Trusted partner of banking organizations and financial institutions
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 accountholders 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.
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.
Banking Software Clicks Better With Whatfix
See why banking and finacial institutions choose Whatfix as their digital adoption partner.
Designed for the demands of regulated banking
Whatfix meets the high standards of the banking industry with enterprise-grade security, self-hosting options, and multilingual support. It easily scales across global, regional, and local banks for a seamless experience.
AI-powered solutions for accelerated time-to-value
Use AI to streamline content creation, pinpoint user friction, and speed up onboarding on platforms like Salesforce and Finastra. Achieve results efficiently—without overloading your support teams.
Customized support for every banking role
Provide role-specific guidance to relationship managers, credit analysts, operations staff, and branch teams. Reduce training time, improve accuracy, and ensure compliance — all without disrupting daily work.
Seamless deployment across all banking systems
From core banking platforms and CRMs to risk management tools and custom applications, Whatfix integrates effortlessly to ensure smooth adoption across your entire banking tech ecosystem—regardless of vendor or deployment model.
Unified omnichannel experience
Deliver seamless banking experiences across branches, back-office systems, and mobile platforms—even in low-bandwidth or offline environments. Whatfix ensures consistency at every customer and employee touchpoint.
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 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
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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