Helpful Guide: Onboarding B2B Customers for Fintech Companies
New solutions seem to be released every day in the booming global financial market.
Guide your Employees & Customers with AI Powered Wisdom
With Compass your users can effortlessly navigate and excel within your digital ecosystem
Streamlined Workflows
Simplify complex processes and tasks with step-by-step walkthroughs. Create interactive guides that lead your team through even the most intricate procedures, ensuring consistency and reducing errors
Knowledge Articles at Your Fingertips
Build an extensive knowledge base that caters to both your internal team and your customers. Equip your staff with comprehensive resources and provide self-help options to your users.
Document Library
From user manuals to technical documentation, Compass enables you to onboard or train your users with polished content with ease.
AI-Powered Chat Assist
Take customer support to the next level with our intelligent chatbot. Powered by the insights from your walkthroughs, knowledge articles, and documents, our AI chatbot can provide instant, accurate assistance to users.
Exclusive Benefits
How Compass Works
The process - At the high level
Start your free trial
Compass Beta: Access for Free
Welcome to Compass Beta, your gateway to an innovative digital adoption and user assistance platform. We're thrilled to announce that during our beta testing phase, Compass is available to users at no cost, offering a unique opportunity to explore its capabilities.
- Limited Access, Limitless Potential: While in beta, Compass offers free access to a range of powerful features, although certain functionalities may have limitations.
- Join Our Community: Become a part of our user community and contribute to the development of Compass by providing valuable feedback and insights.
- Experience the Future of User Assistance: Try out Compass today and witness firsthand how it can enhance your user support and onboarding processes.
Please note: As we refine Compass based on user feedback, the platform may undergo updates and improvements. Your input is invaluable in helping us shape the future of Compass.
What’s new
Latest Blogs
What is Digital Adoption Strategy?7 key steps to develop a Digital Adoption Strategy
Digital adoption strategy is the foundation for successful digital transformation. It’s a comprehensive plan
5 Best SaaS Onboarding Software Solutions
Have you found onboarding your SaaS customers to be a tricky process? Ensuring that
Have a question?
Alex Martinez
In our beta phase, Compass is accessible to users without any charges, though there are usage limitations in place. Upon the official release of the final version, all beta users will seamlessly transition to the Compass free plan, retaining the same capabilities and usage restrictions. Furthermore, we're thrilled to offer exclusive discounts to our beta users should you choose to upgrade to one of our paid plans.
Compass offers two integration methods:
- Embed Compass seamlessly by adding a few lines of script to your application's header tag. This approach is ideal when you have ownership of the application you wish to enhance with Compass.
- Alternatively, deploy the Compass extension directly to your users' browsers. This option proves valuable when your infrastructure team has access to user systems, making it particularly beneficial for internal employee use.
The user interface is incredibly straightforward, making it accessible to virtually anyone, enabling them to effortlessly incorporate knowledge content within the application for their end users.
It's essentially a no-strings-attached scenario – when you register for the beta, there's no requirement to provide any credit card information. And once the full version is launched, beta users will seamlessly transition to the free plan. Therefore, you only need to provide credit card information if you choose to subscribe to a paid plan.
While we don't have an exact date, we are in the final phase of development, so you can expect it to be available before March 2024. However, it's worth noting that there's a good chance it will be ready well before that time.
