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Industry solutions

Banking
& financial institutions

Master digital transformation and keep your competitive advantage with WalkMe.

Customer solutions header image Banking & financial institutions page header image
customer experiences icon

Create seamless experiences.

Provide your customers with exceptional, data-driven, digital user experiences.

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Ensure data integrity.

Increase data accuracy across key business processes with form validation and automation.

digital tools icon

Encourage self-service.

Reduce the cost and burden of your IT team by enabling self-service on your digital tools.

Increase ROE through digital change.

The banking industry has become increasingly digital, and those institutions who fail to put digital customer experiences first will fall behind their digital savvy competitors. With WalkMe, gain insights as to where your customers are struggling and create personalized experiences right at the moment of need.

Increase ROE through digital change

We were seeking ways to increase scalability of our support operations and drive adoption of critical banking functionality, without driving a software development cost – with WalkMe we achieved this.

Sarah Cairns

Initiative Manager BMO logo

Drive seamless customer experiences with WalkMe.

With WalkMe’s Digital Adoption Platform, optimize the customer experience to create brand loyalty and boost your bottom line.

Discover more about WalkMe for banking & finance.
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Digital transformation in banking: a strategic priority in the 2020s.

But banks can no longer afford to wait – digital is the future of banking, and that future has already arrived.

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The Complete Guide to Customer Journey

Understanding the customer journey means better customer experience & more revenue for businesses.

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How eMoney Advisor uses WalkMe.

eMoney’s client onboarding program is now seamless and efficient, further empowering end users to get the most of eMoney’s technology.

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