Whatfix is transforming the financial services industry with its GenAI-driven adoption suite. As banks, insurers, and wealth management firms face regulatory pressures, cybersecurity challenges, and legacy modernization hurdles, Whatfix is delivering AI-powered solutions that improve compliance, customer experience, productivity, and ROI at scale.
Trusted by global institutions such as ICICI Bank, Sentry Insurance, Mizuho, Old Mutual, Ria Financial Services, and Mountain America Credit Union, Whatfix empowers enterprises across 40+ countries to drive secure digital transformation with agility and confidence.
According to Bain & Company’s 2024 Banking Trends Survey, only 58% of banking leaders feel confident about modernizing core systems, while 43% highlight technology investment as a priority. With cybersecurity risks and compliance demands rising, CIOs are seeking scalable and user-centric digital adoption tools.
Whatfix’s GenAI suite addresses these needs with:
In-app digital guidance for banking, insurance, and wealth platforms.
No-code analytics to track and close adoption gaps.
Application simulations for safe, hands-on training.
These tools enable faster onboarding, easier compliance with mandates such as SWIFT ISO 20022 and Basel III, and improved execution of workflows like KYC, AML checks, and lending policy updates.
The impact is significant. Financial institutions using Whatfix report:
84% faster onboarding & training on digital platforms.
$1M annual cost savings from self-service and compliance automation.
10X ROI in loan processing and operational efficiency.
88% user self-sufficiency, cutting support queries by up to 60%.
Institutions like Sentry Insurance have achieved 94% engagement with Workday within months, while Old Mutual praised Whatfix’s “customer-first adoption strategy” as a game changer.
Since launching its insurance-first strategy in 2020, Whatfix has expanded into banking, lending, wealth management, life sciences, and the public sector, driving 80% YoY growth and achieving 112% Net Revenue Retention (NRR) in 2025. With top-tier recognition from Gartner, Forrester, IDC, and Everest Group, Whatfix continues to lead the global DAP market.
“Whatfix empowers financial services to transform with confidence, where speed, compliance, and customer experience are critical,” said Khadim Batti, CEO & Co-founder. “Our GenAI-powered platform puts users at the center of transformation, ensuring enterprises unlock true value at scale.”
