Deepens Focus on Financial Services, Anchored on Proven Results, Dedicated Vertical Team, and AI-Powered Product Suite.
Trusted by the World’s Leading Financial Services Institutes Such as Sentry Insurance, Grant Thornton, Mizuho, Ria Financial Services, MONTAIN AAREDITA CREDIT UNION, ICICI BANK LIMITED Mutual, Encova Insurance, and Select Health
WhatfixThe Global Leader in Digital Adoption Platforms (DAP), Is Accelerating Transforms Across the Global Financial Services Sector with its proprietary genai-Powered Product Product. As Financial Services Institutes Worldwide Face Mounting Regulatory Pressures, Legacy Modernization Challenges, and Rising User Expectations, Whatfix is Empoining Them to Navigate Change to NAVIGATE CHE SINGETE CHAITH NAVINGATE CHE SITHATE CHE SITHATE CHE SINGETE CHE SITH SITH Control, while Driving Measurable Improvements in Productivity and Roi.
Only 58% of Banking Leaders Feel Confident in their ability to modernize core systems, according to bain and company’s 2024 banking trends survey. While 43% Cite Investing In New Technologies as a Top Priority, The Primary Focus for Bank CIOS Over the Next 12 months is managing cybersecurity and technology troubles. These indicators underscore the complexity of digital transformation in financial services and the growing need for scalable, secure, secure, and user-focused solutions.
Whatfix Directly Addresses these challenges through its product suite, comprising three powerful tools: digital adoption to enable users Right withware, no-code analystics to us And Resolve Adoption Gaps, and Application Simulation for Safe, Hands-On Learning in Software Replicas, All Powered by Genai.
,In Financial Services Institutes, Where Accuracy, Speed, And Compliance are non-negotiable, Whatfix Empowers these institutions to transform with confidence“Said Khadim Batti, CEO and Co-Founder of Whatfix. ,We believe userization-potting users at the center of transformation- is the key to real change. Our Genai-LED Platform is delivering this across some of the world’s most demanding financial environments,
Genai-LED Enablement at Scale
Top Financial Services Institutes Across 40+ Countries Globally Trust Whatfix’s AI-Powered Product Suite to Scale Digital Transformation. Whatfix Empowers Financial Services Institutes by Embedding Real-Time, Contextual Guidance Within Mission-Critical Platforms Such as Core Banking Systems, InsurationCe Policy and Claims Managament Software, Wealth Management Platforms, Loan Origination Systems, Investment Advisory Portals, CRM, Customer Tools, and Complaniece Systems.
As the Industry Evolves, Whatfix is enabling users to complete tasks faster, smarter, and with less friction. Whatfix’s Genai Capabilites are integrated access the entrero user journey, from transformation planning to in-face enablement and ongoing Progression. Whatfixs Proprietary Genai Agents Power Intelligent Content Creation, Insight Generation, and Adaptive User Support, Delivering Personalized Experiences and Driving Consistency at SCALE.
With ai as a multiplier, whatfix is laying the foundation for a system of intelligence and action, Empowering Financial Services Institutions Institutions to Go Beyond Fragmented Point tools and Toward Unified, INTILIGED Execution that delivers real results.
Use cases span,
Standardized Execution of Critical Workflows, Including KYC Reviews, Anti-Money Laundering (AML) Checks, and Internal Controls
Regulatory-Readness for Mandates Such as Swift Iso 20022, Basel III, and Local Jurisdictional Reporting
Rapid Deployment of Policy or Regulatory Changes, Including Credit Underwriting Policies, Interest Rate Adjustments, and Product Supeability Guidelines
Accelerated Onboarding of Relationship Managers, Credit Analysts, and Loan Officers, Reducing Time-To-Productivity Across COROSS CORPORATE CORPORATE BANKING Operations
Role-based, self-guided training programs for geographically distributed and multilingual teams
Enhance Customer Experience Account the Customer Portal, Making the Experience Smoth, Agile, and Rewarding.
Redefining Results for Financial Services Institutions
Over 75% of our Financial Services Customers Are Large Enterprises and Fortune 500 Leaders who relay on Whatfix to Accelerate Transformation, Drive Adoption, and Reduce Risk at SCALE.
Whatfix has Empowered Financial Institutions to achieve as high as,
84% reduction in onboarding and training time for digital and payment platforms
$ 1,000,000 in Annual Cost Savings Through Improved Compliance and Self-Service
10x Roi from Growth in Loan Processing and Operational Efficiency
88% User self-surfffiency, resulting in a
45-60% Reduction in Support Queries and
50% boost in user production
Leading Financial Institutions are Alredy Seeing Impact,
Colleen behnkeLearning and performance specialist at Sentry InsuranceSays, “Although the workday dap by whatfix has only been live for a few months, we’re achieving 94% User Engagement and 91% Self Help Search Success. This Accelerated Proficency ENSURERERES we Capitalize Faster on the Great WorkDay Attributes: Employee Engagement, Streamlined People Processes, and Improved Collection Cross the Organization,
,We were evaluating“Said Hein pietersHead of Adviser Solutions at Old Mutual,The willingness of the people at whatfix to come togeether and make it work was a differentce-maker.,
,I’ve been in charge of whatfix at my company for two years, and their customer service is unmatched“Said Michelle WarsingSenior Instructional Designer at a Leading Us-Based Financial Services Firm. ,I appreciate the ease of use and the support we receive when implementing new applications,
Powering Vertical Growth with Strategy and Genai
In 2020, Whatfix Launched Its Industry Strategy With Insurance, One of the Most Complex and Regulated Sectors. Over the next four years, the company achieved 80% Year-Over-Year Growth in New Customer Logos, Reflecting Strong and Sustained Demand. This Momentum Translated Into A Net Revenue Retention (NRR) of 112% in 2025, Underscoring Consentant Customer Expaniation and Long-Term Value. Building on this success and rising Enterprise Demand Across North America and Emea, Whatfix Expeded Its Financial Services FootPrint to Including to Include to Including, and Wealth Management. In Parallel, the company Deepened its presence in the public sector, life science, and pharma industries, accelerating digital transformation at scale.
Today, Whatfix is at the Forefront of an industry-firist go-to-market strategy, LED by Vipul Gupta, Head of Revenue Operations and Industry Strategy. A long-time Whatfix Leader, Vipul Began His Journey as Director of Digital Marketing and Went on to Lead Global Marketing. As a data-driven, tech-focused leader, he now drives the company’s global revival operations and vertical strategy.
To Further Support Enterprise Transformation, Whatfix recently introduced a suite of genai agents designed to drive digital as well as well as ai adoption in the flow of work. The company’s market leadership continues to be validated by top-tier analyst reconditions across gartner, forrester, idc, and Everest group reports on DAP and Product Analytics.
About Whatfix
Whatfix is advancing the “userization“Of Application Technology, by Empowering Companies to Maximize The Roi of Digital Investments Across the application lifecycle. Powered by genai, Whatfix’s Product Suite Includes APOTEE Adopes Platform, Simulated Application Environments for Hands-On Training, And No-Code Application Analytics. User Experience of Internal and Customer-Facing Applications. Fortune 500s Like Shell, Schneider Electric, And UPS Supply Chain Solutions. Cisco Investments, Software Clicks With Whatfix.
For more information, visit the Whatfix Website.
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