Knowledge base software that simplifies the complex

Knowledge base for bank policies and procedures

Banking policies and procedures are complex, regulated and ever-changing. With ScreenSteps, users have access to the most up-to-date information as they perform tasks. 

Improve your bank's regulatory compliance and your employees' performance at the same time

Modern-day customer-facing teams have hundreds of policies and procedures to follow. Ensuring agents provide both an exceptional customer experience and follow compliance processes can be stressful, both for trainers and employees. Especially when these policies and procedures can change with little to no warning. 

Having a collaborative knowledge base that is easy to use and easy to maintain can minimize errors, increase time to proficiency, decrease training time, and reduce your overall compliance risk. 

That's what ScreenSteps does. We're a knowledge base software for bank policies and procedures that enables employees to access the right information in real-time as they're interacting with customers.

Spend less time training and more time growing

Having access to the most up-to-date policy or procedure in the exact moment of need enables employees to perform at their best and enables managers to focus on the big picture. Here's how this helps your team. 

Up to 90%

Less time spent training agents

Our customers have seen as much as 90% less time spent training new agents.

8 points

Increase agent QA scores

Agents are able to focus on the caller instead of stress about remembering procedures.

Up to 90%

Decrease Average Hold Time

Slice Average Hold Time by up to 90%.

line graph

Increase employee retention

Attrition rate decreases as your bank or credit union becomes a less stressful place to work.

A knowledge base you can trust

Creating checklists, guides, and articles that your employees can easily find and use is only half the battle. What happens when your procedure changes? Or if an employee doesn't understand a step? 

ScreenSteps allows users and trainers to communicate directly in the tool for real-time changes and needs. 

Schedule a Demo

The Employee Enablement Flywheel

In a perfect world, employees would have access to just-in-time guidance and answers that would allow them to follow the correct procedures every time, even when those procedures are changing on a regular basis.

For an employee to be this adaptable, they can't rely only on training. They need to learn to use digital guides that present information in a way that they can absorb and act on that information without having to make a customer wait.

This is where the four-step Employee Enablement Flywheel comes in. 

The Employee Enablement Flywheel in action

  • Create digital guides

  • Search and follow in real-time

  • Less time training

  • More time to optimize guides

CSHelp05

1

Create digital guides

Your team creates digital guides that allow employees to follow your SOPs with no additional training.

Learn More About Content Creation

CSHelp05
04

2

Search and follow in real-time

Employees are able to search and follow these guides as they are interacting with a customer.

Learn More About Search

04
05

3

Less time training

This creates fewer questions, fewer mistakes, better compliance, and less time spent in training.

Learn More About Article Types

05
06

4

More time to optimize guides

This frees up time for trainers and operations managers that they can reinvest into improving and expanding their digital guides.

Learn More About Usage Reports

06

What our customers are saying

“This platform has been a real game-changer in transforming the way we create and consume information to support our employees with growing their expertise and know-how to create a remarkable member experience.”

Alaska | Information Technology Coordinator, connectFirst Credit Union

Read the Case Study

Tailored coaching and consultation for your whole team

Setting up a new software system in your company can be a daunting task — but we’re here so you don’t have to do it alone. 

From developing a content and training strategy to importing and updating articles, our coaches will help train your team with a weekly coaching session to ensure you achieve the vision you have for your bank or credit union.

Learn More About Our Coaching Services

Get to know ScreenSteps and its offerings deeper

Use these resources to continue gathering information on your own before meeting with a member of our team.

HubSpot Video

Learn how ScreenSteps can help your bank

You’ve been looking at ScreenSteps and now you want to know: Is ScreenSteps the right knowledge base software for your bank or credit union? These discovery meetings last 20-30 minutes and are purely informative. By signing up for a demo, you will:

  • Get your questions answered faster
  • Discuss your challenges and get specific answers for your company
  • Join a no-pressure, discovery meeting tailored to your company’s situation

If you want the fastest route to know if ScreenSteps is right for your company, then a demo is 100% worth your time.

What happens after I fill out the form?

After filling out the form, you will be prompted to schedule a 30-minute meeting with one of our representatives. Once the meeting is set, we will send you an email to:

  • Confirm your meeting
  • Introduce ScreenSteps
  • Provide short introductory videos to prepare for the meeting

Schedule a Demo

HubSpot Video

Learn how ScreenSteps can help your bank

You’ve been looking at ScreenSteps and now you want to know: Is ScreenSteps the right knowledge base software for your bank or credit union? These discovery meetings last 20-30 minutes and are purely informative. By signing up for a demo, you will:

  • Get your questions answered faster
  • Discuss your challenges and get specific answers for your company
  • Join a no-pressure, discovery meeting tailored to your company’s situation

If you want the fastest route to know if ScreenSteps is right for your company, then a demo is 100% worth your time.

What happens after I fill out the form?

After filling out the form, you will be prompted to schedule a 30-minute meeting with one of our representatives. Once the meeting is set, we will send you an email to:

  • Confirm your meeting
  • Introduce ScreenSteps
  • Provide short introductory videos to prepare for the meeting