Knowledge Ops Solution for Banks & Credit Unions
Say goodbye to tribal knowledge, messy documentation, and employee memorization with the right software, frameworks, and habits.
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When banks and credit unions rely on tribal knowledge, maintaining compliance, empowering employees, and providing an exceptional customer experience can feel impossible. Especially when procedures, processes, and systems can change with little to no warning.
To drive real change in your bank or credit union, you need to rethink the way you transfer knowledge from those know to those who do.
With an integrated knowledge base software and training & performance support solution, you can create an environment where employees can accurately, confidently, and independently handle any task or solve any problem.
Improving performance, training, and customer service at your bank or credit union starts with the implementing the right technology and frameworks for effective knowledge transfer.
Technology
Put information directly at your employees fingertips with just-in-time digital guides. Create decision trees, interactive checklists, and standard articles for every procedure.
Framework
Employees can do more by memorizing less. This framework will reduce onboarding time & escalations, while empowering employees to be confident & independent.
When banks and credit unions implement a knowledge transfer strategy that puts accurate knowledge at their employees' fingertips, right when they need it, they ensure they are maintain compliance, reduce risk, and improve the overall customer experience.
The results? Less stress, faster training, and improved workplace operations.
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KNOWLEDGE BASE SOFTWARE FOR BANKS & CREDIT UNIONS
When you launch a knowledge base software that allows makes it easy to create, manage, and use digital guides and articles, everything runs smoother. You're able to maintain compliance at all times, ensure employees are always using the most accurate and up-to-date processes to perform a task, and adapt to change without missing a beat.
Make everyone on your team an expert problem solver with step-by-step guides for complex issues.
Provide a roadmap so your employees can follow simple and complex procedures.
Create checklists that adapt to the needs of both new and experienced employees.
Let employees stay in one screen by putting your answers right where they have questions.
Make finding information simple with a Google-like search for your knowledge base.
Maintain compliance with automated reminders for you or a team member to review and verify article information.
Send change announcements and notices directly to end-users so they are always up-to-date and in the loop.
Understand exactly how and when your knowledge base is being used for continuous optimizations and improvements.
Single sign-on, APIs and other ways to connect ScreenSteps to your existing software and systems.
Learn how implementing the Find & Follow Framework will reduce stress, questions, mistakes, and employee onboarding time.
Learn how to reduce supervisor burnout and improve employee performance by transferring knowledge faster.
Everything you need to know about knowledge base software.
