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Boost User Adoption by 40%
In-app guidance. AI-powered workflow support. App usage analytics.
Whatfix Named a Leader in The Forrester Wave™: Digital Adoption Platforms, Q4 2024 Read the full report now →
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.
Enable banking professionals and accountholders with in-app guidance and proactive self-support to drive business outcomes.
Workflow Optimization
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.
In-App Guidance
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.
Embedded Support
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
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.
See why banking and finacial institutions choose Whatfix as their digital adoption partner.
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.
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.
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.
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.
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.
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.
Kalyana Sritharan
Reduction in online banking portal support tickets.
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.
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 why Forrester named Whatfix a leader in its most recent Forrester Wave™ report.
BEST-IN CLASS SOLUTIONS
With the AI-powered Whatfix DAP, you can create in-app guidance, support users in the flow of work, and analyze application usage.