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

Why teams choose Whale

Rated ‘Best support’

The best support

Expect quick answers on your questions, top notch coaching sessions and help with migrating your existing documentation to Whale.

Rated ‘Easiest to use’

Easy 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’

High 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

Frequently asked questions

Yes, you can export your SOPs on the paid plans of Whale. This feature is not available in the free version. Here’s what you need to know:

  • Scale plan and above: Full export functionality is included
  • Export format: SOPs can be exported as PDF files for offline use or sharing
  • Microsoft Word: Export any SOP straight to an editable Word document in one click

Your data is stored in SOC 2 compliant, enterprise-grade data centers, and yes, you can choose where it’s hosted. We offer two locations:

  • Europe: Belgium (GDPR compliant)
  • United States: Iowa (GDPR compliant)

During setup, you can select which location best suits your needs. This gives you control over data residency, helping you meet compliance requirements and optimize performance based on your team’s primary location. All data centers maintain the highest security standards with SOC 2 Type II certification, ensuring your SOPs and company knowledge are protected with enterprise-level security and privacy controls.