Enabling digital, human banking

Engage enables banks to build human relationships with their customers, digitally.

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Empowering software, expert transformation

Engage is a complete solution: a SaaS technology + a content library + expert assistance

Familiar and genuine

Engage is branded and themed for your bank, so customers can enjoy your expert digital service in a space that represents your bank.  It's also staffed by your bankers, so the same smile that welcomes them in the branch is now smiling back in the palm of their hand.  Your brand, your people, your success.

Software, and much more

Included with every Engage license is an additional license to the Transformation Services content library and the direct support of our Transformation expert team.  It's more than software - it's a digital transformation - and we are ready to enable your success.

A different kind of chat

Like all great modern communication platforms, Engage is designed to take a backseat to the conversations it fosters. Long-term secure chats with full history and context guidance keep agents in the moment so truly valuable relationships can flourish. Customers jump right back into the same thread with the same helpful banker in minimal steps, so their best financial resource is always just a tap away.

Empower your agents

Engage is designed by bankers and customer experience experts to be the perfect place for building, managing, and maintaining customer relationships.

Participant controls

Get the right agents involved in a customer conversation by choosing who should be added or removed. Escalate, ask for help, or share the workload.

Mass messaging

Allow agents to send a message to all of their customers at once! Save time and ensure consistency in upsell opportunities or operations announcements.

Recall message

Sometimes a message gets sent by accident. Quickly unsend them and receive immediate recall confirmation to correct errors or undo awkward typos.

We commit to your success

It may be daunting to understand how to use Engage to its fullest potential, but we’ve got you covered. Our Transformation team will be working closely with you to establish audience engagement strategies, measurement and experimentation frameworks, and agent training and feedback systems.

Present your team in their best light

Engage supports a flexible hierarchy to reflect your team structure. Search to quickly find any employee or customer, and customize how your teams are represented with full control of profile data, including rich custom fields.

Great service starts with your people

Your talented, friendly bankers are your best customer service asset, so put them front and center! Customers are guided to choose an agent that best serves their needs, giving them immediate access to one of your bankers. A well-crafted customer journey map - that our Transformation team will help you assemble - will guide this new relationship towards success.

The security you expect

Engage is built exclusively for banks, so security, governance, and risk planning are core capabilities, not add-ons.  Our Transformation Services library provides roll out and operating model strategies to securely integrate Engage with your online banking systems. Don't just take it from us; mobile security experts Appsecuri found that Engage is in the top 90% of customers for security.

Ready for your digital transformation?

We have a package to fit your scale and our Transformation team is standing by