Banking-grade engagement
Resolve more banking needs without adding service cost
Engageware helps financial institutions automate transactions, connect digital and human service, and apply governance across every customer journey. Enterprises run 300 million interactions annually on the platform, with reported service-cost reductions of 20% to 50%.
Trusted by 25% of the top 50 banks in the Americas
The Financial Services Experience Gap
High interaction volume exposes every break between channels, systems, and teams
What drives the gap
- Customers expect immediate help at any hour.
- Transaction volumes remain high, contact center costs continue to rise, and each regulatory obligation adds another requirement to the service journey.
Where fragmented systems fall short
- Low digital resolution pushes customers to expensive channels.
- Context disappears during escalation.
- Routine transactions still require a call or branch visit.
- Core banking, CRM, and contact center data remain disconnected.
What banking needs now
- Secure self-service that completes real operations.
- Governed workflows across digital channels.
- Escalation with full context.
- Orchestration that connects every customer touchpoint.
Financial outcomes delivered
Resolve routine demand, equip employees, and convert intent
Handle balance inquiries, fraud alerts, loan applications, disputes, and other high-volume needs through policy-aware digital journeys. Escalate only the cases that need human judgment.
Centralize approved rates, policies, procedures, and regulatory guidance so customers and employees receive consistent answers with a traceable source.
Route qualified customers to the right banker, service, and location using real-time availability. Carry the context into the appointment and measure the outcome.
Banking workflows that generate results
Complete banking journeys from mobile conversation to branch outcome
Instant banking operations
Support authentication, OTP delivery, balances, transfers, transaction authorization, card issues, recent transactions, exchange rates, deposits, due dates, replacements, and bill payments.
Account opening and KYC
Guide customers through product selection, identity verification, document collection, and KYC validation while reducing avoidable abandonment.
Loan pre-approval
Simulate loan amounts, collect documents, verify eligibility, and provide a clear next step through a digital conversation.
Fraud prevention and alerts
Send real-time alerts, let customers confirm or deny suspicious activity, and trigger approved card-protection actions.
Payments and collections
Deliver compliant reminders, present eligible payment options, confirm arrangements, and support payments within the conversation.
Proactive engagement
Use customer context to send relevant offers for loans, cards, investments, or insurance through approved digital campaigns.
Connected to your regulated architecture
Use live customer data without replacing the systems that govern it
Engageware connects to APIs and platforms including Salesforce, ServiceNow, Jack Henry, FIS, Temenos, Mambu, and nCino. Workflows use current customer data, credit policy, and compliance rules while the systems of record remain in place.
Governance built in
Security and operational control across every interaction
Protect information
Use encryption in transit and at rest, role-based access, least-privilege permissions, and complete interaction logging.
Maintain operational oversight
Review workflows, apply approved policy and customer guidance, and keep responses consistent across channels and teams.
Control data handling
Safeguard sensitive information end to end. Customer data is not used to train external models. Engageware maintains SOC 2 Type II and ISO 27001 certifications and supports GDPR and LGPD requirements.
Build AI your compliance team can evaluate
See how regulated organizations move from isolated pilots to governed, auditable automation without rebuilding their operating environment.
Review Engageware security and trust controls
Capabilities
Questions we get all the time
The platform automates 34 banking transactions on digital channels, including balance inquiries, money transfers, card replacements, loan applications, and bill payments. A Latin American bank reached 98% resolution across 100,000 monthly conversations.
Yes. The platform connects with core banking systems, CRMs, and contact centers through secure APIs, including Jack Henry, FIS, Temenos, Mambu, nCino, Salesforce, and ServiceNow. Banking data stays in your systems while workflows run securely.
AI activates in 24 hours after integration and can learn from the previous seven days of conversations to suggest responses. Full deployment typically takes two to three weeks, depending on integrations and use-case scope.
Yes. Customers can authenticate, transfer money, report lost cards, apply for loans, make payments, and open accounts through WhatsApp, web chat, or mobile journeys without speaking to an agent.
Engageware is SOC 2 Type II and ISO 27001 certified. The platform includes audit trails, interaction recording, and regulatory guardrails, and supports GDPR and LGPD requirements.
The conversation transfers to a live specialist with its full history, including what the customer attempted and where the journey stopped. The customer does not need to start over.
Information is encrypted in transit and at rest. Role-based controls limit access, interactions are logged for auditability, and customer data is not used to train external models.
Financial institutions report service-cost reductions of 20% to 50% through automated digital resolution. A Latin American bank generated $2 million in revenue and 93% campaign ROI in its first month of proactive messaging.