Empower Your Digital Banking Journey with Whatfix.

Whatfix for Banking optimizes user adoption across all banking software applications, whether used by internal employees or customers, by providing seamless in-app guidance and self-service support. Enhance your banking operations with reduced loan processing times, improved compliance, and smooth transitions to digital platforms to deliver superior end-user experiences.

Benefits

Streamline Loan Processing with Analytics-Driven Insights

Reduce loan processing time and optimize credit memo creation process via end-user analytics and insights.

Enhance Loan Approval Efficiency

Reduce loan approval times with in-app Smart Tips and Field Validations to improve process compliance.

Facilitate Seamless Transition to Digital Banking with In-App Guidance

Effectively transition from legacy loan application to new digital banking platform with in-app guidance and real-time support

Elevate Customer Self-Service with Guided Assistance

Enable self-service for customers on its new online banking app with Self Help and in-app Tours

Features

In-App Guidance

Guide users through complex applications and processes with in-app Flows, Task Lists, Smart Tips, Pop-Ups, Launchers, and more – enabling end-users to learn in the flow of work wih product-led experiences.

Self Help

Enable end-users with Self Help, an in-app resource center that integrates with your existing knowledge repositories and support resources, providing contextual answers to user queries at the moment of need.

Surveys

Collect user feedback with in-app surveys on product experiences, Whatfix-authored in-app guidance, new application features & bugs, NPS, customer sentiment, training experiences, and more.

Guidance Analytics

Gather engagement and usage data on your in-app content built with Whatfix. See Task List completion rates, Flow dropoffs, Smart Tip views, common Self Help queries, and more.

Resources

Digital Banking Demo
Whatfix Intro Video
Whatfix Case Study

ESG & Enterprise Readiness Assessment Scores for Whatfix conducted by The Disruption House

CategoryAwardDate
Business Resiliency AccreditationLeaderNovember 2024
Sustainability AccreditationBuilderNovember 2024
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