
Discover how United Heritage Credit Union (UHCU) and other financial institutions are enhancing employee experience and operational efficiency with Engageware’s Employee Knowledge Management (EKM) -applicable in bank and credit union settings.

From smarter AI to enhanced scheduling and knowledge tools, discover how our latest innovations are helping financial institutions improve customer engagement, streamline operations, and drive real results.

In today’s fast-paced banking environment, meeting customers where they are is essential. In this on-demand webinar, Alison Kalman, EVP & Chief Banking Officer at Lowell Five Bank, and Evan Hagberg, Lead Solution Architect at Engageware, share how seamless appointment scheduling can enhance customer engagement, strengthen relationships, and drive real business outcomes.

If you’ve been watching the AI space like we have, you know something big is shifting. The conversation is moving fast from GenAI to the promise of agentic AI.

Engageware Lobby Management gives financial institutions real-time visibility into branch traffic and staff availability to manage walk-ins and scheduled appointments from a single platform.

Orchestrate compliant customer journeys across banking, telecom, and insurance. Studio connects your core systems with no-code tools, built-in audit trails, and 60% faster deployment.

See how a digital-first credit union achieved 86% YoY appointment growth, $19.2M in loans serviced, and a 97.4% Virtual Agent answer rate with Engageware Virtual Branch.

See how Logix Federal Credit Union scaled to 5,600+ appointments per month, eliminated a 24-hour confirmation delay, and grew loans and accounts through its existing cost structure with Engageware Appointment Scheduling.

See how Bancor achieved an 85% first-interaction resolution rate, 72% growth in WhatsApp usage, and 135,000+ monthly interactions with Engageware Virtual Agent, Live Agent, Studio, and Engage.

See how Efecty automated 2.5 million queries, achieved a 95% resolution rate, and cut phone volume 48% in year one with Aivo by Engageware Virtual Agent.