Resources

Learn about everything from customer success stories, product info, to viewpoints from the core team.

Featured Resources

eBook

AI-Driven Customer Engagement: 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

iTHINK Financial: Pioneering Content Excellence

Hear from the AVP of Administration and Marketing at iTHINK Financial how Engageware helped make their content easy to find and easy to use for both employees and members.

eBook

3 Ways FIs Use Knowledge Management to Deliver Great Customer Experiences

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.

eBook

Choosing the Right Appointment Scheduling Solution

Learn the key questions your company should be asking when considering an online appointment scheduling solution.

Data Sheet
Appointment Scheduling Overview
Discover 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.

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Data Sheet
Employee Knowledge Management Overview
Discover 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.

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Data Sheet
Scheduler for Salesforce Overview
Connect with your customers in a whole new way—without ever leaving Salesforce with Engageware's Scheduler for Salesforce.

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Data Sheet
Customer Self-Service Overview
Discover 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.

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eBooks

eBook
Empowering Employees for Operational Efficiency
This report unpacks how to navigate the challenges of turnover and technology in financial services

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eBook
AI-Driven Customer Engagement: 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.

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eBook
ENGAGE 2024: 2024 Outlook for Customer Engagement in Banking
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.

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eBook
5 Ways Wealth Management Companies Can Use Appointment Scheduling to Drive Advisor Productivity
Learn how wealth management companies can use Intelligent Appointment Scheduling to drive efficiency and grow assets under management faster.

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Success Stories

Success Story
UMassFive
UMassFive Boosts Knowledge Management Adoption by 170%, Driving 75% of Employees to Report Performance Gains

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Success Story
NetUno
How NetUno Reduced Call Center Volume by 50% using Advanced Virtual Assistant

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Success Story
Lowell Five Bank
How Innovative Scheduling Solutions Transformed Lowell Five Bank into a Customer-Centric Leader

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Success Story
3Rivers Federal Credit Union
Appointment data helped 3Rivers better align member needs with staff training to ensure those needs were being met.

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Videos

Video
Virtual Assistant Maximizes Customer Engagement with 98% Resolution
Learn how our Virtual Assistant helps companies deliver exceptional support and engagement.

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Video
Appointment Scheduler
We’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!

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Video
Streamlined Knowledge Led to Save 10 Months in Manual Training Time
Hear from Laurie Roth, Learning and Development Manager, how United Heritage Credit Union harness Engageware Knowledge Management to enhance operational efficiency and leverage employee experiences.

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Video
Driving Customer Satisfaction with Omnichannel Customer Service
From AI-driven virtual assistant to unified knowledge base and easy appointment scheduling, Engageware combines technology and human touch to meet today’s customer expectations. Discover the power of Engageware in providing a seamless 24/7 omnichannel experience.

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Webinars

Webinar
NATCO Credit Union Shares Their Top Five Tips For Implementing Appointment Scheduling
NATCO 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.

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Webinar
Customer engagement: The key to loyalty, trust, and retention
In 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.

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Webinar
How OnPoint Community Credit Union Optimizes 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.

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Webinar
Do More With Less: Overcoming Staffing Challenges in 2022
In 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.

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Events

Event
Future Branches
06/24/2024
The Westin Copley Place, Boston, MA

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Event
ReEngage 2024
09/09/2024
Nashville, TN

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Resources

Featured Resources

Data Sheets

eBooks

Success Stories

Videos

Webinars

Events