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Financial Software Solutions

The #1 Client Onboarding / Implementation Platform for Fintech

Accelerate time-to-value and maximize NRR

Combine the best product management capabilities with an elegant interface that increases engagement and productivity

Make client projects predictable and consistent

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or Sign up for a free trial

“Rocketlane drives consistency in our execution, helping us deliver value faster, increasing retention and reducing avoidable churn. Our teams love the breadth of capabilities and product vision.”

Krish Subramanian

Co-Founder & CEO,
Chargebee

Customer Onboarding Software at its Best

Accelerate time-to-value and maximize NRR

Purpose-built for onboarding, with an elegant, easy to-use interface that leverages technology to increase productivity

Everything you need and everything your customers want

Book a demo

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Customer Onboarding Software at its Best

Accelerate time-to-value and maximize NRR

Purpose-built for onboarding, with an elegant, easy to-use interface that leverages technology to increase productivity

Everything you need and everything your customers want

Book a demo
Used by companies worldwide

Advanced project management capabilities + collaboration + communication = Success

Visibility

Get the features and the powerful reporting you need to hit your goals every time

Predictability

Improve efficiency (internal and external) throughout  the implementation process

Accountability

Deliver a modern client experience  with advanced collaboration features to ensure joint success

VISIBILITY

Shorter time-to-value

Total visibility in real time

Identify bottlenecks to continually optimize and deliver a better client experience

Secure client portals

Guide and engage customers to complete tasks faster with onboarding portals white-labeled for your brand

Custom views based on user level (some with no login required)

Book a demo

Predictability

Increase efficiency

Create playbooks and templates, then reuse to save time and make sure all clients have a first class experience

Automate updates, tasks, reminders, and more

Advanced capabilities

World-class integrations with productivity tools, CRM systems and customer success platforms

Built-in collaboration tools and timeline views keep everyone informed and on track

Book a demo

Accountability

Always know where you stand

Advanced reporting (including ongoing CSAT)

Resource and time management tracking

Two-way accountability

Use the platform to clearly set expectations, both internally and externally

Intuitive, easy-to-use interface and 24/7 status updates improve transparency and collaboration

Book a demo

Collaboration

Customer-facing onboarding portal

Productivity tools (Slack, Jira, etc.)

Guide and engage customers to complete tasks faster with a customer portal white-labeled for your brand

Custom views based on user level (some with no login required)

Customer-facing onboarding portal

Productivity tools (Slack, Jira, etc.)

Guide and engage customers to complete tasks faster with a customer portal white-labeled for your brand

Custom views based on user level (some with no login required)

Book a demo

Meet some of our customers

We have hundreds of happy customers worldwide (98% of our ratings on G2 are 5-star).  Here are a few that have shared their experiences with us.

Jirav needed a tool to make their onboarding and implementation process more transparent, accelerate time-to-value, and improve overall efficiency

GoCardless needed a tool to accelerate their customers' go-live journeys while giving them visibility into the progress of each project

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Clari wanted to move from basic project management to true onboarding

“Rocketlane helps us deliver more for less, taking us from just task management to strategic delivery with greater visibility and collaboration on project activities, ultimately driving up CSAT.”

Robert Block

Group Vice President of Professional Services & Customer Support, Clari

Read their story

Rocketlane is a leader in Professional Services Automation on G2
Rocketlane is a leader in Professional Services Automation on G2
Rocketlane is a leader in Professional Services Automation on G2

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.

Try for freeBook a demo

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