Whatfix Accelerates GenAI-Powered Digital Transformation in Financial Services

Whatfix

Whatfix, a global leader in Digital Adoption Platforms (DAP), has launched its GenAI-powered product suite to drive large-scale digital transformation across the financial services sector, addressing challenges such as regulatory compliance, legacy system modernization, and rising user expectations. Trusted by leading institutions including ICICI Bank, Mizuho, Sentry Insurance, and Old Mutual, Whatfix empowers organizations with digital adoption, no-code analytics, and application simulation, all enhanced by GenAI to improve efficiency, compliance, and ROI. “In financial services institutions, 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.

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The platform’s GenAI capabilities integrate across mission-critical banking and insurance systems, enabling real-time guidance, adaptive learning, and contextual support for users. Financial institutions have reported up to 84% reductions in training time, $1 million in annual cost savings, and 10X ROI in loan processing efficiency. Customers such as Sentry Insurance and Old Mutual cite high engagement, rapid adoption, and exceptional customer support as key benefits. Building on strong growth since its 2020 insurance-focused strategy, Whatfix continues to expand across banking, lending, and wealth management while being consistently recognized by top analyst firms for its market leadership in DAP and product analytics.

Read More: Whatfix Powers GenAI-Driven Digital Transformation Across the Global Financial Services Sector