Accelerate Digital Adoption for Better Lending Experiences
Empower your bank’s digital transformation by driving adoption of new lending experiences. Whatfix’s in-app training and self-service support experiences increases technology adoption across lending teams on popular digital banking platforms such as nCino, NCR, Q2, and more.
Deliver an exceptional borrower experience
Empower business borrowers to adopt new levels of digital convenience. Enable a self-service journey with interactive guidance across your loan portal, from origination to close.
Close more loans faster
Manage Relationships, understand user behaviors to identify friction points in your loan process. Create in-app guided experiences for loan officers, credit officers & underwriters to reduce loan processing time.
Navigate a complicated compliance landscape
As regulators implement more formal compliance structures, Whatfix creates guard rails at error prone areas that guides users on adhering to compliance.
Key features that are relevant for this solution
Easily toggle between multiple applications while managing end-to-end policy lifecycle processes for customer service and agents portal.
Reduce errors while processing policy and/or claims with just-in-time support.
Ensure that policy and customer data entered is compliant and in appropriate formats.
Easily convert in-app guidance created for logging customer questions and modifying policies into additional content formats such as videos or documents with auto-content reformatting.
By The Numbers
The Whatfix difference