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.
End-to-end adoption platform, across the application lifecycle
Financial Services Transformation Clicks Better with Whatfix
See why leading financial services 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.
We were evaluating other DAP vendors, but the engagement with Whatfix was unreal; we just hit it off. The willingness of the people at Whatfix to come together and make it work was a difference-maker
Hein Peters
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 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
In-app guidance. Hands-on simulations. Actionable analytics. One unified, AI-powered platform to drive adoption and maximize ROI.