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.

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

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

Every regulation change means scrambling to retrain staff.

Everyone handles sensitive data a different way.

Service varies from one rep to the next.

Audit prep means digging through emails and spreadsheets.

With Whale

Update one SOP and every staff member reads it.

Sensitive data follows one documented procedure everyone uses.

Every rep handles clients the same approved way.

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.

SOP creation - so easy that anyone can do it

Create clear procedures fast with AI, screen recordings, and templates.

CoPilot shows the compliant step where reps work

CoPilot surfaces the current approved procedure inside the systems your reps already use, so they follow the right step without leaving the screen.

Get the policy answer without pulling someone off the floor

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.

Automate role-based training

Design custom training journeys for each role and let automation deliver them, so people move through subjects without waiting.

The numbers speak for themselves

Finance and insurance teams using Whale see results in the first few weeks.

50%

faster onboarding

#1

in Customer Service on G2, 3 years running

4.8/5

rating on G2

Features

Simple yet powerful tools for documentation & training

Success stories

Real results for teams small and big.

TurnUp

TurnUp added 12 people to a 20-person team in one year and onboards every new hire through Whale, with admin and accounts ready before day one.

Wolfe Ridge Manufacturing swapped tribal knowledge for recorded SOPs with Whale’s Step Recorder. New hires now run tricky assembly processes right the first time, and the know-how stays in the business when someone moves on.

CashWa Direct

Cash-Wa Direct slashed onboarding time by 50% and revolutionized product training after implementing Whale’s all-in-one solution with integrated AI, comprehensive tracking, and built-in assessments.

Aurora Medical Spa

Rapidly-growing Aurora Medical Spa replaced paper-based training with Whale’s digital knowledge hub, giving 85+ employees instant access to critical procedures across multiple locations.

Oxygen Service Company

Oxygen Service Company has been running on EOS since 2013. With increased growth, the team needed a way to document, centralize & update processes.

Image Solutions

Image Solutions is a uniform service provider to some of the most well known brands. The 25-year-old company, 100 team members strong, had a growing need for streamlined internal processes.

Theiner ICT

Theiner ICT, a Dutch IT company, has been serving small and medium businesses since 2006. As the company grew from 3 to 35 employees, maintaining consistency in processes and knowledge sharing became increasingly difficult.

Rihm Family Companies

Rihm Family Companies, Inc. (RFC) is a 4th generation family-owned and operated business focused on providing exceptional service in the heavy-duty truck industry. See how Rihm is harnessing their company wisdom to onboard new hires.

SJA Solutions

SJA Solutions is the IT Solution for companies who don’t have IT! Find out how SJA Solutions is creating an internal Google using Whale.

Spartan Plumbing

Adi Klevit is a Whale Certified Partner and the CEO of Business Success Consulting Group. She worked with CEO of Spartan Plumbing Josh Ferguson to document the company’s process to help organize the business and ramp up new hires.

Posternock Apell

The team at Posternock Apell was looking for a way to systematize their policies and procedures for their legal firm. From implementing Whale they now have a more efficient way of working.

Wasatch I.T.

Whale was implemented to make it easy for policies and information to be sent out and read. The team can also now verify that users have read and understood it.

Fairway

With the help of a process consultant and Whale, Ben and his team were able to onboard new team members and train them consistently across locations.

Avior Wealth

Implementing Whale meant that Avior Wealth could train their team members across eight locations but with one central repository.

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.

Enterprise-ready. Out of the box.

Security, compliance, and admin controls that pass procurement on the first call.

SOC 2
CERTIFIED

HIPAA
Ready

GDPR
COMPLIANT

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.

Trusted by 5K+ teams of all sizes

4.8/5 (180+ reviews)

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 Accounting

Mid-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 Farming

Mid-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.)

Frequently asked questions

How 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.

How 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.

Can 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.

Will 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.

Does 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.

Is 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.

For finance & insurance teams

Stay audit-ready without the fire drill

Trusted by 5K+ teams of all sizes

|

4.8/5 (180+ reviews)

A regulation change shouldn't catch your team off guard

Challenge 1

Regulations keep changing

Challenge 2

Sensitive data gets handled ad hoc

Challenge 3

Service varies rep to rep

How teams do it today

Every regulation change means scrambling to retrain staff.

Everyone handles sensitive data a different way.

Service varies from one rep to the next.

Audit prep means digging through emails and spreadsheets.

With Whale

Update one SOP and every staff member reads it.

Sensitive data follows one documented procedure everyone uses.

Every rep handles clients the same approved way.

Training records are logged, so audit proof is instant.

Solution

Every rep follows the approved process, not their own version

SOP creation - so easy that anyone can do it

CoPilot shows the compliant step where reps work

Get the policy answer without pulling someone off the floor

Automate role-based training

The numbers speak for themselves

50%

faster onboarding

#1

in Customer Service on G2, 3 years running

4.8/5

rating on G2

Features

Simple yet powerful tools for documentation & training

AI Writing Assistant

Step Recorder

Screen Recorder

SOP & Process Templates

Ask Alice AI

CoPilot

Experts & Reviews

Rich Editor

Success stories

Real results for teams small and big.

Why teams choose Whale

Rated ‘Best support’

Better support

Rated ‘Easiest to use’

Easier to use

Rated ‘High performer’

Higher performance

Enterprise-ready. Out of the box.

SOC 2 CERTIFIED

HIPAA Ready

GDPR COMPLIANT

Integrations

Whale works where you do.

Loved for its overall simplicity and support

Lyndon S.

Small-Business (0-50 emp.)

Verified User in Accounting

Mid-Market (51-1000 emp.)

Andres A.

Enterprise (> 1000 emp.)

Martha Y.

Mid-Market (51-1000 emp.)

Harley B.

Small-Business (0-50 emp.)

Verified User in Farming

Mid-Market (51-1000 emp.)

Georgia R.

Mid-Market (51-1000 emp.)

Fábio B.

Enterprise (> 1000 emp.)

Ketan T.

Mid-Market (51-1000 emp.)

Anouk V.

SOC 2
CERTIFIED

HIPAA
Ready

GDPR
COMPLIANT