There’s no friendly banker online…. UNTIL NOW!

For years, people responded to bank promotions by coming into or calling the bank to talk with a banker.

Enter the Internet. The dynamics have changed. The human element has been disintermediated.

How in the world can a bank build a relationship-friendly brand in this environment?

Engage can help.

Build your bank’s personal brand online is only half the problem—starting the relationship is another. The biggest issue for bank marketers is how to get customers to stop their online search and chose to bank with you.

Right Bankers for the Right Customers Right Now

Engage is the only customer engagement platform that seamlessly integrates personalized communications systems (Text, Voice, and Video Conferencing) and inside of your company’s web presence. It becomes your bank’s sales switchboard on the Internet, making sure the right bankers and loan officers are connected to borrowers/depositors at the right time. Engage humanizes the interaction experience via the Internet, increasing personal touch loyalty, and reducing reaction time for the banker to the customer.

  • Ever wonder why you get thousands of hits and hardly any of them turn into business?

  • Maybe it is too difficult or complex for the customer to reach you?

  • Can your customer get instantly in contact to the right officer at your bank?



Engage delivers conversion ratios around 5.5% for hits to engagement conversion, and about 12% for hits to form submittals. Engage will provide you with new qualified engagements, which previously were lost opportunities.

You will experience immediate accountable results within minutes of implementation.

Engage integrates all the communications, social media and form submittal functions inside a personification portal on your own website, with a single line of embed code. It can do it for one person, a department, or a full banking enterprise, across departments and diverse geographic locations. Engage keeps your prospects focused on the brand experience, not some program provider outside of your live session with the customer.

Business value:

Engage instantly connects a qualified banking customer to your bankers, a customer to your bank. Engage can also connect your banking partners utilizing both external and internal web sites.

Engage is the Internet switchboard connecting bankers and customers together seamlessly without having to use additional programs; it is all embedded in your own website and completely tracked and controlled by you. It truly enables business on the Internet.