Engageware, a leading provider of AI-powered customer engagement solutions for regulated industries, is showcasing its trusted platform at Money20/20. The company, trusted by over 600 global enterprises, is on track to surpass one billion AI interactions and 1.5 billion scheduled appointments. Its enterprise-grade platform unifies AI agents, appointment scheduling, and knowledge management to help financial institutions streamline engagement, automate workflows, and strengthen customer relationships at scale.
Engageware is highlighting its AI customer engagement platform at Money20/20.
The platform is trusted by over 600 enterprises, primarily in regulated industries.
It is set to surpass one billion AI interactions and 1.5 billion scheduled appointments.
The solution unifies AI agents, appointment scheduling, and knowledge management.
It helps financial institutions reduce operational costs and generate revenue.
The focus is on responsible AI with strong governance for regulated sectors.
Engageware’s platform is designed to meet the stringent requirements of financial institutions, which are under pressure to improve efficiency and adopt AI with strong governance. The platform combines conversational and generative AI to automate routine inquiries, deliver instant knowledge, and seamlessly connect customers with human resources when needed. This approach allows financial services companies to accelerate AI-driven innovation, reduce operational costs, and build customer loyalty with outcomes grounded in decades of regulatory compliance expertise.
Company leadership emphasized the mission-critical nature of their solutions for the financial sector. “Financial institutions are under immense pressure to improve efficiency, deepen customer relationships, and adopt AI with strong governance,” said Dan O’Malley, CEO of Engageware. “Our mission is to help them engage customers faster, smarter, and more securely with the controls, auditability, and transparency required in regulated industries. We partner with many of the largest banks, wealth managers, and registered investment advisors across the Americas, and we’re proving how responsible AI transforms customer engagement and delivers measurable, trusted outcomes.”
The scale of Engageware's platform underscores its market position and reliability. It powers over 50 million knowledge queries, 90 million meetings, and 150 million AI interactions annually. These figures highlight the measurable business value financial institutions achieve by integrating AI-driven solutions into their customer engagement strategies. The company's presence at Money20/20 reinforces its role as a leading AI partner for demonstrating how responsible AI can lower the cost-to-serve, improve the customer experience, and reduce risk at scale for the world's leading financial brands.
Engageware is a leading provider of AI-powered customer engagement solutions, helping organizations resolve customer needs on the first interaction and build lasting relationships in critical moments. Anchored by three integrated enterprise-grade solution offerings — appointment scheduling, knowledge management, and AI agents — Engageware’s platform combines conversational and generative AI to automate routine inquiries, deliver instant knowledge, streamline scheduling, and seamlessly connect customers with the right human resources when needed. In 2023, Engageware acquired Aivo, a conversational AI pioneer, strengthening Engageware’s digital engagement capabilities and expanding Engageware’s global presence.
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