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, announced its participation at Money20/20, the world’s premier fintech event, taking place October 26–29 in Las Vegas. Trusted by over 600 global enterprises, Engageware’s platform is on track to surpass one billion AI interactions and 1.5 billion scheduled appointments. At the event, the company will showcase how financial institutions worldwide are leveraging its AI solutions to accelerate outcomes, serve customers more intelligently, and build lasting trust.
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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, alongside other company executives, will meet with industry leaders and customers to explore how AI can be responsibly deployed to transform the customer journey while driving measurable business results.
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The platform’s impact is significant: it powers over 50 million knowledge queries, 90 million meetings, and 150 million AI interactions annually, helping financial institutions improve efficiency, deepen customer relationships, and maintain compliance with strict regulatory standards. “Financial institutions are under immense pressure to improve efficiency, deepen customer relationships, and adopt AI with strong governance,” said Dan O’Malley. “Our mission is to help them engage customers faster, smarter, and more securely, with the controls, auditability, and transparency required in regulated industries. By partnering with the largest banks, wealth managers, and registered investment advisors across the Americas, we’re demonstrating how responsible AI can transform customer engagement and deliver measurable, trusted outcomes.”
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Engageware’s participation at Money20/20 underscores its role as a leading AI partner for regulated industries, showing how innovative, responsible AI solutions can reduce operational costs, enhance customer experience, and mitigate risk at scale.
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