Digital Adoption Platform (DAP) – Whatfix
Whatfix DAP transforms digital banking with in-app guidance and self-service experiences.
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
ISV Assessments/Awards
ESG & Enterprise Readiness Assessment Scores for Whatfix conducted by The Disruption House
| Category | Award | Date |
| Business Resiliency Accreditation | Leader | November 2024 |
| Sustainability Accreditation | Builder | November 2024 |
Interested in the full Whatfix report? Click here to buy it now.