For finance & insurance teams
Stay audit-ready
without the fire drill
Whale turns your regulated procedures into training every rep completes. Alice AI answers the policy question instantly, so no one guesses on a compliance step.
- 4.8/5 on G2
- SOC 2 certified
Here’s how to submit an expense report:
The problem
A regulation change shouldn't catch your team off guard
Challenge 1
Regulations keep changing
Finance and insurance companies face constant regulatory changes, making it essential to document and train staff on new compliance requirements to avoid costly fines.
Challenge 2
Sensitive data gets handled ad hoc
Handling sensitive financial data without standardized processes increases the risk of errors, breaches, and reputational damage.
Challenge 3
Service varies rep to rep
Without clear processes, teams may provide inconsistent service, leading to customer dissatisfaction and a lack of trust in financial or insurance products.
How teams do it today
Without Whale: Every regulation change means scrambling to retrain staff.
With Whale: Update one SOP and every staff member reads it.
Without Whale: Everyone handles sensitive data a different way.
With Whale: Sensitive data follows one documented procedure everyone uses.
Without Whale: Service varies from one rep to the next.
With Whale: Every rep handles clients the same approved way.
Without Whale: Audit prep means digging through emails and spreadsheets.
With Whale: Training records are logged, so audit proof is instant.
Solution
Every rep follows the approved process, not their own version
Document your regulated processes and turn them into training every rep completes.
- Create clear procedures fast with AI, screen recordings, and templates.
- CoPilot surfaces the current approved procedure inside the systems your reps already use, so they follow the right step without leaving the screen.
- Reps ask Alice, Whale’s AI assistant, and get the answer straight from your approved policies, so they don’t guess or interrupt a manager.
- Design custom training journeys for each role and let automation deliver them, so people move through subjects without waiting.
Features
Simple yet powerful tools for documentation & training
AI Writing Assistant
Use the AI writing assistant to create new procedures faster and with less effort.
Learn moreStep Recorder
Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions.
Learn moreScreen Recorder
Create bite-size videos to show how to perform specific tasks or follow procedures.
Learn moreSOP & Process Templates
Create new procedures by using pre-built templates that save time, reduce effort, and ensure best practices.
Learn moreAsk Alice AI
Ask Alice, Whale’s AI assistant, to retrieve the answer to any of your questions, from your mobile device or web app.
Learn moreCoPilot
CoPilot surfaces the right SOP inside the tools your team already uses, so the answer comes to them.
Learn moreExperts & Reviews
Assign ownership of your knowledge and regularly review its accuracy.
Learn moreRich Editor
Capture easy-to-digest information using text, videos, GIFs, images and much more.
Learn more
The numbers speak for themselves
50%faster onboarding
#1in Customer Service on G2, 3 years running
4.8/5rating on G2
Finance and insurance teams using Whale see results in the first few weeks.
Success stories
Real results for teams small and big.
How TurnUp gets new hires working from day one
TurnUp
Read the story →: How TurnUp gets new hires working from day one
How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
Wolfe Ridge Manufacturing
Read the story →: How Wolfe Ridge Manufacturing turns tribal knowledge into procedures anyone can follow
How Cash-Wa Direct cut training time in half with a system that tracks comprehension
CashWa Direct
Read the story →: How Cash-Wa Direct cut training time in half with a system that tracks comprehension
How Aurora Medical Spa trains its team across 7 locations
Aurora Medical Spa
Read the story →: How Aurora Medical Spa trains its team across 7 locations
How Oxygen Service Company finally mastered the EOS process component
Oxygen Service Company
Read the story →: How Oxygen Service Company finally mastered the EOS process component
How Image Solutions aligned a 100-person team on processes and kept them engaged
Image Solutions
Read the story →: How Image Solutions aligned a 100-person team on processes and kept them engaged
Rated on G2
Why teams choose Whale
Rated ‘Best support’
Better support
Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.
Rated ‘Easiest to use’
Easier to use
Clients switch from other providers to Whale mostly because of our more user-friendly environment, making it easy for any team member to document, train or get trained.
Rated ‘High performer’
Higher performance
We understand that documenting processes takes work. Everything we provide in and around our platform is aimed at making the heavy lifting lighter, and shortening the time to value.
