FinovateSpring 2026 / Whatfix
Presenter Profile:
How they describe themselves: Whatfix is a leading digital adoption platform (DAP) provider that helps enterprises maximize the value of their technology investments. Powered by its AI-native engine, ScreenSense, Whatfix delivers real-time, contextual guidance, analytics, and training across applications. Trusted by 700+ global enterprises, including Fortune 500 companies, Whatfix enables organizations especially in financial services to drive user adoption, ensure compliance, and accelerate business outcomes across complex digital workflows.
How they describe their product/innovation: Whatfix AI is an AI-native digital adoption platform that helps financial institutions drive adoption and ROI from core and AI systems. Powered by ScreenSense, it understands user context and intent to deliver real-time, in-flow guidance. AI Agents accelerate content creation, insights, and user assistance, while Product Analytics provides visibility into adoption and workflow performance. Mirror with AI Roleplay enables risk-free simulation and training ensuring compliance, productivity, and measurable outcomes across complex banking workflows.
Product distribution strategy: Direct to Business (B2B), Through financial institutions, Through other fintech companies and platforms, Licensed
Credit Union/Community Bank Fit: Credit unions and community banks
Contacts:
Bus. Dev.: Jijnyasa Patowary (Team Lead – Field Marketing, Event Coordinator), [email protected], +919706006039
Website: whatfix.com
LinkedIn: linkedin.com/company/whatfix
HQ: San Jose, CA, USA
Founded: 2013
Product Demoed: Whatfix AI – AI-Native Digital Adoption Platform
Presenter: Abhishek Tyagi, Digital Adoption Consultant, BFSI, Whatfix
- Key Executives
Khadim Batti (Co-Founder & CEO), Vara Kumar Namburu (Co-Founder & Head of R&D), Vispi Daver (Global Head of Sales & Partnerships), Kapil Jaiswal (Head of Products), Subhadeep Guin (Head of Engineering), Vipul Gupta (Head of Revenue Operations & Industry Strategy), Supriya Goswami (Head of Marketing), Romita Mukherjee (Head of People, Culture & Workplaces), Mohit Jain (Global Head of Customer Success & Services), Kulbhushan Rana (Head of Solutions & Business Applications)
Key Stats
- Key Board Members
Alok Goyal (Partner, Stellaris Venture Partners), Shweta Bhatia (Partner, Eight Roads Ventures), Sanjay Aggarwal (Venture Partner, F-Prime Capital), Ashish Gupta (Managing Director, Helion Venture Partners), Mike Lim (Venture Capital & Corporate Development, Cisco), Tejeshwi Sharma (Managing Director, Peak XV), Sumer Juneja (Partner & Head of India, SoftBank Investment Advisers), Narendra Rathi (VP, SoftBank Investment Advisers), Varun Telaprolu (Principal, Warburg Pincus)
- Key Investors
Warburg Pincus, Softbank Vision Fund 2, Dragoneer, Peak XV Partners, Eight Roads, Cisco Investments
- Key Partners
Microsoft, Temenos, Guidewire, Icertis, Coupa, Accenture, Infosys, IBM, EY
- Key Customers
Ameris Bank, First Horizon Bank, Mountain America Credit Union, Old Mutual PLC, Experian, Amerant, Farm Credit Bank of Texas, Grow Financial Credit Union, Ria Financial Services, Brown & Brown, Florida Peninsula Insurance, Select Health