Empower Your Users

The shift to digital has created a lot of how-to questions from your customers. Engageware’s step-by-step interactive guides provide users with the visuals they need to learn exactly how to use your digital tools. The best part – it provides them the freedom to choose how they want to learn – click-through step-by-step, watch as a video, listen or read.

Step-by-step interactive guides that walk your users through common digital tasks ranging from setting up mobile or online banking, to bill pay, to Zelle and more.

Answers the Common Questions Clogging Up Your Contact Center

Banks and credit unions are all reporting increased volumes and handle times. The number one cause – long technology calls. It’s frustrating for your employees that have to become tech support on new features. Engageware’s step-by-step guides allow customers the ability to learn on their own as well as provide your employees with a great tutorial to point frustrated customers towards when they call in.

We recently completed a significant upgrade to our Digital Banking system and our members had many questions regarding the changes. With the assistance of the Engageware team, we were able to create guided tutorials that assisted our members with some of the changes to our system. We have also found that the guided tutorials provide great assistance to our staff, as it allows them the ability to “talk” a member through some of their questions.

Honda Federal Credit Union

Set it and Forget it

Engageware’s best practices ensure that customers can find the correct information and take the appropriate action to drive conversion and adoption. With our standard, ongoing content services, we handle the initial design and deployment as well as the ongoing management, and maintenance. This allows you to literally set it and forget it while we handle all of the updates and maintenance.

Watch a 3-minute demo of Engageware’s Customer Self-Service and learn why 350+ FIs choose Engageware

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Frequently Asked Questions

Does Engageware have a list of the different step-by-step guides I can chose from?

Yes, we have a list of the 50+ most common step-by-step guides that our customers have used. From there you will pick the 5 or 10 that you would like to implement. Because each institution is unique, we use the templates as a starting point, but ultimately have to customize each step-by-step guide.

Do we have to maintain the information?

For the step-by-step guides, Engageware maintains them and you will not have access to make updates. However, anytime you have a change, you simply request a change and our team will make the update as part of the annual cost.