Top-rated client onboarding solutions for financial services

Hi all! I’m currently exploring client onboarding solutions tailored for financial services organizations. We’re looking for a platform that combines security, transparency, and automation—especially since onboarding in finance often involves sensitive data, regulatory compliance, and multiple handoffs between teams. Ideally, we need something that keeps clients informed while reducing manual follow-ups. These are the platforms I’ve been reviewing based on G2 ratings and feedback:

Rocketlane: Built for collaborative client onboarding, Rocketlane offers shared workspaces, project templates, and progress tracking—great for financial teams managing complex implementations. I'm curious to know if anyone’s used it for client onboarding that includes compliance checkpoints or multi-department signoffs.

GUIDEcx: Known for its client-facing transparency, GUIDEcx provides secure communication, task tracking, and automated reminders. Has anyone found its permission-based workflows useful for financial data-sensitive projects?

ChurnZero: Integrates onboarding automation with customer success metrics. It’s interesting for financial institutions wanting visibility into onboarding progress and client health from the start—wondering if it scales well for enterprise-level teams.

Moxo: Focused on secure client collaboration, Moxo supports document approvals, e-signatures, and audit-ready communication. It looks promising for firms needing controlled, compliant interactions during onboarding.

EverAfter: Enables financial teams to create branded client portals with progress dashboards and resources—useful for improving client visibility and reducing back-and-forth during account setup.

If your financial services team has implemented any of these, I’d love to hear what worked best for balancing security, transparency, and efficiency. Did the platform help shorten time-to-value or improve client satisfaction during onboarding?