Better banking operations start with confident employees

Turn complex procedures into step-by-step guides that employees can find, follow, and trust.

ScreenSteps guides that are findable, followable, and trusted

Answers employees can trust, right at their fingertips

Bank operations struggle when employees aren’t sure how to respond to members. Outdated training, scattered documentation, and “ask a coworker” workarounds leave frontline and back office staff second-guessing themselves. This leads to mistakes, escalations, and frustrating customer experiences.

ScreenSteps solves this by giving employees instant access to trusted, step-by-step guidance, right when they need it. Whether they’re opening a new account or troubleshooting a loan issue, your team can feel confident they’re doing it right.

How It Works
From chaos to clarity in days

Putting trusted answers at employees' fingertips is easier than you think.
With ScreenSteps, you can be up and running in just a week.

Import + optimize all of your existing, scattered docs

Automatically import and convert existing, scattered documentation into uniform guides that are optimized for search, humans, and AI.
Timeline: 1 day

Fill the gaps with AI-powered authoring tools

Use Clarify AI to quickly get tribal knowledge out of heads and into dynamic guides that walk employees through complex processes.
Timeline: 1 week

Deliver step-by-step guides to employees' fingertips

Put trusted answers at your employees' fingertips with the ScreenSteps knowledge hub, browser extension, and integrations.
Timeline: Ongoing

Optimize overtime for continued accuracy & performance

Leverage analytics, feedback loops, and in-app notifications to ensure your knowledge stays accurate.
Timeline: Ongoing

Bulk Import and Optimization of Documentation

Deliver world-class service to your customers with confident, consistent employees

Give your employees the tools they need to succeed. Schedule a demo with the ScreenSteps team to learn more.

Book a Demo

The Results

How does ScreenSteps impact your bank?

When banks move from tribal knowledge to guided knowledge, everything changes.

Better performance

When employees have trusted guidance at their fingertips, they all work like experts.

Faster training

No more memorization - employees find the guide they need and follow the steps.

Shorter task time

Employees can find the information they need in seconds. No more binder hunting.

Fewer escalations

With trusted guidance, supervisors aren't bogged down with questions and mistakes.

Change resilience

Make change management a breeze with notifications and rapid authoring.

Customer satisfaction

Members receive the same consistent service, regardless of the employee or branch.

Safer compliance

Ensure employees are performing the right steps every time (and confirm with analytics).

Supportive workplace

When employees have the tools they need to succeed, they are happier and stay longer.

ScreenSteps Platform Features

Create a Google-like experience for your frontline banking staff

Unlike SharePoint, click-recording tools, or AI chatbots, ScreenSteps ensures that every guide is findable, followable, and trusted. Here's how.

AI-Powered Knoweldge Capture Tools

Get critical knowledge out of heads, PDFs, and Shared Drives with rapid authoring tools. Apply Find & Follow best practices with AI-powered tools.

Explore Tools

Interactive Digital Guides

Turn complex procedures into clear, step-by-step guides. Account for nuances and decisions with workflows, and never miss a step with interactive checklists.

Explore Digital Guides

ScreenSteps Sidekick

Access your knowledge hub from any web-browser or web-app with the ScreenSteps Sidekick. Integrates directly into employee workflows.

Learn More

Micro-Courses & Learning Paths

Create repeatable training programs with custom courses that enable employees to learn and grow. Combine courses into Learning Paths for continuous learning.

Explore Courses

Change Notifications & Acknowledgements

Keep your whole team up to date and in the loop with Notifications and Announcements. Require employee acknowledgments so you know who has seen the change.

Explore Notifications

Feedback Loops

Keep your knowledge accurate with Feedback Loops, designed to maintain steady communication between authors, admins, and users.

Explore Feedback Loops

"Seeing a new loan officer close a loan entirely on their own, with only the help of our ScreenSteps guides, was awesome! This is a game-changer for branch managers."

— Jill Jones
Director of Branch Operations

"ScreenSteps has made for a better experience because employees can find information at their fingertips. No more putting callers on hold."

— Tiffany Glowacki-Whitt
Core Systems Training Specialist

"This is the best thing I've invested in for the longest time."

— Shush Mohammed
COO

"This platform has been a real game-changer for us. It's helped us grow employee expertise and create a remarkable experience."

— Alaska Delaire
Information Technology Support Specialist

The ScreenSteps Difference

How ScreenSteps compares to the alternatives

Customer Success Stories

See how financial institutions are thriving with the ScreenSteps platform and framework

Frequently asked questions

What is ScreenSteps and how does it help banks?

How is ScreenSteps different from SharePoint, chatbots, or a traditional knowledge base?

Can ScreenSteps help reduce customer service escalations?

How long does it take to implement ScreenSteps?

Is ScreenSteps secure enough for banks?

Can ScreenSteps integrate with our core system or digital banking platform?

How does ScreenSteps support training for new employees?

What happens when our processes change?

Turn every employee into an expert

Stop expecting employees to memorize every step and click. Put trusted answers directly at employees' fingertips for confident, consistent service.

Get a Demo