eBook
Innovation Year In Review
A look back at practical innovations driving real business impact
Resources
Learn about everything from customer success stories, product info, to viewpoints from the core team.
Featured Resources
Success Story
UMassFive
UMassFive Boosts Knowledge Management Adoption by 170%, Driving 75% of Employees to Report Performance Gains
eBook
ENGAGE Volume 2: Navigating the Role of AI 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.
Video
Virtual Assistant Maximizes Customer Engagement with 98% Resolution
Learn how our Virtual Assistant helps companies deliver exceptional support and engagement.
Data Sheets
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Data SheetAppointment Scheduling OverviewDiscover how to convert views into visits across any channel, anywhere. Engageware’s powerful solution adapts to the unique needs of your booking process, yet it is simple for customers to use. -
Data SheetEmployee Knowledge Management OverviewDiscover how to make your knowledge easy to find and even easier to follow. Engageware's powerful solution simplifies your knowledge for employees while improving their productivity and confidence. -
Data SheetScheduler for Salesforce OverviewConnect with your customers in a whole new way—without ever leaving Salesforce with Engageware's Scheduler for Salesforce. -
Data SheetCustomer Self-Service OverviewDiscover how to help your customers to help themselves – while reducing call volumes and customer frustration. Engageware's powerful solution enables you to guide your customers to success.
eBooks
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eBookInnovation Year In ReviewA look back at practical innovations driving real business impact
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eBookEngageware, Major Contender in Conversational AIThe 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. -
eBookENGAGE Volume 4: Generation–Proof Your Financial InstitutionThis 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. -
eBookENGAGE Volume 3: Empowering Employees for Operational EfficiencyThis report unpacks how to navigate the challenges of turnover and technology in financial services
Success Stories
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Success StoryMercantil SegurosDiscover how Mercantil Seguros optimized digital transactions with 97% resolution using Engageware's AI powered Virtual Assistant. -
Success StoryUMassFiveUMassFive Boosts Knowledge Management Adoption by 170%, Driving 75% of Employees to Report Performance Gains
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Success StoryNetUnoHow NetUno Reduced Call Center Volume by 50% using Advanced Virtual Assistant -
Success StoryLowell Five BankHow Innovative Scheduling Solutions Transformed Lowell Five Bank into a Customer-Centric Leader
Videos
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VideoTransform Customer Engagement with Proactive Messaging: Meet EngageDiscover how Engage transforms customer interactions with proactive SMS and WhatsApp communication. -
VideoVirtual Assistant Maximizes Customer Engagement with 98% ResolutionLearn how our Virtual Assistant helps companies deliver exceptional support and engagement.
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VideoAppointment SchedulerWe’re excited to introduce our redesigned Appointment Scheduling tools. Revolutionize your workflow with seamless contact management and intuitive booking. See how these tools boost efficiency and elevate engagement. Ready to see the difference? Watch the video now! -
VideoStreamlined Knowledge Led to Save 10 Months in Manual Training TimeHear from Laurie Roth, Learning and Development Manager, how United Heritage Credit Union harness Engageware Knowledge Management to enhance operational efficiency and leverage employee experiences.
Webinars
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WebinarNATCO Credit Union Shares Their Top Five Tips For Implementing Appointment SchedulingNATCO Credit Union's Karen Houser, Director of Marketing, and Kimberly Davis, Director of Sales and Service, share the top five lessons they learned from their appointment scheduling implementation process. -
WebinarCustomer engagement: The key to loyalty, trust, and retentionIn this webinar, Engageware and BAI have a conversation about the key differences between customer experience and customer engagement and how a customer engagement focus builds and grows relationships that translates to loyalty, trust, and retention. -
WebinarHow OnPoint Community Credit Union Optimizes their Employee Knowledge BaseOnPoint Community Credit Union’s Aimee Ten Eyck-Schaffer, Organization Procedure Consultant, shares how OnPoint utilizes Engageware’s Knowledge Management solution. -
WebinarDo More With Less: Overcoming Staffing Challenges in 2022In this webinar, we highlight two ways banks and credit unions are using self-service and knowledge management to help employees work smarter, do more with less, and thrive in 2022.
