Pendo for financial services

Protect your customers. Transform your workforce.

The largest global banks and financial institutions use Pendo’s intelligent Digital Adoption Platform to ensure compliance, understand user behavior, and drive in-app productivity.
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Trusted by leading companies around the world
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OpenTable logo Okta-logo Labcorp logo JLL logo Salesforce 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

Ensure Compliance and Mitigate Risk

  • Deliver targeted, in-app actions to ensure your employees stay compliant on industry regulated workflows. Mitigate risk by preventing workflow completion on non-compliant actions within internal applications.
In-app guide policy reminder
“With Pendo, we will be able to drive operational efficiency through self-service and always-on training in our business critical workflows.”
Iqvia logo

Train and onboard employees more effectively

  • Pendo ensures that new employees are equipped with the knowledge they need, exactly when they need it. Message and guide users to decrease training and onboarding time and resources.
Financial Services Resource Center
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Using Pendo guides, a Fortune 500 insurance company streamlined onboarding for agents, completely replacing an 18-page job aid document, and leading to reduced internal support volume and costs.

Improve in-app productivity

  • Financial Institutions use Pendo on top of their internal and external applications to help identify bottlenecks in users’ workflows—providing guidance and improving software utilization.
Workflow
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A Fortune 500 financial services company used Pendo across 40 different applications to achieve a 70% improvement in application useability.

Want to see for yourself?

Create powerful digital experiences while ensuring employee processes and workflows are compliant with Pendo’s AI-driven Digital Adoption Platform.

Check out success stories from Pendo customers

Shareworks logo
Shareworks by Morgan Stanley used Pendo data to show the company’s legal and compliance officers how changing industry regulations might affect users, for better or worse.
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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
GlobalPayments logo
Global Payments uses Pendo data to understand user journeys and inform future development efforts.
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