Knowledge Ops Solution for Credit Unions
Reduce questions, mistakes, and training time with a knowledge base software & performance support framework built for the modern credit union.
It's time to say goodbye to the days of binders, memorization, and tribal knowledge. 👋
ScreenSteps is a knowledge ops solution that arms your credit union with the technology, frameworks, and habits needed to support member-facing employees. The results? Faster onboarding, fewer mistakes, and a better member experience.
Technology
Create a centralized knowledge hub with digital guides, job aids, and training resources.
Framework
Onboard & retain confident employees with a better way to work & train.
Habits
You're not alone. Guarantee success with one-on-one knowledge coaching & workshops.
When your credit union implements a knowledge transfer strategy that puts accurate knowledge at your employees' fingertips, everything changes. Don't just take our word for it — check out our customer success stories.
When employees have an internal Google that they can trust, questions, mistakes, and training time are dramatically dropped.
Use the product tour below to see how it works.
To drive real employee confidence, performance, and onboarding improvements, you have to change how your credit union thinks about and transfers knowledge to employees.
The Find & Follow Framework removes the need for employee memorization and eliminates the reliance on tribal knowledge.
We would never leave you on your own! You’ll have questions — we have answers. When you implement ScreenSteps, you will have experts and resources to support you from initial implementation to ongoing success.
“ScreenSteps has been an invaluable tool for ViaCU, streamlining all our information into one easy-to-use database. Jonathan and his team have been incredibly helpful throughout the process, making it simple to create articles and increase efficiency.”
“ScreenSteps has been an invaluable tool for ViaCU, streamlining all our information into one easy-to-use database. Jonathan and his team have been incredibly helpful throughout the process, making it simple to create articles and increase efficiency.”
“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.”
“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.”
“Working with ScreenSteps has truly been an amazing experience. I appreciate the variety of features available for creating Articles, such as tips, warnings, and alerts, which help highlight important information for users.”
“Working with ScreenSteps has truly been an amazing experience. I appreciate the variety of features available for creating Articles, such as tips, warnings, and alerts, which help highlight important information for users.”
While formal training for member-facing roles (teller, agent, MSRs, etc.) typically only lasts a few weeks, it can take closer to 12 months before new hires are confident in handling tasks and solving problems on their own.
More often than not, new hires quit before they truly reach proficiency.
Find & Follow Training focuses on developing confident & independent new hires in 30 days or less.
This is done by teaching new hires the background information they need (through foundational courses) and then practicing finding and following the digital guides they need to perform tasks and solve problems.
Without needing to memorize everything, new hires can confidently handle any task (no manager assistance necessary).
The member experience is everything. When your members interact with an employee who doesn't know how to perform a task (or worse yet, does it incorrectly), members become frustrated and lose trust in your credit union.
By creating a centralized knowledge hub and training employees to rely on digital guides, all employees become consistent experts.
Whether a member is interacting with a tenured SME or a new hire, the experience will be quick, easy, and delightful.
Whether you're ramping up new hires, rolling out new systems, or opening new branches, having a centralized knowledge hub makes change seamless.
Creating a Find & Follow culture ensures employees know where to go for information, and are always working from the most up-to-date digital guides.
You can explore ScreenSteps' integrations here.
Don't see what you're looking for. We can work with your team to make sure the implementation is seamless.
Hiring and retaining employees at a credit union can be challenging. What needs to change to encourage new hires to stay?
How do you provide a more consistent member experience at your credit union? Learn two key approaches for a more consistent experience.
How exactly does ScreenSteps help credit unions? Watch the 3-minute video for 3 ways ScreenSteps helps improve knowledge transfer at credit unions.
Learn how you can reduce employee questions, mistakes, and onboarding time with faster knowledge transfer.