Banking & Financial Institutions

Financial services, driven by disruptive technology, are reinventing the customer-centric approach to capitalize on the digital opportunities transforming established institutions.

Transforming an Industry With Millennia-Deep Roots

The paradigm for financial services has changed. Institutions involved in lending, wealth management, insurance, payments and other financial services are on a trajectory towards complete digital-first operations. Along with the categorical changes in how business is done, the customer expectations of financial institutions has also fundamentally changed. Customers now demand digital financial services which occur with utmost of ease, simplicity and security. Both internal practices and customer experiences need scalable solutions, such as WalkMe, to match the innovations of financial technology with the user experience demanded of this traditional 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

download book