Seamless Digital Adoption for
Insurance & Financial Services Industries
Simplify training, compliance, and customer experiences with AI-powered, in-app guidance.
Simplify training, compliance, and customer experiences with AI-powered, in-app guidance.
The Challenge: Why Digital Adoption Fails
In insurance and financial services, digital transformation is essential—but adopting new technologies is often frustrating and inefficient.
Most companies rely on complex platforms such as CRMs, claims processing systems, banking portals, and compliance software to run their operations. But without effective user guidance, these tools can become obstacles rather than solutions.
Common Challenges:
- Employees struggle with onboarding & process navigation
New hires and existing staff find it difficult to learn and use essential applications effectively, slowing down productivity.
- Customers face friction with digital platforms
Many customers abandon online services due to confusing workflows, leading to high support call volumes and poor satisfaction.
- Training is expensive & time-consuming
Traditional classroom training, webinars, and PDFs don’t provide real-time, interactive learning experiences, leading to poor retention.
- Compliance risks increase due to human error
Regulatory and policy adherence depends on accurate data entry and procedural knowledge, which is often inconsistent.
The result? Lost time, high training costs, frustrated users, and operational inefficiencies. But there’s a better way.
The Solution: Can!do Consulting + AI-powered Digital Adoption Platform Solutions
Can!do Consulting delivers an AI-powered Digital Adoption Platform (DAP) that integrates directly into your applications to provide real-time, interactive guidance.
Unlike static training documents or lengthy onboarding sessions, DAP acts as a built-in mentor, helping both employees and customers navigate complex processes with ease.
How It Works:
- Real-time, voice-led walkthroughs
Users receive on-screen, human-voice instructions to guide them step by step through any workflow, from submitting a claim to processing transactions.
- AI-powered self-service
Customers can navigate online banking, file insurance claims, and explore policy options without calling support.
- Automated training & onboarding
New employees or agents learn as they work, eliminating the need for separate training sessions.
- Seamless compliance training
Ensure your employees follow industry regulations and internal policies with interactive, compliance-focused guidance.
No more guesswork. Just effortless adoption.
No more guesswork. Just effortless adoption.
Smarter Training, Smoother Journeys
For Employees:
- Onboard & train twice as fast
Employees learn within their workflow, eliminating the need for costly external training.
- Improve software adoption
Ensure staff fully utilise CRMs, core banking systems, and claims management tools with interactive guides.
- Reduce training costs
Less time spent on instructor-led training, fewer internal support requests, and higher knowledge retention.
For Customers:
- Make self-service effortless
Help customers navigate policy applications, online banking, and financial products with step-by-step guidance.
- Reduce support calls
Clear on-screen instructions reduce confusion, leading to fewer call center inquiries and higher satisfaction.
- Drive product engagement
Highlight underutilised features and services to increase customer retention and conversion rates.
For Compliance:
- Simplify compliance training
Automate and embed real-time policy guidance within critical workflows to prevent costly errors.
- Ensure audit readiness
Keep employees aligned with industry regulations through interactive compliance checklists and process validations.
- Minimise risk
Reduce manual data entry mistakes and non-compliant actions with guided procedures embedded into systems.
With DAP’s intuitive overlay, insurance firms and financial institutions can finally bridge the gap between digital transformation and user adoption.
Proven Impact: The Numbers Speak for Themselves
Companies using DAP have achieved measurable improvements in efficiency, adoption, and cost savings.
- 69% improvement in user adoption rates
Employees and customers adapt to digital tools faster, reducing resistance to change.
- 64% boost in productivity
Users spend less time learning and troubleshooting, and more time getting work done.
- 56% reduction in training costs
Less reliance on classroom training, external consultants, and IT support.
- 50% increase in software utiliSation within 3 months
Employees and customers engage more effectively with digital platforms, increasing ROI on software investments.
Backed by real-world case studies in insurance & financial services industries.
Transform Digital Adoption in Your Organisation
With Can!do Consulting & DAP, you can:
Ready to simplify digital training, reduce support costs & improve efficiency?
- Empower employees with seamless onboarding & process training.
- Enhance customer experiences with real-time self-service support.
- Ensure compliance & minimise risk with interactive regulatory guidance.
- Drive digital transformation success in your insurance or financial services business.
- Empower employees with seamless onboarding & process training
- Enhance customer experiences with real-time self-service support
- Ensure compliance & minimise risk with interactive regulatory guidance
- Drive digital transformation success in your insurance or financial services business
And see DAP in action.
Let’s revolutionise digital adoption—one guided experience at a time.
Contact Us
Services
- +27 87 809 3208
- connect@cando.co.za
- www.cando.co.za
Jhb Office
-
Ground Floor
Building 26
The Woodlands Office Park
20 Woodlands Drive
Woodmead
Sandton
Cape Town Office
- 12 Dalmore Ave Dennendal