Engageware has named Dan O’Malley as its new CEO, a veteran technology leader with over 20 years of expertise driving digital transformation and AI innovation in the financial services and technology industries. Engageware is known for its AI-powered customer engagement platform, which integrates AI agents, appointment scheduling, and knowledge management to help enterprises deliver seamless and smarter customer experience. Trusted by more than 600 customers, including many top U.S. banks and distinguished financial institutions, the Engageware platform is nearing one billion AI-driven interactions.
Before joining Engageware, O’Malley co-founded and led Numerated, an AI-driven SaaS platform that revolutionized commercial lending for banks and credit unions, managing over $70 billion in lending volume and eventually becoming part of Moody’s Lending Suite. His background also includes leadership roles at Eastern Bank, Capital One, Oliver Wyman, and co-founding one of America’s first neobanks, PerkStreet Financial.
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As CEO, O’Malley will focus on advancing Engageware’s AI innovation, enhancing customer support capabilities, and expanding the platform’s reach and impact. His leadership comes at a time when enterprises increasingly seek trusted providers offering responsible AI to transform customer engagement. He aims to build on Engageware’s collaborative culture and strong market position, aligning the platform’s capabilities with evolving enterprise needs.
Engageware’s solutions focus on enabling enterprises to provide personalized, flexible, and efficient customer interactions. The platform harnesses conversational AI to automate routine inquiries, improves employee efficiency through advanced knowledge management, and streamlines appointment scheduling to engage customers when it matters most. Its omnichannel capabilities ensure consistent, real-time engagement across web, mobile, chat, social, voice, SMS, and WhatsApp.
The platform is recognized for enabling organizations to reduce call center workload by automating up to 80% of routine questions, driving growth through increased sales and conversions, and boosting customer satisfaction. Engageware supports industries including banking, credit unions, education, retail, technology, and telecommunications, with a strong emphasis on compliance and secure, scalable enterprise deployment.
Industry leaders and board members have expressed confidence in O’Malley’s ability to guide Engageware into its next phase of growth, leveraging his strategic vision and customer-centric approach to deepen the company’s AI-driven innovation and market presence.Engageware has appointed Dan O’Malley as its new Chief Executive Officer, signaling a strategic move to accelerate the growth of its AI-driven customer engagement platform. Engageware’s platform integrates AI-powered agents, appointment scheduling, and knowledge management, serving over 600 enterprise customers, including many leading financial institutions. O’Malley brings more than two decades of leadership experience in enterprise software and AI, notably as the co-founder and CEO of Numerated, an AI-driven SaaS platform for commercial lending used by major banks and credit unions. His background also includes senior roles at Eastern Bank, Capital One, and Oliver Wyman.
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In his new role, O’Malley will focus on expanding Engageware’s AI innovations to enhance customer support capabilities and deepen enterprise adoption. His arrival comes at a critical growth phase where enterprises seek trustworthy AI solutions that elevate customer engagement while meeting the needs of complex, regulated environments. Under his leadership, Engageware aims to continue evolving its platform, which has facilitated nearly one billion AI interactions, by aligning its technology with shifting market demands.
Engageware’s solution empowers businesses to deliver personalized, efficient, and seamless customer experiences across multiple channels including web, mobile, chat, social, voice, SMS, and WhatsApp through advanced conversational AI and generative AI technologies. The platform automates routine inquiries, improving service efficiency and reducing call center workloads by more than 40%, while also driving sales growth via proactive appointment scheduling and knowledge management.
The company is recognized for its strong presence in sectors like banking, credit unions, retail, education, and technology, helping clients streamline workflows, enhance employee productivity, and increase customer satisfaction. Engageware’s board, including Executive Chairperson Rick Lowrey, expresses confidence that O’Malley’s strategic vision and operational expertise will drive the company’s next chapter of innovation and market leadership.
O’Malley expressed enthusiasm about joining Engageware, emphasizing the company’s commitment to delivering flexible, impactful customer engagement solutions that resonate with sophisticated enterprises. He looks forward to supporting its marquee international client base and fostering a collaborative, growth-focused culture as the firm expands its AI-driven capabilities.
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