In their own words
Loved for its overall simplicity and support
“Exceptional Tool for Business Knowledge”
Whale is excellent to document and organize business knowledge. Their AI makes it even easier!
Lyndon S.Small-Business (0-50 emp.) “Whale Keeps Work Organized and Teams Confident”
Whale unifies documentation, training, and reviews in one ecosystem.
Verified User in AccountingMid-Market (51-1000 emp.) “Screen Recorder Transformed Our Productivity”
All features are excellent, but the Screen Recorder has boosted productivity for our company.
Andres A.Enterprise (> 1000 emp.) “User-Friendly Platform with Great Features”
Whale is very user-friendly. "Alice" has been a game changer, makes finding information effortless.
Martha Y.Mid-Market (51-1000 emp.) “Intuitive, fresh and easy!”
Whale's clean layout makes building and navigating SOPs a breeze.
Harley B.Small-Business (0-50 emp.) “Productivity Unleashed!”
Managing and write SOP versions, assign them, track progress through a dashboard, and automate revision tracking.
Verified User in FarmingMid-Market (51-1000 emp.) “My company utilizes Whale for our SOP’s and FAQ’s.”
Everything is very easy to locate and the search bar is my favorite feature. When I need a quick answer I turn to Whale to find what I am looking for.
Georgia R.Mid-Market (51-1000 emp.) “Whale Streamlined Our Processes and Boosted Team Onboarding”
Whale transformed how we manage internal processes. Documenting SOPs is fast and we can build and share training materials in minutes, making onboarding significantly more efficient.
Fábio B.Enterprise (> 1000 emp.) “Whale Keeps Department Training Organized with Boards, Libraries, and Playbooks”
Boards, Libraries, and Playbooks keep training organized by department, so you can generate videos, SOPs, quizzes, and more for each topic.
Ketan T.Mid-Market (51-1000 emp.) “Streamlines Documentation with Ease”
I use Whale for company handbooks, regulations, how-to's, and manuals, all on one platform. The step-by-step screen recorder auto-captures screenshots and saves me about an hour per guide.
Anouk V.Mid-Market (51-1000 emp.) “Effortlessly Streamlines Team Training with Solid Support”
Whale supports training my merchandising teams with AI and video features that break down training step by step. Creating training flows is easy, and quizzes ensure the material lands.
Shelley F.Mid-Market (51-1000 emp.) “Effortless SOP Management with Stellar AI Search”
Whale centralizes all our SOPs with standard formatting and makes them easy to find, especially with the fast AI search across thousands of documents.
Jitender T.Small-Business (50 or fewer emp.)
Security
Security your IT team
can sign off on
What IT asks about before a rollout, answered.
SOC 2 certified
How your procedures and records are stored and protected is independently audited.
Granular permissions and enforced SSO
Available from the Advance plan, so access control matches how your organisation is already set up.
GDPR aligned
EU and UK data rights documented in the Whale Trust Center.
Your data, your region
Hosted in the US or the EU, whichever you choose.
Enterprise agreements
A BAA is signed on request on the Enterprise plan.
Integrations
Whale works where you do.
Don’t change your workflow. Whale integrates with the tools your team already uses, providing answers exactly when they’re needed.
See our Integrations
Frequently asked questions
01How to use Whale for finance and insurance?
Use Whale to centralize your compliance procedures as SOPs so every branch and every rep follows the approved process. Assign policies as required reading with quizzes, and capture acknowledgements with eSignature so you have a record for auditors. Version control means that when a regulation changes you update the SOP once and everyone reads the current requirement.
02How does Whale help us keep up with changing regulations?
When a rule changes, update one SOP and assign it. Every staff member reads the current requirement and you get a logged record that they did.
03Can we prove who was trained on what for an audit?
Yes. Read assignments and quiz results are logged in Whale, so proving who was trained on which procedure and when is a report you pull, not a scramble.
04Will service stay consistent across reps and branches?
Approved scripts and process guides mean every rep handles clients the same way, so the experience stays consistent across the team and across locations.
05Does the current compliant procedure reach reps where they work?
Contextual suggestions surface the right procedure inside the systems reps already use, so they follow the correct step without leaving the screen.
06Is our information kept secure and access-controlled?
Whale uses role-based permissions so sensitive procedures are visible only to the people who should see them, keeping your knowledge in one access-controlled place.
