Engageware to Share Agentic AI Deployment Playbook for Financial Services at Fintech Americas 2026

CEO Dan O’Malley to Join Executives from Bank of America, CITI, and Banco de Córdoba on Scaling Agentic AI Across Service, Sales, and Operations

BOSTON--(BUSINESS WIRE)--Engageware, the most used AI-powered customer engagement platform for regulated industries, trusted by more than 600 global enterprises including 25% of the top banks in the Americas, today announced it will showcase at Fintech Americas 2026 how banks and other financial services organizations can scale agentic AI into production with the governance, auditability, and operational controls required in high-volume, compliance-critical environments.

"Many banks have AI pilots. Few have figured out how to scale them," said Dan O'Malley, CEO of Engageware. "At Fintech Americas, we'll share the deployment playbook that's helped enterprise leaders move agentic AI into production—automating high-volume, high-stakes workflows while maintaining governance, auditability, and control."

Engageware (Booth #400C) to Showcase AI Deployment Playbook and Fintech Use Cases

Engageware will demonstrate its AI deployment playbook alongside live demonstrations of fintech-ready journeys, including:

• Instant banking operations - balance inquiries, transfers, bill payments, card services, and transaction authorizations
• Account opening & KYC - digital account opening with identity verification, document collection, and KYC validation
• Loan pre-approval - simulate loan options, collect documentation, verify eligibility, and deliver instant pre-approval decisions
• Fraud prevention & alerts - detect suspicious activity and send real-time alerts that allow customers to instantly confirm transactions or block compromised cards
• Payments & collections - automate payment reminders, offer payment plan options, and enable customers to make or confirm payments
• Proactive engagement - deliver personalized offers through digital channels to drive higher engagement and conversion

Executive Session to Help Bank Leaders Move AI from Roadmap to Reality

“From Roadmap to Reality: AI Agents Inside Global Banks” will be hosted live for Fintech Americas attendees at 12:30pm on March 24th on the Dimension Stage.

Engageware CEO Dan O’Malley will lead a panel discussion with:

• Bank of America: Annali Duarte, Head of Global Payments Solutions LatAm
• CITI: Driss Temsamani, Managing Director - Americas Head of Digital
• Banco de Córdoba: Jesica Cardozo, Functional Lead in Digital Banking - Virtual Assistant Specialist

The session will address how financial services organizations can move beyond demos to production-scale deployments with measurable business impact. The session will cover what it takes to scale AI agents across customer journeys to drive growth, improve conversion, and reduce operational costs and churn.

Previewing Engageware AI Voice Agents

Engageware will preview AI Voice Agents at Fintech Americas, showcasing conversational AI that executes complete multi-step workflows, like account updates, payment processing, appointment scheduling, and service changes, without transferring to live agents. Unlike voice AI that stops at information retrieval, Engageware writes back to core banking systems in real-time, with full conversation context preserved across voice, chat, and digital channels, helping financial institutions reduce live agent escalations and improve resolution speed.

To connect with Engageware at Fintech Americas, visit Booth #400C or click here to schedule time with Engageware experts.

About Engageware

Engageware is the most used AI-powered customer engagement platform for regulated industries. Trusted by more than 600 global enterprises - including 25% of the top 50 banks in the Americas and 20% of the top telecom providers - Engageware helps organizations modernize service and sales with governed conversational and generative AI that improves conversion, reduces contact center load, and strengthens customer trust across digital and human-assisted journeys. Engageware’s platform unifies AI customer agents, appointment scheduling, and knowledge management to seamlessly connect customers to the right answers and experts, and employees to the right guidance to help reduce costs, grow revenue, and manage risk at scale. Headquartered in the technology district outside of Boston, Massachusetts with operations throughout Latin America, 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.