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Empowering Financial Operations with Streamlined Documentation and Training

Optimize your finance and insurance teams, reduce operational risks, and boost efficiency with Whale’s comprehensive platform for process documentation and employee training.

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A digital document titled "Client Onboarding & KYC" with icons for video, image, and various integrations like Google Drive, OneDrive, and file upload serves as essential process documentation & training for finance & insurance companies. An embedded video with a calculator is also visible on the screen.

Helping finance & insurance companies systemize and scale

Centura Wealth Advisory's logo features a shield with a star and curved lines on the left. To the right, the company's name is presented in elegant blue text.
Logo of F5 Financial, with "F5" in large blue text and "Financial" in smaller blue text to the right, separated by a vertical line.
Logo of Kentech with a blue geometric hexagon icon and blue text on a transparent background.
Logo of Pioneer Financial featuring the initials "PF" inside a circular design above the company name written in blue text.
Logo for Proper Insurance. The logo features a geometric design on the left, consisting of three interconnected diamond shapes. To the right, blue text reads "Proper Insurance.
Logo of Tobias Financial Advisors featuring a stylized circular design on the left and the company name to the right in blue text on a black background. The logo perfectly encapsulates their expertise in process documentation & training for finance & insurance companies.

Challenge

Is your team struggling to maintain operational efficiency while juggling complex financial regulations?

Regulatory Compliance Pressure

Finance and insurance companies face constant regulatory changes, making it essential to document and train staff on new compliance requirements to avoid costly fines.

Risk of Data Mismanagement

Handling sensitive financial data without standardized processes increases the risk of errors, breaches, and reputational damage.

Illustration of a web browser window with gears and a wrench, symbolizing website maintenance or technical settings adjustments.

Inconsistent Client Servicing

Without clear processes, teams may provide inconsistent service, leading to customer dissatisfaction and a lack of trust in financial or insurance products.

Solution

Create and share better documentation faster with Whale​

SOP creation - so easy that anyone can do it

Use the AI writing assistant, screen recordings, and ready-to-go SOP templates to create clear, user-friendly procedures in no time. It’ll make your team’s processes smoother and a lot easier to follow.

Start creating
A computer screen with a tutorial on submitting expense notes is surrounded by icons for camera, video, uploading, and a person, serving as an essential part of onboarding and employee training.

Suggest in-context knowledge

With Whale’s Web Extension, you can give your team the right knowledge no matter what tool, app, or website they’re using. Instead of hunting for crucial info, Whale brings it right to them when they need it.

Start suggesting
Screenshot of a Gmail interface showing an email with the subject "Expense notes report." A popup to the right provides a card titled "How to generate expense reports," which is ideal for employee training and onboarding.

Just Ask Alice

Meet Alice, your smart AI assistant. She doesn’t just interpret your questions—she understands them. Thanks to advanced tech, she digs into your company’s collective knowledge to give you accurate and super relevant answers, in your language of choice. 

Ask Alice
A desktop and mobile screen displaying a software interface for "Sales Best Practices." The mobile screen shows an AI assistant named Alice answering a query about sales practices, highlighting the importance of SOPs for efficient onboarding.

Automate role-based training

Design custom training journeys for each team and role, and let automation handle the delivery to save you a ton of time! Plus, you won’t have to wait for employees to finish one subject before allowing them to move onto the next—everything flows seamlessly.

Start training
A flowchart titled "Sales Training Flow" depicts three steps: trigger sales training flow, assign sales process training, and wait for 1 day. A highlighted trigger is set to add all users to the sales reps group, enhancing SOPs for streamlined employee training.

Features

Simple yet powerful tools for documentation & training

Explore all features

AI Writing Assistant

Leverage the AI writing assistant to create new procedures faster and with less effort

Step Recorder

Automatically document every click, keystroke, and navigation path to create detailed, step-by-step instructions

Screen Recorder

Create bite-size videos to show how to perform specific tasks or follow procedures

SOP & Process Templates​

Create new procedures by using pre-built templates templates that save time, reduce effort, and ensure best practices

Ask Alice AI

Ask Alice, your knowledge assistant, to retrieve the answer to any of your questions- From your mobile device or web app

Contextual Suggestions

Pro actively suggest in-context knowledge in the websites and tools your team already uses

Experts & Reviews

Assign ownership of your knowledge and regularly review its accuracy

Rich Editor

Capture easy-to-digest information using text, videos, GIFs, images and much more

The leading standard operating procedure software for SMEs

Read the reviews on G2

Learn how other Finance & Insurance companies leverage Whale for growth

Fairway

MortgageBanc Fairway team
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.

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Avior Wealth

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

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Elmwood Agency

A woman in a black suit, adorned with employee training knowledge, smiles for the camera.
With the help of Whale-certified partner Jason Henderberg, the team began documenting their processes. The team utilized videos and screenshots to ensure everything documented very well and in an organized manner.

Read more...

Onboard, train and elevate your team
with Whale

Whale is AI-powered software for documenting processes and training.

Book a demo
Start now, it's free

No CC needed