Financial Institutions

Built for Financial Institutions

WaveCX simplifies how financial institutions engage with customers, members, and employees. By integrating dynamic content, interactive demos, and AI-driven tools, our platform accelerates digital adoption, streamlines training, and enhances the overall banking experience.

No code needed.

(Unless you really want to add your own.)

Beloved by learning, product, design, and marketing teams the world over.

Engage Your Audiences with Precision

Empower Customers & Members

Dynamic Demos: Showcase features like card controls or financial wellness tools with click-through demos and interactive walkthroughs.
In-App Content: Use featurettes and notifications to deliver relevant updates and personalized experiences at key moments.
Generative Search: Provide instant, accurate answers to customer inquiries with Curator, reducing support demand and improving satisfaction.

Enable Employee Excellence

Training Resources: Equip teams with up-to-date, engaging demos and robust documentation.
Real-Time Answers: Help employees quickly resolve customer questions—even for unfamiliar services—with Curator.
Customer Support Tools: Allow employees to send personalized demos and resources directly to customers.

Drive Customer/Member Engagement

Showcase digital banking features and benefits in real time.

Personalize demos based on user attributes for targeted interactions.

Use rich media, image carousels, FAQs, and forms to engage customers.

Enhance Digital Adoption

Greet users with personalized “What’s New” tours to highlight new features.

Provide interactive guidance to help customers discover tools and solve problems.

Reduce call center volume by enabling self-service through intuitive demos and Curator-powered search.

Empower Employee Enablement

Equip bankers and call center teams with the tools to become digital banking experts.

Offer demo-driven training resources for improved knowledge retention.

Provide Customer Support Representatives (CSRs) with the ability to send demos directly to customers.

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This partnership is not just about buying a product but about fostering a long-term relationship. We believe in the leadership team at WaveCX. They are innovative, entrepreneurial, and dedicated to continual improvement and enhancement of their product.
Citizens First BankFinancial Institution

Why Financial Institutions Trust WaveCX

Proven Results: Trusted by FIs managing over $400 billion in assets.
Customer-First Design: Prioritize seamless, personalized interactions.
Efficiency at Scale: Streamline onboarding, training, and ongoing engagement across your organization.

Get Started with WaveCX

Empower your customers, employees, and institution with WaveCX.

Schedule a demo today or contact our support team for any questions or concerns.