Waddell & Reed Financial, Inc. Selects eGain for Omnichannel Customer Service

eGain, the leading provider of cloud-based customer engagement solutions announced that Waddell & Reed Financial, Inc. (NYSE: WDR) selected eGain Solve™ to provide omnichannel customer service.

Contact Centre CLUB

Waddell & Reed, founded in 1937, is one of the oldest asset management and financial planning firms in the United States. Waddell & Reed selected eGain Solve, eGain’s award-winning suite for customer engagement, for its leading knowledge management, proven AI guidance, and digital-first omnichannel capabilities.

The company will deploy the following applications, all part of eGain Solve, to power its contact center modernization initiative:

  • eGain Advisor Desktop: Digital-first, omnichannel agent desktop
  • eGain Knowledge+AI™: Personalized and proactive knowledge solution with AI-based process guidance

“We plan to leverage eGain technology to enhance our service delivery and expand our servicing touch points for financial advisors,” said Matt Kramper, Vice President, Client Experience at Waddell & Reed. “With the eGain cloud platform, we will boost client satisfaction and drive operational efficiency across interaction channels.”

“The eGain platform is preferred by brands transforming their service capability with digital and AI technology,” said Ashu Roy, eGain CEO. “We are delighted to make it easy for Waddell & Reed to further expand their trusted and consistent customer experience.”