Enterprises run 300 million customer interactions annually on Engageware. Automate transactions on digital channels, maintain SOC 2 compliance, and reduce service costs by 20-50% with one governed platform.
Millions of daily interactions demand instant resolution
Handle balance checks, fraud alerts, loan applications, and disputes without breaking a sweat. Customers get instant answers. Agents only see complex cases. Your costs drop while satisfaction climbs.
Every rate, policy, and regulation lives in one place. Customers get the right answer every time. Agents stop guessing. Auditors stay happy. Your compliance team sleeps better.
Appointments Into Revenue. Match customers with bankers in seconds. Pre-qualified leads walk into branches ready to open accounts, sign loans, or invest. No-shows disappear. Conversion rates soar.
Authentication, OTP token delivery, balance inquiries, money transfers, transaction authorization, lost/stolen card reporting, recent transaction summaries, currency exchange, check operations, deposits and payment due dates, card replacement, and bill payments.
Open accounts digitally with identity verification, document collection, and KYC validation. Guide customers through product selection while maintaining compliance and reducing abandonment.
Simulate loan amounts, collect required documentation, verify eligibility, and provide instant pre-approval decisions. Customers complete applications on WhatsApp without calling or visiting branches
Send real-time fraud alerts via digital channels, allow customers to confirm or deny suspicious transactions instantly, and automate card blocking when fraudulent activity is detected.
Automate past-due notifications, present payment plan options, and confirm arrangements using compliant language. Enable customers to make payments directly in conversation.
Send personalized offers for loans, credit cards, investment products, and insurance via digital channels with 2x higher conversion rates than traditional channels.
Engageware connects to APIs and CRMs including Salesforce, ServiceNow, Jack Henry, FIS, Temenos, Mambu, and nCino. Our platform orchestrates secure, governed workflows that run on your real customer data, credit policies, and compliance rules.
FAQs
The platform automates 34 banking transactions on digital channels including balance inquiries, money transfers, card replacements, loan applications and bill payments. Banco Comafi achieved 98% resolution across 100,000 monthly conversations.
Yes. The platform connects with core banking systems, CRMs and contact centers through secure APIs. We integrate with Jack Henry, FIS, Temenos, Mambu, nCino, Salesforce and ServiceNow. Your banking data stays in your systems while workflows run securely.
AI activates in 24 hours after integration. The platform learns from your last 7 days of conversations and starts suggesting responses immediately. Full deployment typically takes 2-3 weeks depending on integrations and use case scope.
Yes. Customers authenticate, transfer money, report lost cards, apply for loans, make payments and open accounts through WhatsApp, web chat or mobile without speaking to agents. The platform handles end-to-end transactions on digital channels.
Absolutely. Engageware is SOC 2 Type II and ISO 27001 certified. The platform includes full audit trails, automatic recording for compliance and built-in regulatory guardrails for banking and insurance. We support GDPR and LGPD requirements.
Customers escalate to live agents with full conversation context. Your specialists see the entire interaction history, what the customer tried and where they got stuck. No repeating information. No starting over.
Information is encrypted in transit and at rest. Role-based access controls limit permissions to approved users. All interactions are logged for auditability. Customer data is not used to train external models. Your sensitive information stays protected end-to-end.
Financial institutions typically reduce service costs 20-50% through automated resolution on digital channels. Banco Comafi generated $2 million in revenue and achieved 93% campaign ROI in their first month. Call center volume drops while branch appointment conversion increases.
