Trusted partner of banking organizations 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.
See why customers love Whatfix
“Whatfix reimagines our training. It supports in-application guidance across any interface and platform. And it’s so easy to update materials that we can, at last, keep pace with the system changes. Looking back, Whatfix was one of the best decisions we have made.”
Abby Essing Sr. Manager, Operations Services at Renewable Energy Group, Inc.
“The problem with any system training is that it’s really hard to tailor training based on user roles. With Whatfix, you have the opportunity to instantly access information, rather than wait until a subject matter expert is available.”
Nichola Holdship People Development Manager at Acorn Recruitment
“The interactions with the Whatfix team immediately made it clear they were interested in being true partners and not just vendors offering a transaction engagement. If we are going to spend time and money with a vendor, we need to know we are on the same team, not working against each other.”
Ash Shepherd Chief Product Officer at NTEN
“Cybersecurity is vital – but it’s also vital to get it right. With in-app guidance, we can help the next generation of Sophos customers secure their future.”
Remi Preghenella Director of Product Documentation and Digital Adoption at Sophos
“Whatfix is the ideal DAP for agile, customer-centric insurance organizations like Sentry. The difference is that people love using Whatfix. You don’t need technical skills to create and deploy content, it’s packed with innovation, and we can integrate it quickly across almost our entire application portfolio.”
Colleen Behnke Learning and Performance Specialist, Sentry Insurance
“The in-system training is a game changer. Whatfix really helped us move the needle toward using more current and innovative training solutions. We strongly value innovation as an organization and that includes innovating the way we learn.”
Jill Busch Director of Learning and Development at Manpower
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.
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