on time and on budget. Collaborate with your team, partners, and customers. Without scope creep, stress, or missed goals.