What can WaveCX do for you?
Solutions for Financial Institutions
Your Customers & Members //
Educate: Deliver tailored how-tos and showcase new innovations through engaging demos and content pages powered by Illuminate.
Engage: Use personalized, targeted content integrated into your app with featurettes and WaveCX’s SDK (Connect).
Answer: Respond to customer questions instantly with accurate, context-aware information powered by Curator.
Your Employees //
Train: Keep employees informed with demos, content pages, and robust documentation (Illuminate).
Equip: Empower employees to send personalized training directly to customers for better engagement (Illuminate).
Support: Provide quick access to answers for employee questions—even for products they haven’t used—via Curator.
Connect //
Driving Adoption of New Features with WaveCX
A Midwestern bank with assets of $42 billion and a footprint in 8 states used WaveCX featurettes to boost adoption of new product features like card controls.
By integrating interactive demos and informative pop-ups, the bank educated customers directly within their platform. Personalized interstitials provided how-tos, product details, and marketing content at login, driving feature adoption without increasing call center demand.
Bank leadership praised WaveCX as essential, stating they won’t launch new features without it.
Illuminiate //
Streamlining Platform Migration with WaveCX
A regional bank with $57 billion in assets used WaveCX to ensure a smooth platform migration during a period of significant M&A activity.
WaveCX provided interactive demos and marketing materials to educate customers on the new platform. At the same time, call center representatives and bankers were trained using WaveCX demos and documentation, equipping them to assist customers effectively.
By the second day of the migration, the call center had zero wait time, with leadership crediting WaveCX for preparing both customers and staff to handle the transition seamlessly.
Illuminate //
Transforming Branch Experience with WaveCX
A bank with $59.8 billion in assets uses WaveCX demos on interactive branch screens to drive digital banking adoption for both customers and bankers.
These screens provide customers with easy access to tutorials and demos, improving their understanding of digital features. Bankers also leverage the screens to guide customers through digital processes, ensuring a smooth transition to online services. This initiative has become a cornerstone of the bank's branch modernization strategy, enhancing the overall customer experience.
What can WaveCX do for you?
Solutions for Platform Partners
Your FI Clients //
Educate: Showcase your product, enhancements, and innovations to both prospects and current financial institutions.
Equip: Provide comprehensive onboarding, documentation, and marketing materials that FIs can easily implement.
Integrate: Use WaveCX’s SDK and featurettes to embed personalized, interactive content directly into your platform’s apps.
Your Employees //
Empower: Equip your team to create clear, effective documentation and onboarding materials that enhance usability and adoption.
“Typically, who gets access to WaveCX??
Product, design, and development teams can document features, create prescriptive walkthroughs, and view experiences across devices.
Marketing teams gain access to updated product screenshots and demos for campaigns and websites.
Learning and development teams can create and distribute engaging training materials to ensure employees are up to speed on the latest features and processes.
• Enhance engagement tools to drive adoption and retention across client institutions.
• Strengthen your platform’s value with dynamic, personalized content delivery.
• Generate new revenue streams through our shared revenue model.
Connect for a demo