Power Frictionless Banking Transformation & Drive User Adoption

Modernize core banking systems and enable faster digital transformation. Whatfix empowers your teams with intuitive in-app guidance that reduces errors, accelerates adoption, and boosts productivity across all your banking software.

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Trusted partner of banking organizations and financial institutions

Extract Maximize ROI From Your Banking Software Investments

Enable banking professionals and accountholders with in-app guidance and proactive self-support to drive business outcomes.

Workflow Optimization

Maximize digital adoption and unlock ROI from your banking tech stack

Your banking systems are a big investment—maximize their value. Whatfix helps frontline and back-office teams easily navigate complex tools, reducing support tickets, cutting training costs, and streamlining workflows like loan origination, customer onboarding, and compliance.

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In-App Guidance

Streamline loan turnaround times for commercial lending

Speed up lending workflows with Whatfix. Integrated with platforms like nCino, Finastra, and AI copilots, Whatfix provides in-system guidance to help loan officers complete any process faster and keep your pipeline moving—without extra overhead.

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Embedded Support

Minimize compliance risks in critical banking processes

Compliance doesn’t have to slow your teams down. Whatfix streamlines regulatory processes like KYC and AML with timely, contextual support. The result? Audit-ready operations, lower risk, and more confidence in meeting regulations.

The Whatfix Platform

Analyze. Create. Engage.

Whatfix is an AI-powered, pure-play digital adoption provider. Trusted by 700+ organizations, Whatfix strives to make technology user-centric, rather than making people technology proficient, with its line of products.

Digital Adoption Platform

Engage users in the flow of work and eliminate task friction with contextual in-app guidance and embedded workflow support.

Mirror

Easily create sandbox environments of web applications to provide hands-on user training in a risk-free environment, accelerating time-to-proficiency.

Product Analytics

Analyze how users engage with applications, tasks, and workflows with no-code event tracking for a data-driven approach to digital adoption.

Banking Software Clicks Better With Whatfix

See why banking and finacial institutions choose Whatfix as their digital adoption partner.

Designed for the demands of regulated banking

Whatfix meets the high standards of the banking industry with enterprise-grade security, self-hosting options, and multilingual support. It easily scales across global, regional, and local banks for a seamless experience.

AI-powered solutions for accelerated time-to-value

Use AI to streamline content creation, pinpoint user friction, and speed up onboarding on platforms like Salesforce and Finastra. Achieve results efficiently—without overloading your support teams.

Customized support for every banking role

Provide role-specific guidance to relationship managers, credit analysts, operations staff, and branch teams. Reduce training time, improve accuracy, and ensure compliance — all without disrupting daily work.

Seamless deployment across all banking systems

From core banking platforms and CRMs to risk management tools and custom applications, Whatfix integrates effortlessly to ensure smooth adoption across your entire banking tech ecosystem—regardless of vendor or deployment model.

Unified omnichannel experience

Deliver seamless banking experiences across branches, back-office systems, and mobile platforms—even in low-bandwidth or offline environments. Whatfix ensures consistency at every customer and employee touchpoint.

Customer-centric approach

Our digital adoption experts help you drive outcomes, from dedicated onboarding, post-deployment content author training, 24/5 support, our customer community, and Center of Excellence.

See why customers love Whatfix

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WHITEPAPER

How Digital Adoption Drives Outcomes in the Banking Sector

Learn how to modernize banking services and maximize ROI from digital banking by supporting banking employees and customers with in-app guidance and proactive user support.

BLOG

Digital Transformation in Banking & Financial Services: Trends to Watch

See how banking organizations and financial service companies are driving business outcomes by transformation core business processes and operations – and how to accelerate digital ROI.

Read the article now → 

REPORT

The Forrester Wave™: Digital Adoption Platforms, Q4 2024

Read why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.

Get the Forrester Wave report → 

BEST-IN CLASS SOLUTIONS

Recognized by
industry leaders

Software Clicks Better With Whatfix

With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.

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