KNOWLEDGE BASE FOR BANKS & CREDIT UNIONS
Say goodbye to tribal knowledge. Empower independent and confident employees with knowledge base software, training and performance frameworks, and consulting services.
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When banks and credit unions rely on tribal knowledge, maintaining compliance 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 improvements in your bank or credit union, you need to create a better system for transferring 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.
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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Improving performance and training at your bank or credit union requires creating a better system for transferring knowledge from those who know to those who do. To transfer knowledge faster and more effectively, you need two key components: better technology and better frameworks.
Technology
Create, manage, and use digital guides for confident & independent employees
Framework
A proven framework for faster training and consistent employee operations.
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.
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Moving from tribal knowledge to guided knowledge requires a change in the way we think about and use knowledge.
The Knowledge Ops Maturity Model is designed to help organizations understand how they are currently using knowledge, and what actionable steps they can take to improve their knowledge operations.
Learn the basics of knowledge base software and determine if a knowledge base would be helpful for your contact center.
Learn how to improve your bank or credit union's compliance by enabling employees to quickly find the most up-to-date SOPs and follow them without memorization or training.
A monthly newsletter for better knowledge operations by Greg DeVore, CEO & Founder of ScreenSteps.
