Knowledge Ops Solution for Credit Unions
Reduce questions, mistakes, and training time with a knowledge ops platform & 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.
Create a centralized knowledge hub with digital guides, job aids, and training resources.
Onboard, train, and retain confident employees with a better way to work & train.
We're with you every step of the way. 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.
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.
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.
Build a training curriculum that empowers employees and enables new hires to reach proficiency faster.
What can your credit union accomplish with better knowledge transfer? See why credit unions of all shapes and sizes are moving to 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
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.
In this 20-minute webinar, learn how to leverage micro-courses and digital guides to ensure a smoother technology rollout at your credit union.
Get a Demo
Take the headache out of training and employee support with a complete knowledge ops solution.
Take the headache out of training and employee support with a complete knowledge ops solution.