Whatfix is an AI-native digital adoption platform that helps banks and financial institutions accelerate system adoption, enforce compliance, and drive measurable outcomes across mission-critical workflows.

Features

• Offers real-time contextual guidance powered by AI-driven ScreenSense
• Delivers product analytics tied to workflow adherence and business outcomes
• Provides mirror + AI roleplay for risk-free simulation and behavioral training

Who's it for?

Enterprise and large financial institutions including banks (retail, commercial, and investment), credit unions, payment providers, insurance companies, and fintech platforms.

Headquartered in San Jose, CA. Founded in 2013.