Construction Case Studies and Success Stories with Engageware

CASE STUDY Sharonview Federal Credit Union

Engageware helped Sharonview Federal Credit Union solve the problem of employees struggling to find policy and procedure information. The credit union used Engageware to centralize and make all key d...ocuments searchable. Employees now use a single source of truth, which reduced exception reports and increased accountability. Engageware answers 1,000 questions per day, improving efficiency and consistency. Staff feel ownership and are happy with the results.

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CASE STUDY 3 Rivers Federal Credit Union

Engageware helped 3 Rivers Federal Credit Union improve member engagement. The credit union used Engageware's appointment scheduling system. The system works with their digital platforms. This made s...cheduling easy and seamless for members. The solution aimed to drive member value and growth.

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CASE STUDY UMassFive College Federal Credit Union

Engageware helped UMassFive College Federal Credit Union improve knowledge management. UMassFive saw a 170% increase in knowledge management adoption. 75% of employees reported better performance. Th...e solution made it easier for staff to find and use information. This led to more efficient service for members.

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CASE STUDY CEMEX

Engageware helped CEMEX automate customer service in six countries. CEMEX used Engageware's platform to handle customer interactions. The solution achieved a 97% resolution rate. This improved effici...ency and customer satisfaction. CEMEX is a leading global building materials company.

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CASE STUDY OnPoint Community Credit Union

Engageware helped OnPoint Community Credit Union improve employee productivity. They used AI-powered knowledge management. The solution made it easier for staff to find and use information. This led ...to better service for members. The credit union evolved its operations with smarter tools. The story highlights the impact of AI on daily work.

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CASE STUDY Franklin Mint Federal Credit Union

Engageware Banking Chatbot helped Franklin Mint Federal Credit Union serve 120,000 members across digital channels. The chatbot was easy to implement, requiring just one line of code and about a week... to launch. It deflected hundreds of calls daily, reducing pressure on the call center. Members found answers quickly, and engagement with online content doubled. The Engageware team provided strong support and best practices to boost results.

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Financial Services Case Studies and Success Stories with Engageware

CASE STUDY Regional Bank

Engageware's AI-powered virtual assistant helped a regional bank improve customer service. The bank replaced its old chatbot to fix low resolution rates and high agent workloads. With Engageware, 90%... of customer interactions are now handled by the virtual assistant. Digital service usage grew by 72% in one year. The bank saw a 24% increase in NPS score and now processes over 40,000 banking transactions monthly. Only 15% of inquiries need human help, freeing staff for other tasks.

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Insurance Case Studies and Success Stories with Engageware

CASE STUDY Mercantil Seguros

Engageware's AI-powered virtual assistant helped Mercantil Seguros improve customer service. The company used the assistant to automate digital transactions. As a result, Mercantil Seguros achieved a... 97% resolution rate for customer requests. The solution made customer support faster and more efficient. This shows how AI can transform service in the insurance industry.

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Banking Case Studies and Success Stories with Engageware

CASE STUDY Institution for Savings

Engageware’s Employee Knowledge Management helped Institution for Savings improve training and internal efficiency. The bank used the solution to answer 500 to 1,000 employee questions per day. This ...reduced calls and emails, making employees more productive. The tool made it easier to update information and train new hires. Managers could focus on important tasks instead of answering routine questions.

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CASE STUDY Pensiones Banorte

Engageware's Virtual Assistant helped Pensiones Banorte improve customer service for retirees. The bank automated 43% of monthly services with the virtual assistant and enabled 100% automated credit ...applications via WhatsApp. Customer satisfaction reached 80%. The solution provided 24/7 support and made it easy for retirees to manage pensions and apply for credits. In the first month, the new credit feature on WhatsApp generated over $2 million in revenue.

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CASE STUDY Jefferson Financial Federal Credit Union

Jefferson Financial Federal Credit Union used Engageware’s Employee Knowledge Management to improve procedure management for their frontline staff. They moved from SharePoint, which was hard to manag...e and navigate, to Engageware’s platform. The new solution let staff find up-to-date procedures easily and helped keep documents organized. Jefferson Financial launched the new system in just 60 days. Features like review cycles and usage reports made managing policies and training easier.

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CASE STUDY Arizona Financial Credit Union

Engageware Employee Knowledge Management helped Arizona Financial Credit Union solve problems with slow and inconsistent access to information. Employees struggled to find answers using the old intra...net, which hurt member service and morale. After switching to Engageware, 96% of employees found information faster and 98% used the new system first for answers. Employee satisfaction rose to 95%. The solution also freed up managers and improved training and productivity.

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CASE STUDY Marine Federal Credit Union

Engageware Employee Knowledge Management helps Marine Federal Credit Union serve nearly 100,000 members across three states. The platform gives staff one place to find policies, procedures, and produ...ct information. Employees can set review dates for content, collect feedback, and use reports to track what information is most used. The solution makes it easy to update, publish, and unpublish content. Staff feel more confident and productive with quick access to accurate information.

