Whatfix, the global leader in digital adoption platforms (DAP), announced the launch of Whatfix AI Agents embedded across its product suite to accelerate user productivity and drive business performance outcomes.

At the heart of these agents is ScreenSense, Whatfix’s proprietary AI technology that continuously interprets both the users’ context within an application and the user’s real-time intent. This understanding powers timely, relevant actions, whether it’s triggering an in-app guide, surfacing enterprise search results, displaying a DAP nudge, or invoking a third-party AI tool. By combining this contextual intelligence with the capabilities of Whatfix AI Agents, users can complete critical tasks faster and more accurately, staying focused on outcomes rather than navigating constant change across the enterprise software stack.

“Gartner projects that software spending will grow at double-digit rates this year, driven by generative AI, yet most enterprises are still struggling to turn these investments into outcomes,” said Khadim Batti, CEO and Co-Founder of Whatfix. “As AI investments increase across the enterprise software stack, many organizations face a growing gap between software’s potential and real user impact. The layer of AI is adding to this rapid change, risking paralyzing users with too much change and too little guidance. Whatfix AI Agents flip that equation. They userize technology to adapt to the user’s context. This is not just about improving adoption. It is about enabling every user to succeed in an environment where systems are changing faster than people can keep up.”

Whatfix AI Agents—Powered by ScreenSense:

The first three Whatfix AI Agents—Authoring, Insights, and Guidance—are now available across the Whatfix product suite, transforming how enterprises create, analyze, and guide in-app experiences. Powered by ScreenSense, they interpret application context and user intent in real time to deliver precise, high-value actions that accelerate work.

• Authoring Agent: This agent removes friction from the content creation process by generating fully configured in-app experiences using simple natural language prompts, including pop-ups, walkthroughs, and advanced visibility rules. It enables anyone responsible for creating guidance content — such as training teams, and application or product owners — to publish at scale without needing any technical expertise.Example: Make a tip appear when users land on a new dashboard. Just add a prompt in natural language and the Authoring Agent will generate the content, apply targeting logic, and style it automatically.

• Insights Agent: This agent is a conversational interface that transforms how users interact with their product analytics data. It helps stakeholders across functions ask questions in natural language to uncover user behavior and drop-off patterns. These insights enable product owners to identify product features that need enhancements or better adoption.Example: Ask a question like, “How is the new workflow performing?” The Insights Agent returns a clear visual summary, highlights friction points, and recommends the next best step — all in seconds.

• Guidance Agent: This agent delivers precise, AI-generated answers in the flow of work, distilling complex or lengthy knowledge into short, contextual summaries. It transforms how users access information, reducing time-to-answer and supporting dependency. It is designed to support enterprise users who need clarity fast, without switching tabs, reading long documents, or escalating to support.Example: When a user searches for “return policy exceptions” while working in an order management system, the Guidance Agent instantly surfaces a concise summary from internal documentation, right within the application, with no context switch required.

Deeply embedded across Digital Adoption, Product Analytics, and Mirror, these agents form an intelligent layer that personalizes every user interaction—bridging the gap between enterprise systems and user success at scale.

Laurentiu BOGDAN, Operational Excellence Director at Servier, said, “With Whatfix AI, we’re heading towards a world where digital solutions will self-correct, self-improve, and personalize in real time, based on user intent. It’s not just about automation; it’s about making complexity disappear.”

Also Read: How Retailers Are Using AI in Marketing to Drive Store Visits and Offline Sales

What’s Next for Whatfix AI

Building on its leadership in Digital Adoption, Whatfix is expanding into AI-first products designed to deliver measurable business impact. The company will continue to advance its Userization philosophy—putting technology in service of the user—by integrating intelligent automation, real-time discovery, and adaptive training into its product suite. These innovations aim to create a unified, AI-powered experience where every user can succeed, no matter how fast enterprise systems evolve. This trajectory is reflected in industry recognition: Whatfix won the 2025 AI Breakthrough Award as “Overall AI-based Analytics Solution of the Year” and has been shortlisted for the AI Awards for “Best Use of AI for Learning,” with winners to be announced in September.

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Whatfix, the global leader in Digital Adoption Platforms (DAP), is accelerating transformation across the global financial services sector with its proprietary GenAI-powered product suite. As financial services institutions worldwide face mounting regulatory pressures, legacy modernization challenges, and rising user expectations, Whatfix is empowering them to navigate change with agility and control, while driving measurable improvements in productivity and ROI.

According to Bain & Company‘s 2024 Banking Trends Survey, only 58% of banking leaders feel confident in their ability to modernize core systems. While 43% cite investing in new technologies as a top priority, the primary focus for bank CIOs over the next 12 months is managing cybersecurity and technology risks. These indicators underscore the complexity of digital transformation in financial services and the growing need for scalable, secure, and user-focused solutions.

