Articles from Engageware

Aivo, an Engageware company that delivers AI-powered customer experience solutions to enterprises in highly regulated industries around the world, today announced the AI in CX Summit 2025, a free digital event taking place on October 16, 2025, from 9:00 - 11:30 AM CDT. Presented in partnership with IMT and the Global CX Forum, the summit will bring together top executives from leading brands in banking, telecommunications, and customer engagement to share proven strategies, case studies, and the latest innovations transforming customer experience with AI agents.

Engageware, a leading provider of AI-powered customer engagement solutions for the enterprise, today announced the appointment of Dan O’Malley as Chief Executive Officer, effective immediately. Built on three integrated enterprise-grade solution offerings — AI Agents, appointment scheduling, and knowledge management — Engageware’s platform, trusted by more than 600 customers, powers enterprises to deliver smarter, more seamless customer experiences. A seasoned leader and proven enterprise software and AI technology executive, O’Malley brings more than 20 years of experience driving digital transformation, practical innovation, and growth across the financial services and technology sectors. Rick Lowrey will continue to serve on the Board of Directors as Executive Chairperson as Engageware accelerates its next phase of expansion.

Engageware, a leader in SaaS-based customer engagement solutions trusted by over 700 companies globally, is proud to announce its recognition as a ‘Major Contender’ in the Everest Group’s Conversational AI Products PEAK Matrix® Assessment 2024. This independent research report highlights the top conversational AI technology providers in the B2B SaaS space.

Engageware, the market leader in cloud-based customer engagement software, today announced the acquisition of Aivo, a globally recognized leader and innovator in conversational and generative AI technology. The acquisition extends Engageware’s platform capabilities to help financial institutions, wealth and asset management firms, insurance brokers and other enterprises automate customer service, reduce call center workload, increase sales and improve operational efficiencies. Engageware’s platform provides significant ROI to its clients by helping to solve customers’ needs in the first interaction. The acquisition of Aivo reinforces Engageware’s commitment to innovation and to delivering exceptional solutions to organizations seeking to meet their customers anywhere in their customer journey and improving customer satisfaction leading to increased sales and higher retention.

Engageware, the industry-leading provider of customer engagement solutions, launched Peer Analytics, the industry’s first appointment-scheduling analytics feature engineered to provide Engageware’s bank and credit union customers benchmarking abilities against similar-sized financial institutions.

Engageware, the leading provider of customer engagement solutions, today announced that Natco Credit Union successfully launched Engageware’s Customer Self-Service solution to provide members with continuous support across digital channels, ensuring members can easily and quickly find information on the credit union’s website. Customer Self-Service will be integrated into online and mobile banking in the near future. Headquartered in Richmond, Ind., Natco has approximately $144 million in assets, more than 16,000 members and three branch locations.

Engageware, the industry-leading provider of customer engagement software for financial institutions, today announced that it has appointed Nina Vellayan as Chief Executive Officer (CEO). Vellayan brings more than 25 years of experience and a proven track record of success in leading software and technology businesses. As CEO, Vellayan’s visionary approach and effective leadership style will further propel Engageware’s ability to scale to meet market demand as the company reports record annual recurring revenue and profitability.

Engageware, the industry-leading provider of customer engagement solutions, released its ENGAGE 2023: Customer Engagement in Banking, Annual Trends Report. This year’s report, powered by market research firm, Infosurv, 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. Engageware surveyed banking professionals in a variety of roles at credit unions (65%) and retail banks (35%) with average asset sizes ranging from $250 million to $20 billion. Additionally, this year, Engageware surveyed 450+ banking consumers, aged 18-65.

Engageware, the industry-leading provider of customer engagement solutions, today announced Pasadena, California-based, LA Financial Credit Union, has strategically created new operational efficiencies and improved the employee experience by rolling out Engageware’s Employee Knowledge Management solution to its employee base. Following the launch of Engageware’s Customer Self-Service in April 2021, LA Financial has implemented Employee Knowledge Management to provide employees centralized access to consistent and reliable information in order to better serve members. This positions credit union employees for success while elevating both the employee and member experience.

Engageware, the industry-leading provider of customer engagement solutions, today announced the availability of Personal Booking Pages for its Scheduler for Salesforce solution. This new feature further extends the company’s market-leading intelligent online appointment scheduling solution by providing users an even more streamlined, intuitive booking process to deliver more personalized, high-value customer interactions to help drive measurable growth.

Engageware, the industry-leading provider of customer engagement solutions, today announced Albuquerque, N.M.-based Rio Grande Credit Union, has extended its contract for five more years to further utilize Engageware’s Employee Knowledge Management solution. Rio Grande Credit Union is taking an innovative approach in leveraging this technology to enable employees to provide consistently exceptional member service.

Engageware, the industry-leading provider of customer engagement solutions, today announced, Engage with Bankers, a new community-driven forum that enables the exchange of ideas, resources and best practices for customer engagement for mid-tier financial institutions in the U.S. and Canada. The forum is focused on addressing common industry challenges such as institutional knowledge management, workforce management, customer experience and enabling self-service.

Engageware, the leader in customer engagement SaaS solutions, today announced it closed 2021 with record revenue and profit, having posted more than 40% in annual recurring revenue (ARR) growth. Fueled by increasing demand for digital customer engagement, the nation’s leading financial services, retail, healthcare and technology organizations rely on Engageware’s appointment scheduling and knowledge management solutions to help drive increased revenue, organizational efficiencies and customer experience.

Engageware, the industry-leading provider of customer engagement solutions, announced today that more than one billion appointments have been scheduled via its award-winning appointment scheduling software. Fifth Third Bank, Engageware’s long-time customer, successfully scheduled the one-billionth appointment in support of a home mortgage purchase.

Engageware (formerly TimeTrade SilverCloud), an industry-leading provider of customer engagement solutions, and Glia, a leading provider of Digital Customer Service, today announced integration of their solutions to support financial institutions’ ability to provide more comprehensive customer engagement and support in the digital domain. In a few simple clicks, financial institutions can now easily access the Engageware solution in the Glia operator dashboard without the need for technical resources.

Following TimeTrade Systems’ acquisition of SilverCloud LLC in January 2021, the customer engagement solution provider is now rebranded as Engageware. The new name exemplifies the company’s mission to provide complete customer engagement solutions that enable organizations to more effectively and efficiently engage customers, regardless of the channel. With decades of industry experience, Engageware’s proven solutions make it easy for organizations to deliver a seamless customer experience with purpose-built, out-of-the-box functionality.