Community of Bankers
Engage with Bankers is an educational community that provides its members the opportunity to network with other industry thought leaders, share insights and best practices, as well as participate in “show-and-tell” product demonstrations. As any SaaS user knows, there’s the value that a solution provides in your day-to-day usage. But it’s the providers who go the extra mile to extend that value well beyond the day-to-day interactions with our solutions. In addition to our comprehensive solution set, Engageware is committed to elevating value for your organization by sharing the knowledge of our staff, our partners, and most importantly — other customers using our solutions. The Engage with Bankers community provides a forum to connect all three and provide a resource where our customers can consistently share, learn, and grow.
Resources to Share and Learn
Customer Show and Tells
Customer-led sessions that dive deep into how real FIs use Engageware solutions and their results.
Tips and Best Practices
Sessions led by our support and product teams that showcase best practices, pro tips for success, and examples of various use cases.
Product Sessions
Product-led sessions where our product team takes our customers through product trainings, ask me anything sessions, and product updates.
Thought Leadership
Sessions led by industry leaders aimed at providing insights into the topic of customer engagement, demos of partners solutions, as well as insights and data from across the industry.
User Roundtables
Smaller, more conversational style sessions that allow customers to dive deep into shared challenges, discuss best practices, ask questions, and build relationships with their peers across the country.
Partners
Sessions led by Engageware partners, showcasing how they can help maximize the results of your customer engagement efforts across various channels.
A Sampling of Engage with
Bankers Sessions
Our customers have access to all of the great Engage with Bankers sessions, but below are a few examples of the types of Engage with Bankers sessions.
NATCO Credit Union shares their top 5 tips for implementing appointment scheduling
Karen Houser, Director of Marketing, and Kimberly Davis, Branch Manager, from NATCO Credit Union share the top 5 lessons they learned from their appointment scheduling implementation process.
How OnPoint Community Credit Union set-up and continues to optimize their employee knowledge base
OnPoint Community Credit Union’s Aimee Ten Eyck-Schaffer, Organization Procedure Consultant, shares how OnPoint utilizes Engageware’s Knowledge Management solution. She speaks how they set up their content, what they have learned since implementation, and how they maintain their content.
How Affinity Plus takes advantage of POPi/o’s digital customer engagement platform
Learn how POPi/o’s digital customer engagement platform is helping financial institutions, like Affinity Plus Federal Credit Union, engage members and enhance brand loyalty through reliable and user-friendly digital tools.
Why are Banking Customers Switching?
Have you increased or decreased customer loyalty due to your institutions’ recent behavior and performance throughout the pandemic? Your customers told us.
Aligning customers banking needs to the new branch strategy
Banks are retooling their branch network with the introduction of micro-branches and advice centric formats in response to a shift to where customers complete their financial transactions. However, with this shift and new formats, is the banking industry rethinking how these factors will impact their branch design and customer journey?
Maximizing the Value of your Engageware Tools
Learn how customers can create a tiered approach to ensure that their Engageware solutions are positioned to drive the best business outcomes possible.