South Carolina Federal Credit Union

South Carolina Federal Credit Union offers a full range of financial services to its members, including savings, checking, credit card, investments and loans. A non-profit with 175 employees and 20 locations throughout the state of South Carolina, South Carolina Federal’s 170,000 members are also its owners. The Challenge Over its 85 years, South Carolina Federal […]

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Bank of Oak Ridge

Bank of Oak Ridge is an employee-owned community bank with locations in Greensboro, Summerfield and Oak Ridge, North Carolina. The Bank was established in 2000 with the goal of delivering Banking as It Should Be. With a focus on providing personal attention and convenience for every client, they offer a complete range of banking services for individuals […]

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Logix Federal Credit Union

Logix Federal Credit Union was founded as the Lockheed Aircraft Federal Credit Union in 1937. Twelve charter members started the credit union, which was originally located on the grounds of Lockheed’s Burbank facilities. As Lockheed Aircraft grew, it was forced to reevaluate facilities and programs, and ultimately merged with Martin Marietta and changed its name […]

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Staley Credit Union

If you asked Blake E. Wallace, AVP of Member Services at Staley Credit Union, how Engageware met or exceeded his expectations, we would guess he would tell you in these five ways… OK, full transparency — we did ask him and here’s what he told us, and wants you to know. #1 Engageware Customer Self-Service is exactly what we […]

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National Bank of Canada

With $251 billion in assets as of January, 2018, National Bank of Canada, together with its subsidiaries, forms one of Canada’s leading integrated financial groups. It has more than 21,000 employees in knowledge-intensive positions and has been recognized numerous times as a top employer and for its commitment to diversity. Its securities are listed on […]

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Institution For Savings

Headquartered in Newburyport, Massachusetts, Institution for Savings is one of the oldest mutual banks in the country, with $2.7 billion in assets and seven branches serving communities on the North Shore. Together with Tammy Roeger, Senior Vice President of Retail Banking of Institution for Savings and Wes Barry, Vice President of Retail Banking of Institution for Savings, […]

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Franklin Mint Federal Credit Union

Added interactive self-service for their 120,000 members across all digital channels

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Jefferson Financial Federal Credit Union

With 12 locations serving more than 50,000 members across southern Louisiana and Alabama, Jefferson Financial Federal Credit Union has been a staple of their community since 1966. Operating with a frontline staff of 105 employees, Jefferson Financial FCU takes great pride in providing excellent service to its members. When Jefferson Financial Federal Credit Union set out on […]

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Del-One Federal Credit Union

COVID-19 social distancing protocols forced Del-One Federal Credit Union to alter the way they served members. After shutting the doors to walk-in traffic, they selected Engageware’s Essential Banking Package to offer members convenient, online appointment scheduling. In less than a week, the solution was live across all open branches, and members were able to meet […]

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Marine Federal Credit Union

Marine Federal Credit Union started with eight people in 1959, and today serves nearly 100,000 members across North Carolina, Virginia, and South Carolina. With 15 branch locations, Marine FCU strives to deliver convenience to their members with new technology and exceptional member service. Marine Federal Credit Union recognizes that excellent member service begins with the credit […]

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Sharonview Federal Credit Union

The Problem: Before Sharonview Federal Credit Union, a $1.4 billion institution headquartered in South Carolina, the number one employee complaint was the inability to quickly find policy, procedure, and product information. Siloed departmental information led to inefficiency and inconsistency. The goal of fixing this chronic problem drove the decision to purchase Engageware, and to centralize […]

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Regions Bank

Regions Financial Corporation is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, mortgage and insurance products and services, with $129 billion in assets. Its subsidiary, Regions Bank, operates 1,500 banking offices and 1,900 ATMs, with approximately 9,000 employees serving customers across the South, Midwest and in Texas. Regions Bank […]

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Arizona Federal Credit Union

Arizona Federal Credit Union faced a problem. Employees were not able to access the information they needed quickly or efficiently through their intranet, which meant members seeking help were waiting on hold. Consistency, availability, and accuracy of information was lacking, impacting the bottom line and employee and member satisfaction. From this success story, you can […]

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American 1 Credit Union

American 1 Credit Union services nearly 60,000 members with 17 branch locations across southeast Michigan. Operating under the motto, “Boldly Generous. Convenient. Uncomplicated.” American 1 strives to deliver on those words, especially when it comes to making their products and services accessible to their community.  When the COVID-19 pandemic forced shutdowns in the spring of 2020, […]

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Lake Michigan Federal Credit Union

Founded in 1933 by Grand Rapids, Michigan school teacher Lloyd F. Hutt, Lake Michigan Credit Union has grown from its initial 13 members to nearly half a million members who entrust LMCU to manage more than 6.5 Billion in assets. Their trust is well founded—LMCU is rated among the highest in the nation for Return […]

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3 Rivers 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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LPL Financial

LPL Financial built the nation’s largest independent broker-dealer organization by helping entrepreneurial financial advisors establish successful businesses through personalized financial guidance. With more than 16,000 independent financial advisors who manage more than $706 billion in advisory and brokerage assets, the organization is experiencing explosive growth. Challenges: Appointment Scheduling Became A Roadblock For Growth “As LPL […]

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