Company Brings Proven AI Engagement Solutions Generating Revenue and Reducing Operational Costs for Leading Financial Institutions Worldwide

Engageware, the most widely used AI-powered customer engagement platform for regulated industries, today announced its participation at Money20/20, the world’s leading fintech event taking place October 26 - 29 in Las Vegas. Trusted by more than 600 global enterprises, Engageware’s platform is on track to surpass one billion AI interactions and 1.5 billion scheduled appointments. At the show, Engageware will demonstrate how highly regulated financial institutions worldwide are leveraging its platform to accelerate outcomes, serve customers smarter, and earn lasting trust.

Engageware’s enterprise-grade platform unifies AI agents, appointment scheduling, and knowledge management to streamline engagement, automate workflows, and strengthen relationships at scale. Newly appointed CEO Dan O’Malley and company executives will meet with industry leaders and customers to discuss how AI can be deployed responsibly to reshape the customer journey and drive measurable business outcomes.

At Money20/20, Engageware will demonstrate how its solutions enable financial institutions to:

• Accelerate AI-driven innovation, reduce operational costs, and align with evolving business priorities
• Fuel smarter growth through appointment scheduling and transparent automation
• Build customer loyalty with proven outcomes grounded in decades of financial industry and regulatory compliance expertise

Engageware’s platform powers over 50 million knowledge queries, 90 million meetings, and 150 million AI interactions each year. These results highlight the measurable business value financial institutions achieve when they integrate Engageware’s AI-driven solutions into their customer engagement strategies.

“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.”

Engageware’s presence at Money20/20 reinforces its position as a leading AI partner for regulated industries, demonstrating how responsible AI can lower cost-to-serve, improve customer experience, and reduce risk at scale.

Attendees can connect with Engageware at Money20/20 in Las Vegas at booth #20091 to explore how AI-powered innovations are reshaping the future of financial services. To schedule time to speak with Engageware experts, visit https://engageware.com/company/contact-us/.

About Engageware

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. Trusted by more than 600 customers, enterprises across banking, financial services, telecom, retail, healthcare, and education, Engageware orchestrates intelligent customer journeys that reduce friction, improve operational efficiency, and enhance customer satisfaction. Headquartered in Tewksbury, Massachusetts, with operations throughout Latin America, Engageware serves customers worldwide. Engageware is a portfolio company of Clearhaven Partners, a Boston-based private equity firm focused exclusively on investments in software and technology businesses. Visit https://engageware.com to learn more.

View source version on businesswire.com: https://www.businesswire.com/news/home/20251021531839/en/

Engageware's proven AI engagement solutions generate revenue and reduce operational costs for leading financial institutions worldwide