Transforming an Industry With Millennia-Deep Roots

The standards for financial services has changed. Institutions involved in lending, wealth management, insurance, payments and other financial services are on a path towards digital-first operations.Along with the shift in how business is done, customer expectations have also fundamentally changed. Customers now demand simple and secure digital financial services.With WalkMe, it is easy to match your technological innovations with the user experience demanded by this industry.

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, Bank of Montreal


WalkMe for Banking & Financial Institutions

  • Improve online banking user experience and service
  • Increase customer satisfaction scores
  • Anticipate customer needs to provide in-the-moment help
  • Encourage customer self-service, reducing support costs
  • Easily scale support operations
  • Increase employee adoption of internal systems
  • Boost employee productivity by maximizing the use of digital assets
"WalkMe has helped eMoney scale and streamline user adoption enabling our customers to get the most out of our software, service, and support." Steve Levis SVP, Client Engagement, eMoney

Download the eMoney case study and learn how to increase user adoption


Digital Transformation is Taking the Financial Sector by Storm. Are You Ready?

Four Drivers of Change in Banking and Financial Services
Banks Have a New Breed of Competition to Beat in the Digital Era
Increase Financial Inclusion and Revenue With Digital Tools

The Financial Sector Needs Two Things to Thrive in the Digital Era

Change Management and revamped employee training are your keys to success. Discover how WalkMe’s Digital Adoption Platform (DAP) can help you master both.