Pendo for financial services
Revolutionize Financial Services with Pendo
Enhance Efficiency, Drive Engagement, and Ensure Compliance
Learn how companies in the financial services and insurance industry use digital adoption to drive engagement, accelerate employee efficiency, and increase revenue.
Learn how companies in the financial services and insurance industry use digital adoption to drive engagement, accelerate employee efficiency, and increase revenue.
Trusted by leading companies around the world
Decrease internal support tickets
- Support your users with in-app help and reduce the burden on your internal support center.
- One leading US-based financial institution reduced volume & cost for internal support tickets by 65%.
- What’s more, a Fortune 500 insurance company decreased workflow completion time by 20%, equating to 1,800 hours saved each year.
Improve efficiency and productivity
- Help your users and employees work better by knowing where they’re experiencing friction.
- A Fortune 500 financial services company used Pendo across 40 different applications to achieve a 70% improvement in application usability.
Ensure compliance
- Train employees in real time by sending financial regulation news and more, all within your app.
- Using Pendo guides, a Fortune 500 insurance company streamlined onboarding for agents, replacing an 18 page job aid document, and leading to reduced internal support volume and costs.
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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 -
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 -
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 by Morgan Stanley used Pendo to drive adoption and address friction amid the dual pressures of coronavirus and spiking demand.
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
Global Payments uses Pendo data to understand user journeys and inform future development efforts.
See for yourself
Get going with Pendo and see what we can do for your organization.
Solutions for every size
Customized, straightforward plans means you’ll find the perfect Pendo for you.
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