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Financial Services

Articles and News covering Financial Services appointment scheduling.
Click here to view Vendors offering Financial Services appointment scheduling.

Engageware Acquires Aivo, Adds Conversational & Generative AI to Offering

August 24, 2023

Engageware announced the acquisition of Aivo, a provider of conversational and generative AI technology. According to Engageware, the acquisition will extend their platform capabilities to help financial institutions, wealth and asset management firms, insurance brokers…

Categories: Appointment Scheduling, Financial Services, Mergers, Acquisitions & Investments, NewsCompanies mentioned: Engageware

Engageware Launches Peer Analytics Feature

March 7, 2023

Engageware announced the launch of Peer Analytics for bank and credit union customers, allowing their customers to do benchmarking against similar-sized financial institutions. Engageware’s solution will use appointment scheduling historical data such as: Pre-scheduled appointments…

Categories: Appointment Scheduling, Customer Experience, Financial ServicesCompanies mentioned: Engageware

Engageware Appoints Nina Vellayan as CEO

December 14, 2022

Engageware announced that it has appointed Nina Vellayan as Chief Executive Officer (CEO) of the customer engagement and appointment scheduling company. Vellayan brings more than 25 years of experience in leading software and technology businesses,…

Categories: Appointment Scheduling, Financial Services, NewsCompanies mentioned: Engageware

Customer Engagement in Banking Report Released by Engageware

March 10, 2022

Engageware Customer Engagement in Banking Report

Enterprise appointment scheduling provider Engageware has released ‘Customer Engagement in Banking Report: The Path Forward for 2022.’ The report highlights key findings from industry analysts and survey research examining banking professionals’ priorities, challenges and investments…

Categories: Appointment Scheduling, Customer Experience, Financial ServicesCompanies mentioned: Engageware

JRNI Announces Majority Investment by Akmazo Capital

January 13, 2022

JNRI + Akmazo Capital

JRNI today announced the close of a majority investment round from Akmazo Capital. JRNI stated that they will use the investment capital to expedite product development and expand sales, marketing, and customer support functions. Financial…

Categories: Appointment Scheduling, Financial Services, Mergers, Acquisitions & InvestmentsCompanies mentioned: JRNI

National Commercial Bank (NCB) Jamaica Chooses Squarespace for Branch Scheduling

November 8, 2021

National Commercial Bank Jamaica Powered by Squarespace

The largest and most profitable financial institution in Jamaica, Jamaican National Commercial Bank (NCB), announced plans to pilot an online appointment scheduling system in select branches by November 22, 2021. Based on an early look…

Categories: Appointment Scheduling, Customer Stories, Financial Services, NewsCompanies mentioned: Coconut Software, Engageware, JRNI

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