Trusted by leading banking and financial institutions
Empower Financial Professionals to Master Complex Systems
Whatfix simplifies the adoption of sophisticated financial platforms—enabling advisors, agents, and analysts to work more efficiently, reduce compliance risk, and adapt confidently to evolving regulatory and market conditions.
Enable Peak Performance Across the Financial Software Lifecycle
Enable your financial service teams and wealth managers with contextual in-app guidance and real-time support to drive user adoption and maximize technology ROI.
Drive operational excellence across regulated financial workflows.
Deliver contextual, role-based experiences in platforms like eBusiness Forms, Salesforce Finance Cloud, and core banking systems. Reduce manual errors, support compliance with evolving regulations, and improve time-to-proficiency for teams handling critical financial workflows in high-stakes environments.
Customized solutions for every financial services segment
Whether enabling analysts in asset management, empowering advisors in wealth management, rolling out AI copilots, or digitizing processes in private banking, Whatfix provides scalable, in-app guidance, workflow analytics, and simulations to boost performance and software ROI—long after initial onboarding.
Maintain consistent adoption as financial systems evolve
As platforms like investment tools and insurance CRMs continue to change, Whatfix ensures continuous employee enablement through in-app guidance and proactive reinforcement. Eliminate retraining cycles and drive long-term value by helping teams stay productive through every system upgrade and feature rollout.
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.
Financial Services Transformation Clicks Better with Whatfix
See why leading financial services choose Whatfix as their digital adoption partner
No-code content editor
Streamline process updates and training workflows—no IT support needed. Empower teams to deliver timely guidance across systems like Salesforce Finance Cloud, eForms, and CLM platforms, speeding up key initiatives.
Scalable, role-based guidance
Provide tailored guidance for wealth advisors, relationship managers, underwriters, and compliance analysts. Simplify onboarding, ensure compliance, and drive consistent performance across offices and remote teams.
Proactive self-support for advisors and clients
Enable front-office teams and customers to handle complex workflows independently—whether onboarding, submitting forms, or managing self-service banking. Cut support requests while increasing user satisfaction.
AI-powered
Use generative AI to streamline content creation, automate tasks, and deliver real-time insights. Boost productivity in wealth management, lending, and compliance with intelligent solutions.
Cross-platform and mobile integration
Whatfix effortlessly integrates with both legacy CRMs and modern cloud-based platforms, supporting hybrid deployments and mobile use cases across wealth management, insurance, and asset management industries.
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.
We were evaluating other DAP vendors, but the engagement with Whatfix was unreal; we just hit it off. The willingness of the people at Whatfix to come together and make it work was a difference-maker
Hein Peters
33%
Reduction in online portal support cases from its financial advisors
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 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.
REPORT
The Forrester Wave™: Digital Adoption Platforms, Q4 2024
Read why Forrester named Whatfix a leader in its most recent 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.