Financial Services Case Studies and Success Stories with Whatfix

CASE STUDY Old Mutual

Whatfix helped Old Mutual improve advisor adoption of its internal applications. Advisors faced challenges with complex tools and frequent updates, leading to workflow issues and high support calls. ...Whatfix provided just-in-time learning and contextual help, making tasks easier for advisors. Old Mutual saw a 33% drop in monthly IT support calls. 73% of advisors used Whatfix content over 10 times in six months. 88% of self-help searches gave advisors the answers they needed right away.

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Entertainment Case Studies and Success Stories with Whatfix

CASE STUDY PlayOJO

Whatfix helped PlayOJO improve player onboarding and retention. PlayOJO used Whatfix to create in-app experiences and personalized pop-ups. Over 500,000 players interacted with Whatfix content in six... months. 25,000+ support issues were resolved using Whatfix Self-Help. 62,000+ in-app flows promoted new features. PlayOJO saw fewer drop-offs and better user engagement.

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Food & Beverages Case Studies and Success Stories with Whatfix

CASE STUDY Compass Group

Whatfix helped Compass Group speed up its Icertis contract management transformation. The company used Whatfix to give 1,500 users in-app guidance and on-demand support. This cut CLM training content... creation time by 70%. Employees now get answers in the workflow, making them more productive and less frustrated. Compass Group saw faster onboarding, better compliance, and quick ROI from its CLM project.

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Non-Profit Organization Management Case Studies and Success Stories with Whatfix

CASE STUDY NTEN

Whatfix helped NTEN improve onboarding and self-service support for its online training center. NTEN used Whatfix to cut support tickets from 60 per month to zero. Staff saved 23 hours each month by ...eliminating member support tickets. NTEN saved $8,400 a year by deflecting tickets with Whatfix Flows and Self Help. The solution made digital transformation easier and supported NTEN's digital equity mission.

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Computer Software Case Studies and Success Stories with Whatfix

Case Study Corrigo

Corrigo Uses Whatfix Worldwide To Reduce Customer Training Costs

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Case Study Sophos

Learn how Sophos improved Product adoption using Whatfix

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Case Study Corrigo

Corrigo Uses Whatfix Worldwide To Reduce Customer Training Costs

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Case Study Sophos

Learn how Sophos improved Product adoption using Whatfix

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Case Study Sophos

Learn how Sophos improved Product adoption using Whatfix

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Case Study Corrigo

Corrigo Uses Whatfix Worldwide To Reduce Customer Training Costs

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Case Study Sophos

Learn how Sophos improved Product adoption using Whatfix

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Case Study Corrigo

Corrigo Uses Whatfix Worldwide To Reduce Customer Training Costs

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Oil & Energy Case Studies and Success Stories with Whatfix

CASE STUDY Renewable Energy Group (REG)

Renewable Energy Group (REG) cut time-to-proficiency by 50% on Salesforce CRM and Oracle JD Edwards, reducing IT support queries and human errors using Whatfix in-app guidance.

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Human Resources Case Studies and Success Stories with Whatfix

Case Study Hays

How Hays Enhanced CRM Adoption and Employee Engagement with Whatfix

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Case Study ManpowerGroup

ManpowerGroup Streamlined HR Platform Adoption With Whatfix Interactive Guidance

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CASE STUDY ManpowerGroup

ManpowerGroup used Whatfix to enhance its Bullhorn ATS, creating 119 guidance flows, improving recruiter proficiency and providing real-time support for efficient transformation.

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Case Study ManpowerGroup

ManpowerGroup Streamlined HR Platform Adoption With Whatfix Interactive Guidance

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Case Study Hays

How Hays Enhanced CRM Adoption and Employee Engagement with Whatfix

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CASE STUDY Acorn Recruitment

Whatfix DAP helped Acorn Recruitment improve recruiter onboarding and training. Acorn faced long onboarding times and compliance issues with Bullhorn ATS. Whatfix delivered in-app, role-based trainin...g and support. Acorn saw a 98% drop in training questions and 80% faster onboarding. End-user knowledge retention increased by 84%. The solution saved time and cut costs for Acorn's recruitment operations.

