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Trusted by 400+ Financial Institutions

Provide the guidance and support your customers demand for every type of interaction

In the age of digital, the narrative is all about how to leverage digital for all banking interactions. But not every scenario or interaction should be handled via digital – your customers should decide that based on their preference. With Engageware’s Customer Engagement solutions you are able to offer the self-service assistance, provide your frontline staff with the information they need, and the ability to easily schedule time with the right resources so you can be comfortable knowing that however they chose to interact, they are getting the right answers at the right moment.

1

Answer your customers’ questions

Provide self-service assistance for digital interactions they need to engage with your business

2

Give your staff the knowledge they need

Ensure your frontline staff has access to consistent, reliable information regardless of the channel

3

Route customers to the right person

Connect customers and prospective customers to subject matter experts at a time that works best for them

Answer your customers’ questions on demand

Give your customers the self-service assistance they need to engage with your business. Engageware builds and launches a customized knowledge base with natural language intelligence to increase adoption of customer-facing technologies and ensure rapid engagement and results.

  • Reduce call volumes with step-by-step guides and tutorials
  • Increase digital adoption with answers that surround your members
  • Launch fast with a customized knowledge base
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Give your staff the knowledge they need

With Engageware’s robust knowledge management solution, you can increase customer satisfaction and improve service levels by ensuring your employees can give fast, accurate answers to customer questions – every time.

  • Empower your employees with consistent, reliable information at their fingertips
  • Improve employee confidence while reducing training times
  • Deploy quickly with a dedicated team that loads, structures, and optimizes your content
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Engareware has three great tools that we rely on, but what I’m most excited about is the huge value that they can provide over time.

iThink Financial

Route customers to the right person

Engageware’s appointment scheduling ensures customers are meeting with the right person every time, whether they start digitally or in the lobby, Ensure the unique requirements of every appointment request are routed to the team members and resources that can best help your customer.

  • Match customer appointments to the right employees
  • Answer questions and solve problems faster
  • Compile locations, skills and availability on one calendar
See Appointment Scheduling >

Real customers. Real results.

National Bank of Canada connects client directly with bank advisors

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Appointment data helped 3Rivers better align member needs with staff training

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Regions Bank set itself apart from its competitors as a customer-focused bank

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