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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 →
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 your financial service teams and wealth managers with contextual in-app guidance and real-time support to drive user adoption and maximize technology ROI.
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.
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.
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
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 leading financial services choose Whatfix as their digital adoption partner
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.
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.
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.
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.
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.
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.
Hein Peters
Reduction in online portal support cases from its financial advisors
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.