PENDO FOR FINANCIAL SERVICES
Don't lose time with clients due to clunky software.
Every minute your relationship managers wrestle with clunky tools is a minute they aren’t spending with customers. Pendo is the no-code way to guide users through your software, making every tool easy to use. No more lost time. Just software that works better.
Boost AI adoption for smarter ways of working
Incorporate and drive adoption of AI tools into existing workflows.
Enable compliance easily,
at scale
Reinforce desired ways of working quickly and with minimal uplift.
Cut down on
support costs
Leverage detailed analytics data and in-app walkthroughs to eliminate employee friction points and automate support.
Loved by 300+ banking clients across the globe
Drive productivity with Pendo.
Unify workflows, streamline your back office, and deliver proactive support natively inside your software. Let your relationship managers focus on clients, not tech headaches.
Track usage, drive adoption, and collect feedback on tools and workflows to help employees attain new and smarter ways of working. Eliminate change management complexities and pain points.
Make it easy for employees to stay in compliance as they work. Meet regulatory requirements with minimal uplift and maintain client trust.
Watch these 3-minute demos to see Pendo for Financial Services in action.
No pressure. Just answers.
See how Pendo works for your specific challenges, whether you’re tracking adoption, proving ROI, or ensuring compliant practices.
Frequently asked questions
Yes. Financial institutions use Pendo to drive adoption of internal tools like CRMs, risk management systems, or back-office platforms. The result? More productive employees and more value from the tech you’ve already invested in.
Pendo shows you exactly how users are using your apps, then helps you guide them to the features that matter most—like mobile deposits or loan applications. That means faster adoption, fewer abandoned processes, and happier employees.
Yes. Pendo is built with enterprise-grade security and compliance in mind. We meet strict standards like SOC 2 and GDPR, so you can confidently use Pendo in even the most regulated environments.
Absolutely. Pendo layers seamlessly onto your existing apps you’ve built or bought—whether that’s online banking portals, mobile apps, CRMs, or internal tools. No heavy development work required.
Pendo makes it easy to onboard new users, highlight key features, and offer self-service support—all inside your app. Customers get what they need, when they need it, without waiting on a call center or branch visit.
