Knowledge Ops Solution for Credit Unions

Boost employee confidence & improve member satisfaction

Reduce questions, mistakes, and training time with a knowledge ops platform & performance support framework built for the modern credit union.

Credit union employee working confidently

 

A better member experience begins with more confident employees.

Empower confident and independent employees with a complete knowledge ops solution

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.

Knowledge Ops Platform

Create a centralized knowledge hub with digital guides, job aids, and training resources.

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Find & Follow Framework

Onboard, train, and retain confident employees with a better way to work & train. 

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+ Ongoing Coaching & Implementation Support

We're with you every step of the way. Guarantee success with one-on-one knowledge coaching & workshops. 

See How Mid-Atlantic Federal Credit Union Built & Launched Their Knowledge Ops Solution in 12 Weeks

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What you can achieve with a knowledge ops solution

When your credit union implements a knowledge transfer strategy that puts accurate knowledge at your employees' fingertips, everything changes. 

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Create an internal Google for every employee question

Put answers at employees’ fingertips with a knowledge ops platform that is easy to navigate and digital guides that are easy to follow.

The platform all the functionality of a knowledge base to help you create, organize, and share digital guides with your end-users. Plus, it simplifies employee training with custom courses and learning paths.

Review analytics to see who is using your platform, what employees are searching, and what they are accessing.

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Adapt to changes

Adapt to changes — big and small — instantaneously

Policies and procedures are always changing. Technology and software are always updating. With a knowledge ops solution, your team is prepared to handle any operational change without skipping a beat.

Adapt to changes
Employee training

Onboard & train employees faster

Build a training curriculum that empowers employees and enables new hires to reach proficiency faster.

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Discover why credit unions big and small trust ScreenSteps

What can your credit union accomplish with better knowledge transfer? See why credit unions of all shapes and sizes are moving to ScreenSteps.

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What credit unions are saying about ScreenSteps

"This platform has been a real game-changer in transforming the way we create and transfer knowledge. It's helped us to grow employee expertise and know-how to create a remarkable member experience."

Alaska Delaire
Information Technology Support Specialist, connectFirst Credit Union

"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."

Julia Monts
Vice President of Member Services, Via Credit Union

“Going through this process has made for a better member experience because employees can find the information at their fingertips immediately. No more putting members on hold.”

Tiffany Glowacki-Whitt
Core Systems Training Specialist, Mid-Atlantic Federal Credit Union

"Using the ScreenSteps method, we were able to identify over 500 tasks that employees need to know how to do. It was quite eye-opening, and further demonstrated the need for documentation."

Nicole Dardaris
Vice President of Human Resources, Baltimore County Employees Federal Credit Union

Additional resources to improve training & operations at your credit union

  • Get a Demo

Happy employee

Discover smoother knowledge operations today

Take the headache out of training and employee support with a complete knowledge ops solution.

Schedule a ScreenSteps Demo icon-arrow-right-2

Happy employee

Discover smoother knowledge operations today

Take the headache out of training and employee support with a complete knowledge ops solution.

Schedule a ScreenSteps Demo icon-arrow-right-2