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Case Study ManpowerGroup

ManpowerGroup Streamlined HR Platform Adoption With Whatfix Interactive Guidance

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Case Study ManpowerGroup

ManpowerGroup Streamlined HR Platform Adoption With Whatfix Interactive Guidance

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CASE STUDY Reed

Whatfix helped Reed, a leading UK recruitment company, drive CRM adoption with in-app guidance and hands-on training. Reed used Whatfix to create a role-based, interactive onboarding program. 94% of ...employees engaged with the new CRM training. CRM-related IT support calls dropped by 23% in six months. 92% of employees found Whatfix training more effective than traditional learning. Reed improved seller efficiency and reduced CRM downtime.

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Case Study Hays

How Hays Enhanced CRM Adoption and Employee Engagement with Whatfix

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Case Study Hays

How Hays Enhanced CRM Adoption and Employee Engagement with Whatfix

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Case Study Hays

How Hays Enhanced CRM Adoption and Employee Engagement with Whatfix

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Hospital & Health Care Case Studies and Success Stories with Whatfix

Case Study Cardinal Health

Cardinal Health Uses Whatfix For Their 24/7 Self-Help Solution

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Case Study Cardinal Health

Cardinal Health Uses Whatfix For Their 24/7 Self-Help Solution

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Case Study Cardinal Health

Cardinal Health Uses Whatfix For Their 24/7 Self-Help Solution

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Case Study Cardinal Health

Cardinal Health Uses Whatfix For Their 24/7 Self-Help Solution

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Information Services Case Studies and Success Stories with Whatfix

Case Study Experian

Experian Drives Salesforce® Adoption Across Its Global Employee-Base With Whatfix

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Case Study Experian

Experian Drives Salesforce® Adoption Across Its Global Employee-Base With Whatfix

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CASE STUDY Experian

Experian achieved a 48% reduction in training costs, a 55% decrease in support queries, and a 72% productivity increase using Whatfix for Salesforce adoption.

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Case Study Experian

Experian Drives Salesforce® Adoption Across Its Global Employee-Base With Whatfix

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Case Study Experian

Experian Drives Salesforce® Adoption Across Its Global Employee-Base With Whatfix

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Retail Case Studies and Success Stories with Whatfix

Case Study Takealot

Learn How E-Marketplace Takealot Automates Self-Training For Sellers With Whatfix

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Case Study Takealot

Learn How E-Marketplace Takealot Automates Self-Training For Sellers With Whatfix

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Case Study Takealot

Learn How E-Marketplace Takealot Automates Self-Training For Sellers With Whatfix

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Case Study Takealot

Learn How E-Marketplace Takealot Automates Self-Training For Sellers With Whatfix

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Case Study Takealot

Learn How E-Marketplace Takealot Automates Self-Training For Sellers With Whatfix

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Health, Wellness and Fitness Case Studies and Success Stories with Whatfix

CASE STUDY AbleTo

AbleTo leveraged Whatfix to onboard 10x more providers, save $71,000 in training and onboarding, and boost patient task completion by 50%.

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Computer & Network Security Case Studies and Success Stories with Whatfix

CASE STUDY Sophos

Sophos improved employee training and support using Whatfix, reducing 12,000 IT support tickets and saving 1,070 hours annually.

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CASE STUDY Sophos

Sophos saved $390,000 annually by using in-app technical guidance and self-support for its firewall customers, deflecting 10% of support tickets and accelerating cybersecurity deployments.

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Education Case Studies and Success Stories with Whatfix

Case Study PlanetHS

Learn how PlanetHS improved Product adoption using Whatfix

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Case Study PlanetHS

Learn how PlanetHS improved Product adoption using Whatfix

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Case Study PlanetHS

Learn how PlanetHS improved Product adoption using Whatfix

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Case Study PlanetHS

Learn how PlanetHS improved Product adoption using Whatfix

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Consumer Goods Case Studies and Success Stories with Whatfix

CASE STUDY Smartbox Group

Whatfix helped Smartbox Group improve its partner management portal. Partners had trouble logging in and using the portal, leading to high error rates and support tickets. Smartbox used Whatfix to ad...d in-app guidance and self-help support. This reduced login errors by 20% and cut partner support tickets by 15%. Over 30,000 weekly logins are now supported with in-app guidance. 75% of partners find what they need using the self-help search.

