Whatfix, a Digital Adoption Platform, collaborates with banks like Farm Credit of Texas and City National Bank of Florida to drive digital transformation in the BFS sector. Its in-app guidance and real-time support assist employees—such as wealth advisors, sales teams, and loan officers—and customers in navigating complex workflows across core banking platforms (e.g., Finastra, Temenos, FIS), loan origination systems (e.g., nCino), and CRM solutions (e.g., Salesforce, Microsoft Dynamics). By simplifying adoption, Whatfix helps financial organizations streamline lending, optimize risk management, ensure regulatory compliance, and reduce support costs, ultimately enhancing operational efficiency and customer satisfaction.