Complex regulatory flows, skeptical users, and zero margin for error. Here's what changes when you add Guidez.
From first signup to power user — Guidez guides your customers through every critical milestone.
Step-by-step guidance through document upload, selfie capture, and liveness checks. Proactively address "is this safe?" and "why do you need this?" — before users abandon.
Guide business owners through EIN submission, beneficial ownership disclosure, and document requirements with tooltips and checklists that make complex compliance feel simple.
Walk users through Plaid, open banking, or manual routing/account number flows. Answer "is linking safe?" before users even think to ask — with proactive in-app messaging at exactly the right moment.
Guide users through physical or virtual card activation and drive their first transaction — the single most predictive activation event for long-term fintech retention.
Drive users to send their first P2P transfer, bill payment, or investment deposit with guided checklists that celebrate each milestone and reduce decision paralysis.
For neobanks and payroll platforms, guiding direct deposit setup is the highest-retention activation event. Guidez makes it a 3-click experience with contextual help at every step.
Communicate terms changes, new regulations, or required re-verification using targeted in-app banners with tracked acknowledgment — fully auditable for compliance teams.
Show contextual upgrade nudges when verified users hit limits — or surface premium features like savings vaults, crypto trading, or investing at exactly the right moment in their journey.
Guidez runs as a UI overlay — it never touches your financial data, payment flows, or core infrastructure.
Guidez renders as an overlay on your existing UI. It does not proxy, intercept, or modify your core application flows, financial transactions, or API calls.
Guidez only receives user identifiers and attributes you explicitly pass via identify(). No financial data, account numbers, or payment details are ever stored or transmitted.
Full publishing history, user acknowledgment tracking for regulatory notifications, and role-based access controls — so your compliance team has the visibility they need.
Guidez supports data deletion requests, consent management, and user-level data export. Compatible with GDPR, CCPA, and FCA consumer duty frameworks.
Set approval workflows so compliance-sensitive announcements (regulatory notices, terms changes) require sign-off before going live — with a full approval audit trail.
Security questionnaires, penetration test summaries, and compliance documentation available on request for enterprise infosec reviews. Contact security@guidez.io.
"We went from 71% KYC abandonment to 31% in 8 weeks. We didn't change our KYC vendor, our flow, or our engineering. We just added Guidez and let it guide users through what was already there. The ROI was instant."
Fintech products combine three friction sources that don't exist in other SaaS categories: regulatory complexity (KYC, ID verification), user skepticism about sharing sensitive financial and identity data, and long multi-step flows with no guidance. Industry studies report 40–75% abandonment during account opening. Structured in-app guidance addresses all three at once.
Yes. Guidez is a UI overlay — it doesn't store financial data, process payments, or intercept API calls. It only processes user identifiers and attributes you explicitly pass. GDPR deletion requests, consent management, and user data export are all supported. SOC 2 documentation available on request.
Yes. Pass properties via identify() — kyc_status, verification_tier, account_type, funding_status — and use Guidez's segmentation engine to show the right tour, checklist, or banner to each user state automatically.
Guidez reduces KYC abandonment by providing step-by-step contextual guidance at each verification stage, proactively answering "is this safe?" and "why do you need this document?" before users abandon, and deploying an AI Guide that answers compliance questions in real time — all without requiring a support ticket or human intervention.
Guidez natively integrates with Salesforce, HubSpot, Segment, Amplitude, Mixpanel, Intercom, Zendesk, Slack, Jira, and 11+ more. Tour completion events and NPS scores sync to your CRM automatically — giving your CS and sales teams full visibility into every user's onboarding progress.
The initial JS snippet takes 15–30 minutes. Your product and CS teams can then build and publish their first KYC guidance flow in under an hour — using the Chrome extension or AI tour generator. No further engineering involvement is required.
Explore related pages