For many banks, your top talent often spends more time wrestling with software or in training sessions rather than building customer relationships.

Poor technology adoption is an income killer. Every minute spending technological problems or finding support is one minute No Spend for activities that generate income-attack with customers and deepen relationships.

Unfortunately, this is caused by three common problems:

1. Too many digital tools, too few guidelines. The average organization is now used 8 times more software applications than in 2017. Meanwhile, the operation was more complex when the team grew: M&A in the British Financial Services Industry highest level in more than a decade in 2024.
2. Inefficient software use. Your expensive pile of technology estimated To increase productivity and provide competitive advantages. Conversely, poor adoption, confusing workflow, and inconsistent use make traffic and bloating.
3. Complexity of compliance. Banking regulations change constantly. Keep your team obedient without training session without ending, and even with training, you might still finally vulnerable to fines and lawsuits.

To overcome these three problems, advanced banks using three tactics:

1. Make onboarding software and painless training

Traditional training methods-like virtual sessions once-released your relationship manager from the field and waste time. Even worse, 70% of the training content is forgotten within 24 hoursSending bankers looking for additional resources to answer their questions.

Banking leaders need to use support in the application, contextual to effectively unite and train employees. This approach gives employees the assistance they need, when and where they are already working.

Examples of Real World: Speed ​​up new users onboarding

As part of M&A, a global investment company needs to migrate and use 1,200+ new employees from the Salesforce heritage instance to Microsoft Dynamics 365 – crossing four countries. They Also Needed to minimize support tickets during migration and allow the IT team to adjust the Dynamics 365 environment for their business needs.

Using guidelines and analytics of the in-app, they give bankers support at the request exactly where they need it-in general reducing tickets for support and training time.

2. Change use data into productivity insights

You can’t fix what you don’t understand. Without visibility into how your team operates – across digital ecosystems that are increasingly complicated and complex – it is impossible to ensure that the bankers use the software they need efficiently and correctly.

By showing exactly where users are jammed (or whether they complete the workflow as efficiently as possible) you can identify who needs support, where they need it, and what to say. In this way, you can provide personalized software experiences for each user, without depending on technical resources.

Examples of real world: reveal and complete the friction of the workflow

When the top 10 banks launched a new CRM system, their employees struggled to learn and use it. Team members spend a lot of time trying to complete a simple task rather than spending time building relationships with their customers. And without in -depth user data, the bank cannot determine where employees are stuck.

By using analytic, they found where employees experienced friction of workflows and where they were jammed. Then, they use Pendo to capture feedback in the application, test solutions, and ultimately increase software adoption. With Pendo, this bank saves thousands of hours of time managers of their relationships for jobs that produce higher and generate income.

3. Embed Compliance with the best practice into the workflow

Banks need to prioritize efficiency and productivity while also complying with industrial regulations. Regulations often change – whether as a response to innovation, crisis, government administration, or gaps in the current framework – and they vary based on the region. Educating large workforce regarding nuances that continue to develop are complicated but critical.

To achieve this, companies use guidelines to instill regulatory tips, the best practice, and resources into the workflow. Pendo installs as a simple browser extension, so the team can modify them through the embedded guide – all of them themselves.

Examples of real world: Reducing risks and fines of non -compliance

When new regulatory requirements emerged in Canada, one of the 10 largest banks in the world uses guidelines in the application to provide important compliance information to employees. By adding an overlay guide directly to the employee’s workflow, employees know how to comply with changes by filling in the account field correctly. The best part? Global bank reaches all of this in just a few hours, saving time And prevent non -compliance.

Imagine your relationship manager spends less time against software and more time to build customer relationships.

Pendo helps the bank reclaim this valuable time by streamlining software adoption, providing insight into use, and instilling compliance into the workflow. Connect with an expert To see how we can help your team return to what is important: your customers.