eBooks

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 August 2022, Engageware partnered with market research firm, Infosurv, to conduct the annual survey of banking professionals in the United States. This research explores the strategic priorities of U.S.- based banks and credit unions, their current initiatives, and their outlook on customer engagement for the coming year. This year the research was also complemented by a survey of U.S. banking consumers’ attitudes, behaviors, and expectations. In this report, we look closely at both of those surveys to explore trends and perceptions of customer engagement among industry professionals and unpack the priorities and strategies banks and credit unions plan to employ for fostering stronger customer engagement in 2023.

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

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.

As we kick off 2022, what challenges or opportunities can financial institutions expect around customer engagement? How can you begin to prepare now to be more ready for what’s coming next? Read our exclusive report consisting of survey results from almost 100 bankers outlining their 2022 priorities and strategies.

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.

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.