Pendo for financial services

Improve experiences across your financial services stack

Drive engagement with your product to increase revenue and accelerate employee efficiency.
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Trusted by leading companies around the world
OpenTable logo Okta-logo Labcorp logo Salesforce logo Morgan Stanley logo Alarm.com Logo Covetrus logo iRobot logo Customer_Logo_Black_HMH Henry Schein logo Bright Horizons logo Infor logo Verizon Connect logo Customer_Logo_Black_Pagerduty Zendesk logo Cision logo
OpenTable logo Okta-logo Labcorp logo Salesforce logo Morgan Stanley logo Alarm.com Logo Covetrus logo iRobot logo Customer_Logo_Black_HMH Henry Schein logo Bright Horizons logo Infor logo Verizon Connect logo Customer_Logo_Black_Pagerduty Zendesk logo Cision logo

Simplify even the most sensitive digital experiences

Financial services in app guide
Decrease internal support tickets
Support your users with in-app help and reduce the burden on your internal support center.
Improve efficiency and productivity
Help your users and employees work better by knowing where they’re experiencing friction.
Ensure compliance
Train employees in real time by sending financial regulation news and more, all within your app.
  • Shareworks logo
    Tools like Pendo continue to give you that insight into what the needs of your users are without having the ability to listen to them directly, and it’s proven hugely successful for us. Mark Mitchell, Chief Product Officer, Morgan Stanley at Work
  • customer_logo-black_diamond
    Pendo Feedback is a simple experience that helps organizations build a community of innovation. A space where our clients and the product team can have a shared view of how the product is evolving. Bjorn Widerstedt, VP of Product Management
  • customer_logo-nelnet
    Pendo’ing means understanding where a problem is in the product or what a solution might be, and using in-app communication to help—especially if the product team can't get to something right away or we need to target a very specific subset of users. Liz Feller, In-app Help Administrator

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Check out success stories from Pendo customers

Shareworks logo
Shareworks by Morgan Stanley used Pendo to drive adoption and address friction amid the dual pressures of coronavirus and spiking demand.
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MineralTree logo
MineralTree used a Pendo in-app guide to improve the navigation in their app—without relying on engineering resources.

75-100%

increase in traffic to the new feature
Read the story
GlobalPayments logo
Global Payments uses Pendo data to understand user journeys and inform future development efforts.
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See for yourself

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Solutions for every size
Customized, straightforward plans means you’ll find the perfect Pendo for you.
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