Why Branches must close the gaps in the CX Strategy
Today’s customers expect omnichannel experiences requiring branch networks to provide seamless access to information, services, and trusted experts wherever and whenever they engage. Yet as banks accelerated their digital transformation last year, many discovered gaps in their online strategy and inefficient customer interactions in the absence of physical branches. Engageware recently presented at Future Branches […]
How Do You Keep Track of Client Appointments?
If your business has a high volume of appointments to track, paper calendars or even a free appointment scheduler aren’t going to cut it—you need an enterprise-grade scheduling solution. All of your clients, prospects, and team members deserve a high-quality appointment scheduling experience, from the moment they first hear about your business to the post-appointment engagement. […]
Rapid Response to Aid City of LA Residents During Pandemic
How do you distribute $37 million to 100,000 residents across the country’s second largest city in less than 30 days? How do you do that – but during the world’s largest pandemic in 100 years? A look at how an appointment scheduling model helped the City of LA achieve this feat, and how it can […]
Stimulus 2.0 – What Credit Unions and Banks Need to Know
How to get ahead of FAQs surrounding the second stimulus packages A $900 billion economic relief package was signed on December 27, 2020. This package includes a second round of stimulus payments making its way to Americans immediately and hitting bank accounts via direct deposits as early as December 29th, according to the IRS. Here’s what credit unions and banks need to know to handle the […]
What Software Do Companies Use for Scheduling?
If your business is looking for ways to boost productivity and efficiency when it comes to setting up customer appointments, taking advantage of appointment scheduling software can help. Appointment scheduling software allows customers to book online and companies to easily track appointment data. When doing your research, how can you tell which is the best business […]
Meet Customer Demand Through Optimizing Staff Schedules
As COVID has changed client expectations around when, how, and where to meet with your organization, how are you adjusting your business to align with customer demand, stay ahead of the competition and still meet your business objectives around growth/revenue/profits? With Engageware’s Analytics for Appointment Scheduling, companies can understand the days and times that are […]
The Emergence of Human Interfaces for Fintech Software
Humanizing Fintech – Fintech Goes Human Humanizing Fintech Interfaces. Software is becoming more human-like and easier to use. Financial institutions are driving customer happiness by humanized banking software with the use of knowledge and conversational banking human interfaces. From Employees to Members/Customers. Today both employees and members/customers of financial institutions are using software that’s hard to use. The best designs still lead to confusion and clutter. While design has improved over time, software is still mostly hard to […]
The Revenue Bots Are Coming…. To Sell You Something!
Bots, Bots, Everywhere… The Future of Automated Financial Sales Finally, it is here. We are enjoying the realities of conversational banking; being able to talk and text using natural language to do “banking-stuff.” It’s a fun idea, and more than that, it is hugely significant. Bots and conversational banking, using natural language to streamline digital interaction is without a doubt the next […]
Banking By Appointment Is Here To Stay Beyond COVID, Reports ABA Banking Journal
“We know customers who set appointments with their banker are typically more satisfied than those who don’t.” That’s according to Shawn Niehaus, SVP and director, retail financial centers and One Bank at Fifth Third who recently spoke to ABA Banking Journal. The recent article, featuring Engageware customers and other industry thought leaders, explores how appointment […]
Conversational Banking Trends – November 2020
Engageware today released its Engageware Labs monthly report highlighting Conversational Banking “Micro-Trends,” the detailed, low-level data driving the newest wave in digital banking. The report shows what credit unions and banks are experiencing as they deploy virtual assistants to build out their conversational banking strategy. This is not a survey of what people claim to do. This is real-time data showing real usage from financial institutions actually […]
Engageware and Webex: How Necessity Leads to Sustainable Innovation
I’ve talked with many Webex customers who want the simplicity, convenience and security to add video conferencing to their Engageware appointments to enhance meeting experiences. Through our partnership with Webex, banking associates, loan officers, portfolio managers and retailers can enhance customer interactions and ensure efficient operations. Engageware had the great opportunity to work closely with […]
Engageware Chatbot: Trends and insights as we head into 2021
2020 will be remembered for a lot of reasons (most we will want to forget), but for banking it will be remembered as the year that banking truly went digital. An increased dependency on digital banking saw a significant increase in reliance on digital self-service solutions like chatbots and live chat. In a recent webinar, […]