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CASE STUDY South Carolina Federal Credit Union

Engageware helped South Carolina Federal Credit Union improve member experience by making it easy to schedule appointments. Members can now book meetings at any branch or request a call at a set time.... This reduced wait times and ensured the right expert is available. Net Promoter Scores became more consistent and stayed high. Employees also found their workdays easier and more organized.

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CASE STUDY Bank of Oak Ridge

Engageware's Customer Self-Service helped Bank of Oak Ridge reduce call center overload. The bank faced high call volumes and employee stress from routine questions. With Engageware, customers found ...answers online and after hours. Daily call volume dropped by over 20%. Account maintenance backlog fell by more than 66%. Technology-related questions decreased by 64%, letting staff focus on key tasks and client relationships.

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CASE STUDY Regions Bank

Engageware helped Regions Bank improve customer engagement with intelligent online appointment scheduling. The bank wanted to give customers flexible ways to book meetings and avoid long wait times. ...Engageware's solution let customers book appointments online, by phone, or in-branch, and helped employees prepare for each meeting. Since using Engageware, Regions Bank saw a steady 30% increase in appointments booked each year. Customer feedback has been very positive, and both customers and employees find the tool easy to use.

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CASE STUDY iTHINK Financial

Engageware helped iTHINK Financial, a large credit union, improve efficiency and innovation with a centralized knowledge management platform. The solution unified support content, enabled omnichannel... member service, and integrated appointment scheduling. iTHINK Financial aimed to increase scheduled appointments and optimize resource allocation. Engageware's platform reduced call volumes, increased self-service, and empowered both members and employees with easy access to information. The credit union now delivers a seamless, personalized experience across digital channels.

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CASE STUDY Lake Michigan Federal Credit Union

Engageware Scheduler helped Lake Michigan Federal Credit Union manage busy branches and long wait times. LMCU needed a better way to handle appointments and reduce lobby congestion. They chose Engage...ware for its easy-to-use, configurable scheduling tools. After launch, members could book appointments online and check in at self-service kiosks. LMCU saw over 2,300 self-scheduled appointments, $2.6 million in new member loan volume, and $15.2 million in total loan volume.

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CASE STUDY Logix Federal Credit Union

Engageware's Banking By Appointment helped Logix Federal Credit Union improve member service and increase business. Logix replaced a manual appointment system with Engageware's automated, Outlook-int...egrated solution. Members now see real-time availability and get instant confirmations. Staff can plan better, and appointment scheduling is easier. Logix now handles over 5,600 appointments per month, serving 150,000 members at 15 branches. The system lowered costs and helped Logix open more new accounts and loans.

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CASE STUDY Lowell Five Bank

Engageware helped Lowell Five Bank use digital scheduling tools. The bank wanted to improve customer service and sales. With Engageware, Lowell Five Bank saw a 123% growth in revenue. The solution ma...de it easier for customers to book appointments. This led to better customer engagement and more sales.

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CASE STUDY United Heritage Credit Union

Engageware's Employee Knowledge Management helped United Heritage Credit Union solve slow and inefficient knowledge access. Employees struggled with a 13-second search time and outdated content. Enga...geware provided an easy-to-use, enterprise-wide knowledge base. Search time dropped to 1 second. The credit union saved 304 hours and 10 months of manual training time. Staff now work more efficiently and onboard new hires faster.

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CASE STUDY Staley Credit Union

Engageware Customer Self-Service helped Staley Credit Union give members answers fast, even outside business hours. The solution was live on their website in less than 30 days. Staley Credit Union ne...eded a tool to let members help themselves. Engageware handled most of the setup and content work. The staff at Engageware gave quick, friendly support. Staley Credit Union found Engageware delivered exactly what was promised.

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CASE STUDY American 1 Credit Union

Customer Self-Service from Engageware helped American 1 Credit Union support members during COVID-19 branch closures. The credit union used chatbots, guided tutorials, and contextual FAQs to give mem...bers fast answers online. Members could get help 24/7 through the website and mobile app. This made it easier for members to do banking tasks on their own. The solution also helped staff focus on more complex questions.

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CASE STUDY Banco Comafi

Engageware's AI-driven Virtual Assistant, Sofia, helped Banco Comafi improve customer service and digital engagement. The bank wanted a simple, fast, and secure 24/7 support channel. Sofia was launch...ed on web and WhatsApp, leading to a 387% increase in virtual assistant interactions. Banco Comafi enabled 100% self-management for customers on WhatsApp, automating 34 banking tasks. The solution achieved a 98% interaction resolution rate and 100,000 monthly conversations.

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Other Industry Case Studies and Success Stories with Engageware

CASE STUDY NetUno

Engageware helped NetUno improve customer service. NetUno used Engageware to automate support and sales. The solution delivered a 90% resolution rate. NetUno also cut call center volume by half. This... made customer support faster and more efficient.

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CASE STUDY ADT

Engageware's Virtual Assistant, Olivia, helped ADT solve 97% of customer inquiries. ADT faced limited customer service hours and could not handle many inquiries at once. With Olivia, ADT now manages ...over 7,000 interactions monthly, up from 300. The AI assistant provides 24/7 support, reduces wait times, and automates tasks like ticket creation. This improved customer experience and increased efficiency for ADT.

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