Case Study: Q2 empowers community banks to deliver secure, white‑labeled in‑app messaging and analytics with Pendo Adopt

Pendo helps Q2 give small financial institutions the power of in-app messaging

Q2, an Austin‑based provider of digital banking software for community banks and credit unions, needed a way to help smaller financial institutions compete with larger banks as the pandemic accelerated the shift to digital. Customers wanted in‑app messaging and usage analytics, but Q2 couldn’t grant them access to its Pendo instance because of regulatory and data‑privacy risks, and Q2 didn’t have the bandwidth to build individualized guides for every bank.

Q2 Discover, a white‑labeled implementation of Pendo Adopt, gives each bank a siloed instance that leverages Q2 usage data so institutions can build segments, deliver tooltips and walkthroughs, onboard users, and view analytics without exposing other customers’ data. The solution let banks deploy targeted in‑app messages safely and at scale—improving UX and reducing support load (one tooltip explaining available vs. current balance was viewed 3,000 times and effectively eliminated a common support ticket)—while keeping Q2 compliant.

Q2

Michael Vasquez

Product Owner