Digital Banking

Accelerate Digital Adoption for Better Lending Experiences

Empower your bank’s digital transformation by driving adoption of new lending experiences. Whatfix’s in-app training and self-service support experiences increases technology adoption across lending teams on popular digital banking platforms such as nCino, NCR, Q2, and more.

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Use Cases/Benefits

Deliver an exceptional borrower experience

Empower business borrowers to adopt new levels of digital convenience. Enable a self-service journey with interactive guidance across your loan portal, from origination to close.


Close more loans faster

Manage Relationships, understand user behaviors to identify friction points in your loan process. Create in-app guided experiences for loan officers, credit officers & underwriters to reduce loan processing time.


Navigate a complicated compliance landscape

As regulators implement more formal compliance structures, Whatfix creates guard rails at error prone areas that guides users on adhering to compliance.



Key features that are relevant for this solution


Easily toggle between multiple applications while managing end-to-end policy lifecycle processes for customer service and agents portal.


Self Help

Smart tips

Reduce errors while processing policy and/or claims with just-in-time support.


Data validation

Ensure that policy and customer data entered is compliant and in appropriate formats.


Multi-format content

Easily convert in-app guidance created for logging customer questions and modifying policies into additional content formats such as videos or documents with auto-content reformatting.


By The Numbers

The Whatfix difference

Increase in employee productivity
Reduction on support queries

Reduction in training content creation costs

Reduction in go-to-launch enterprise applications

Faster time to proficiency for a new employee
Reduction in knowledge discovery time

Learn how ICICI bank deepens customer engagement and improves NPS by 5 basis points by implementing Whatfix

Ready to experience Whatfix for yourself? Go for it.