Governed AI across agents and workflows
Banking-grade engagement
Customer engagement that grows deposits and cuts costs
Enterprises run 300 million customer interactions annually on Engageware. Automate transactions on digital channels, maintain SOC 2 compliance, and reduce service costs by 20-50% with one governed platform.
Trusted by 25% of the top 50 banks in the Americas
The Financial Services Experience Gap
High volume, higher expectations, fragmented systems fall behind
Demand at scale
- Low containment rates force expensive agent transfers
- Lost context between digital channels and live support
- Can’t complete transactions without phone or branch
- Disconnected data across core banking, CRM, and contact center
Where fragmented systems falls short
- Low containment rates force expensive agent transfers
- Lost context between digital channels and live support
- Can’t complete transactions without phone or branch
- Disconnected data across core banking, CRM, and contact center
What banking needs now
- Self-service that handles actual banking operations
- Secure, compliant workflows on digital channels
- Smart escalation that preserves context and urgency
- Unified orchestration across every customer touchpoint
Financial outcomes delivered
Resolve more, escalate less, revenue up
AI that actually understands banking
Handle balance checks, fraud alerts, loan applications, and disputes without breaking a sweat. Customers get instant answers. Agents only see complex cases. Your costs drop while satisfaction climbs.
One source of truth. Zero compliance headaches
Every rate, policy, and regulation lives in one place. Customers get the right answer every time. Agents stop guessing. Auditors stay happy. Your compliance team sleeps better.
Turn conversations into appointments
Appointments Into Revenue. Match customers with bankers in seconds. Pre-qualified leads walk into branches ready to open accounts, sign loans, or invest. No-shows disappear. Conversion rates soar.
Banking workflows that generate results
Complete banking automation from mobile to branch
Instant banking operations
Authentication, OTP token delivery, balance inquiries, money transfers, transaction authorization, lost/stolen card reporting, recent transaction summaries, currency exchange, check operations, deposits and payment due dates, card replacement, and bill payments.
Account opening & KYC
Open accounts digitally with identity verification, document collection, and KYC validation. Guide customers through product selection while maintaining compliance and reducing abandonment.
Loan pre-approval
Simulate loan amounts, collect required documentation, verify eligibility, and provide instant pre-approval decisions. Customers complete applications on WhatsApp without calling or visiting branches
Fraud prevention & alerts
Send real-time fraud alerts via digital channels, allow customers to confirm or deny suspicious transactions instantly, and automate card blocking when fraudulent activity is detected.
Payments & collections
Automate past-due notifications, present payment plan options, and confirm arrangements using compliant language. Enable customers to make payments directly in conversation.
Proactive engagement
Send personalized offers for loans, credit cards, investment products, and insurance via digital channels with 2x higher conversion rates than traditional channels.
Seamless connectivity
Working within your telecom architecture
Engageware connects to APIs and CRMs including Salesforce, ServiceNow, Jack Henry, FIS, Temenos, Mambu, and nCino. Our platform orchestrates secure, governed workflows that run on your real customer data, credit policies, and compliance rules.
GOVERNANCE BUILT IN
Security without compromise
Information is protected through:
- Encryption in transit and at rest
- Role-based access controls and least-privilege permissions
- Full interaction logging for auditability
Operational oversight includes:
- Workflow reviews for policies and customer guidance
- Processes aligned with regulations and compliance obligations
- Governance ensuring consistent, accurate responses
Data handling standards:
- Sensitive information safeguarded end-to-end
- Customer data is not used to train external models
- Certified compliant with SOC 2 Type II, ISO 27001, GDPR, and LGPD standards
