Financial services reduce risk in digital transformation with WalkMe

Learn how a digital adoption platform accelerates the impact of digital transformation in the financial services sector.

Financial services reduce risk in digital transformation with WalkMe

Learn how a digital adoption platform accelerates the impact of digital transformation in the financial services sector.

What does digital transformation look like in the financial services industry?

The extensive growth in digital transformation - including new customer engagement services for some and new modes of work for others - has had a dramatic impact on the financial services industry over the last year. Managing remote services and employees has not only made it harder to drive digital transformation but also to mitigate the accompanied risk.

Reducing risk with a digital adoption platform.

  • Leverage data To uncover employee and customer compliance gaps and trends.
  • Drive mitigated change With contextual knowledge, at the exact moment of need.
  • Prevent human error With automation and engagement in the flow of work.
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Defining success, without risk

WalkMe’s Digital Adoption Platform allows financial services leaders to controland eliminate potential risk while realizing tech investments in relation to business needs and goals.

visibility into user experiences: WalkMe’s data and analytics capabilities support data-driven, strategic decisions that reduce exposure to legal liabilities and regulatory scrutiny.

Automation:Use WalkMe’s automation to streamline all relevant compliance and risk related processes, and eliminate human error.

Engagement and compliance: WalkMe provides in-app guidance and communicates with employees directly on their desktops, whether it’s a cybersecurity warning or a new regulatory requirement, to ensure full compliance