eBooks

Find out what's new in Engageware for June 2025

The Customer Churn Crisis reveals why customers are leaving banks and credit unions—and how to win their loyalty with customer-centric strategies.

Create Stronger Client Relationships and See Measurable AUM Growth

In today’s competitive landscape, appointment scheduling isn’t just a tool—it’s a growth strategy. For financial institutions, streamlined scheduling drives measurable results in revenue growth, customer satisfaction, and operational eficiency.

The Engageware Q1 2025 release delivers strategic enhancements that balance cutting-edge Gen AI capabilities with the essential human touch needed in financial customer experiences.

Discover how leading firms use Intelligent Scheduling to convert peak interest into action, boosting productivity, client acquisition, and AUM growth.

Explore how Engageware helps industries crack the code on customer engagement through real-world success stories.

A look back at practical innovations driving real business impact

The PEAK Matrix® evaluates Conversational AI products based on market impact—measured by market adoption, portfolio mix, and value delivered and more. Discover Everest Group's analysis of Engageware.

This breakout report takes a closer look at the generational divides and the challenges and opportunities they pose for FIs — along with strategies for navigating them.

This report unpacks how to navigate the challenges of turnover and technology in financial services

Powered by insights from our survey of over 1,700 banking customers and over 300 banking leaders, this report takes a deep look at AI's current and future role in financial services to drive engagement and increase efficiency.

We surveyed over 1,700 banking customers and over 300 banking leaders to highlight what customers are looking for and how banks and credit unions plan to deliver in 2024.

Learn how wealth management companies can use Intelligent Appointment Scheduling to drive efficiency and grow assets under management faster.

In this report, BAI and Engageware share research and key insights on how your organization can increase digital adoption through education, awareness and training of staff and customers.

Learn how asset management companies can use Intelligent Appointment Scheduling to drive efficiency and grow assets under management faster.

In this report, BAI and Engageware share research and key insights on customer engagement and how it can help your bank or credit union develop and retain relationships with customers and members.

Discover how Intelligent Appointment Scheduling allows financial services providers to engage clients in conversations tailored to their needs.

In this brief, we’ll demonstrate how the right knowledge management technology effectively addresses the information requirements of customer care staff while delivering significant and measurable bottom-line benefits to your organization.

Online appointment scheduling facilitates the conversations that drive business. This eBook will help you get the most out of your solution.

When it comes to strategic planning and initiatives to improve customer experience, there is an imbalance in investments made into digital versus employee-assisted channels. Download your copy to learn how three different credit unions utilize knowledge management to help their institution thrive inside and out.

Discover tips for increasing assets under management, one conversation at a time with appointment scheduling.

Learn how Leading Retailers are using Intelligent Appointment Scheduling to drive customer engagement & loyalty across every channel.

Learn the challenges facing small and mid-sized financial institutions — and practical advice on formulating the right strategy to meet the times.

Intelligent online scheduling has become a critical factor to modernize manual process, drive rapid ROI and deliver remarkable service.

The options for online scheduling tools continues to grow. But here’s the reality: not all scheduling applications are created equal.

Learn how banking has changed due to COVID based on data one year later.

Learn the three trends that will help credit unions and banks achieve the winning balance of digital + human in 2021 and beyond.

Learn the hidden costs and impact of your digital customer service strategy.

Learn how banks & credit unions are leveraging appointment scheduling to safely engage customers both in-branch and virtually.

Discover how Intelligent Online Appointment Scheduling can help your branch turn every customer engagement into a growth opportunity by combining the insight and personalization capabilities of artificial intelligence with the power to connect each member with the right employee at the right time.

Discover how Intelligent Online Appointment Scheduling can help your branch turn every customer engagement into a growth opportunity by combining the insight and personalization capabilities of artificial intelligence with the power to connect each customer with the right employee at the right time.

Learn the solution for solving 4 out of the 5 reasons why banking consumers switch.

Considering a queue management solution? Ask yourself these questions.

Learn how online appointment scheduling can help you create conversations with your customers that drive business.