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Internet Case Studies and Success Stories with Whatfix

Case Study Baystone Media

How Baystone Media Uses Whatfix To Drive Product Adoption Of Their Healthcare Businesses

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Case Study Baystone Media

How Baystone Media Uses Whatfix To Drive Product Adoption Of Their Healthcare Businesses

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CASE STUDY Takealot

Whatfix helped Takealot onboard new sellers and boost advanced feature adoption with in-app guidance. Sellers used interactive tutorials to set up profiles and make their first sale. Whatfix enabled ...self-guided support, reducing help desk overload. Takealot saved $224,000, deflected 132,000 support tickets, and cut onboarding time by 83%. Sellers learned advanced techniques and used new features more easily.

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Case Study Baystone Media

How Baystone Media Uses Whatfix To Drive Product Adoption Of Their Healthcare Businesses

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Case Study Baystone Media

How Baystone Media Uses Whatfix To Drive Product Adoption Of Their Healthcare Businesses

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Information Technology and Services Case Studies and Success Stories with Whatfix

Case Study Riversand

How Riversand Customized Onboarding to Educate Users Worldwide with Whatfix

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Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

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CASE STUDY Syndigo (formerly Riversand)

Whatfix helped Syndigo (formerly Riversand) improve onboarding and user adoption for its Master Data Management (MDM) and Product Information Management (PIM) products. Riversand used Whatfix’s in-ap...p guidance, Flows, and Self Help features to centralize training and support for diverse, global users. Over 18,000 users were onboarded with Whatfix, achieving an 89% engagement rate on in-app communications. Riversand saw a 200% increase in customer webinar attendance from in-app Pop-Ups. The solution reduced time spent switching between resources and improved customer experience.

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Case Study Riversand

How Riversand Customized Onboarding to Educate Users Worldwide with Whatfix

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Case Study Riversand

How Riversand Customized Onboarding to Educate Users Worldwide with Whatfix

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Case Study Riversand

How Riversand Customized Onboarding to Educate Users Worldwide with Whatfix

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Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

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Case Study Riversand

How Riversand Customized Onboarding to Educate Users Worldwide with Whatfix

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Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

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Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

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Case Study The Select Group

Learn How The Select Group Facilitated HCM Software Training With Whatfix

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Pharmaceuticals Case Studies and Success Stories with Whatfix

CASE STUDY Ferring Pharmaceutical

Whatfix helped Ferring Pharmaceutical improve its Icertis contract management system. Employees got in-app guidance and self-service support. Ferring saw a 96% self-service success rate and a 33% dro...p in Icertis-related support tickets in the first quarter. 4,000 smart tips are shown to users every day. The platform made onboarding faster and increased user adoption. Employees spent less time on contract processes and more on business projects.

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Other Industry Case Studies and Success Stories with Whatfix

CASE STUDY Sophos

Sophos Firewall Saved $390,000 With In-App Technical Guidance for Its Firewall Customers

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CASE STUDY OMRON

Whatfix helped OMRON improve SAP Concur adoption with in-app tutorials and contextual user support. OMRON used Whatfix to guide employees through expense processes and create a help library. This red...uced expense report rejections by 25% and cut improperly submitted reports and claim rejections by 7%. Employees solved more issues on their own, freeing up IT resources. OMRON gained better process insights and improved ROI from SAP Concur.

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CASE STUDY OMRON

OMRON Reduced Expense Claim Rejections in SAP Concur With In-App Tutorials

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Customer Success Stories of Whatfix

 

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

Whatfix is driving digital transformation in the financial services sector with its GenAI-powered product suite. This suite includes digital adoption tools, no-code analytics, and application simulat...ion, tailored for financial institutions to enhance productivity, compliance, and user engagement. Whatfix's solutions are trusted by major financial entities like ICICI Bank and Old Mutual, achieving significant reductions in onboarding time and operational costs.

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Whatfix Powers GenAI-Driven Digital Transformation Across the Global ...

Whatfix is driving digital transformation in the financial services sector with its GenAI-powered product suite. The suite includes digital adoption tools, no-code analytics, and application simulati...ons, enabling institutions to enhance productivity and compliance. Trusted by major financial entities like ICICI Bank and Old Mutual, Whatfix's solutions offer significant ROI and user engagement improvements. The company is expanding its industry strategy, focusing on banking, lending, and wealth management, supported by its GenAI Agents.

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Whatfix: How Heineken Boosts User Adoption and Drives Digital Transformation at Scale

Heineken leverages Whatfixs digital adoption platform to enhance user adoption and accelerate its digital transformation initiatives, enabling streamlined onboarding and improved productivity across ...its global workforce.

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