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.
Extract Maximize ROI From Your Banking Software Investments
Enable banking professionals and account holders 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.
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.
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.
Whatfix Platform
Accelerate Adoption, Scale ROI.
Drive success across the entire software lifecycle. Prepare users before launch, support them with live guidance, and continuously optimize for maximum impact.
Pre-Go Live
Mirror
Create replicate app environments for hands-on training and AI roleplay.
Explore Mirror →
Real-Time Guidance
DAP
Support users in the flow of work with in-app guidance and AI self help.
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Post-Launch
Analytics
Analyze how users engage with applications and launch targeted interventions.
Explore Analytics →
Banking Software Clicks Better With Whatfix
See why banking and financial institutions choose Whatfix as their digital adoption partner.
No-code content
editor
Effortlessly create and maintain contextual in-app guidance across any application with a true no-code editor, matching content to your brand identity without relying on development resources.
Unified approach to digital adoption
Bridge the gap between learning and doing. Whatfix is the only DAP that pairs in-app guidance with application simulation, enabling teams to build hands-on sandboxes that acclerates proficiency, improves skills, and accurately assess readiness.
Cross-application workflow support
Whatfix’s open ecosystem supports cross-app processes, guiding users across systems without disruption. This eliminates friction in complex workflows and ensures seamless full-stack adoption.
Customer services that drive outcomes
Whatfix combines dedicated enablement support, author training, technical support, and customer success frameworks to help teams accelerate adoption, scale effectively, and prove ROI.
Trusted by Enterprises.
Loved by Users
64%
faster time-to-value on digital investments.
67%
higher ROI on enterprise software.
37%
higher user proficiency after 3 months.
72%
increase in overall user productivity.
49M
end-users enabled with Whatfix in-app guidance.
Now our new customers are fully engaged – on day one. The Whatfix Platform allows us to save significantly on operations and services. It’s now a cornerstone of our customer acquisition and engagement strategy.
Kalyana Sritharan
Security & Compliance
Your Security Is Our Priority
As a Digital Adoption Platform provider, we must stay aware of regulatory requirements for data. Whatfix’s compliance team ensures our data handling practices meet these requirements.
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.
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
Whatfix FAQs
Don’t see your answer? Send a message to our live chat, we’d be happy to help!
Whatfix helps frontline and back-office banking employees adopt complex applications by embedding role-based guidance, self-service support, simulations, and analytics inside the workflows they perform. Teams can support adoption across core systems, lending platforms such as nCino, CRM, and other enterprise applications. Users receive assistance while working, helping banks shorten time-to-proficiency and reduce dependence on repeated classroom training and application-support teams.
Whatfix Product Analytics can identify where loan officers and underwriters slow down, deviate from the preferred journey, or abandon steps, while Flows and Smart Tips reinforce a more efficient process. In one nCino use case, underwriting time fell from an average of 4 hours and 8 minutes to 1 hour and 12 minutes, an improvement of more than three hours per user.
Whatfix can embed required steps, policy reminders, validation guidance, and process updates inside KYC, AML, lending, and other regulated banking workflows. Users receive current guidance at the point of action, reducing dependence on memory. In one nCino loan-process use case, improved process compliance produced $150,000 in savings while helping the bank reduce documentation errors and support faster loan approvals.
Whatfix helps prevent common banking-process errors with Smart Tips, guided workflows, and contextual support before mistakes create rework or tickets. In one nCino implementation, a simple in-app intervention reduced duplicate loan applications by 82% within 45 days. Self Help can also resolve routine process questions inside the banking application, reducing dependency on support teams while keeping employees focused on customer and operational work.
Whatfix help banks measure application usage, process completion, friction, feature adoption, and guidance engagement across lending and banking journeys. Leaders can connect these signals with loan cycle time, process errors, compliance, support volume, proficiency, and system utilization. This allows banks to evaluate technology value through operational outcomes such as cycle time, error reduction, compliance, and sustained system use.
Software Clicks Better With Whatfix
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.