Whatfix Supercharges Digital Transformation in Financial Services with GenAI-Powered Adoption Suite

21 August 2025 | Thursday | News

As financial institutions face mounting tech and regulatory challenges, Whatfix delivers secure, scalable tools for in-app guidance, analytics, and simulation—driving productivity, reducing risk, and accelerating modernization.
Picture Courtesy | Public Domain

Picture Courtesy | Public Domain

Whatfix, the global leader in Digital Adoption Platforms (DAP), is accelerating transformation across the global financial services sector with its proprietary GenAI-powered product suite. As financial services institutions worldwide face mounting regulatory pressures, legacy modernization challenges, and rising user expectations, Whatfix is empowering them to navigate change with agility and 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 & 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 risks. These indicators underscore the complexity of digital transformation in financial services and the growing need for scalable, secure, and user-focused solutions.

Whatfix directly addresses these challenges through its product suite, comprising three powerful tools: Digital adoption to enable users right within any software, no-code analytics to uncover and resolve adoption gaps, and application simulation for safe, hands-on learning in software replicas, all powered by GenAI.

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