Whatfix directly addresses these challenges through its product suite, comprising three powerful tools: Digital adoption to enable users right within any software, no-code analytics to uncover and resolve adoption gaps, and application simulation for safe, hands-on learning in software replicas, all powered by GenAI.

“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. “We believe userization—putting users at the center of transformation—is the key to real change. Our GenAI-led platform is delivering this across some of the world’s most demanding financial environments.”

GenAI-Led Enablement at Scale

Top financial services institutions across 40+ countries globally trust Whatfix’s AI-powered product suite to scale digital transformation. Whatfix empowers financial services institutions by embedding real-time, contextual guidance within mission-critical platforms such as core banking systems, insurance policy and claims management software, wealth management platforms, loan origination systems, investment advisory portals, CRM, customer tools, and compliance systems.

As the industry evolves, Whatfix is enabling users to complete tasks faster, smarter, and with less friction. Whatfix’s GenAI capabilities are integrated across the entire user journey, from transformation planning to in-flow enablement and ongoing progression. Whatfix’s proprietary GenAI agents power intelligent content creation, insight generation, and adaptive user support, delivering personalized experiences and driving consistent execution at scale.

With AI as a multiplier, Whatfix is laying the foundation for a system of intelligence and action, empowering financial services institutions to go beyond fragmented point tools and toward unified, intelligent execution that delivers real results.

Use cases span:

• Standardized execution of critical workflows, including KYC reviews, anti-money laundering (AML) checks, and internal controls
• Regulatory-readiness for mandates such as SWIFT ISO 20022, Basel III, and local jurisdictional reporting
• Rapid deployment of policy or regulatory changes, including credit underwriting policies, interest rate adjustments, and product suitability guidelines
• Accelerated onboarding of relationship managers, credit analysts, and loan officers, reducing time-to-productivity across corporate banking operations
• Role-based, self-guided training programs for geographically distributed and multilingual teams
• Enhance customer experience across the customer portal, making the experience smooth, agile, and rewarding.

Redefining Results for Financial Services Institutions

Over 75% of our financial services customers are large enterprises and Fortune 500 leaders who rely on Whatfix to accelerate transformation, drive adoption, and reduce risk at scale.

Whatfix has empowered financial institutions to achieve as high as:

• 84% reduction in onboarding and training time for digital and payment platforms
• $1,000,000 in annual cost savings through improved compliance and self-service
• 10X ROI from growth in loan processing and operational efficiency
• 88% user self-sufficiency, resulting in a
  • 45–60% reduction in support queries and
  • 50% boost in user productivity

Leading financial institutions are already seeing impact:

Colleen Behnke, Learning and Performance Specialist at Sentry Insurance, says, “Although the Workday DAP by Whatfix has only been live for a few months, we’re achieving 94% user engagement and 91% self-help search success. This accelerated proficiency ensures we capitalize faster on the great Workday attributes: employee engagement, streamlined people processes, and improved collaboration across the organization.”

“We were evaluating other DAP vendors, but the engagement with Whatfix was unreal—we just hit it off,” said Hein Pieters, Head of Adviser Solutions at Old Mutual. “The willingness of the people at Whatfix to come together and make it work was a difference-maker.”

“I’ve been in charge of Whatfix at my company for two years, and their customer service is unmatched,” said Michelle Warsing, Senior Instructional Designer at a leading U.S.-based financial services firm. “I appreciate the ease of use and the support we receive when implementing new applications.”

Powering Vertical Growth with Strategy and GenAI

In 2020, Whatfix launched its industry strategy with insurance, one of the most complex and regulated sectors. Over the next four years, the company achieved 80% year-over-year growth in new customer logos, reflecting strong and sustained demand. This momentum translated into a Net Revenue Retention (NRR) of 112% in 2025, underscoring consistent customer expansion and long-term value. Building on this success and rising enterprise demand across North America and EMEA, Whatfix expanded its financial services footprint to include banking, lending, and wealth management. In parallel, the company deepened its presence in the public sector, life sciences, and pharma industries, accelerating digital transformation at scale.

Today, Whatfix is at the forefront of an industry-first go-to-market strategy, led by Vipul Gupta, Head of Revenue Operations and Industry Strategy. A long-time Whatfix leader, Vipul began his journey as Director of Digital Marketing and went on to lead global marketing. As a data-driven, tech-focused leader, he now drives the company’s global revenue operations and vertical strategy.

To further support enterprise transformation, Whatfix recently introduced a suite of GenAI Agents designed to drive digital as well as AI adoption in the flow of work. The company’s market leadership continues to be validated by top-tier analyst recognitions across Gartner, Forrester, IDC, and Everest Group reports on DAP and Product Analytics.

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