Knowledge Ops Solution for Banks

Mitigate risk, empower employees, exceed customer expectations

Turn every employee into an expert with a knowledge ops solution built for thriving banks. 

Knowledge Ops Platform

It's time to rethink our relationship with knowledge

When bank employees rely on messy, hard-to-find documentation, training and operations can feel chaotic. Employees make mistakes, supervisors are bogged down with questions, and the customer experience suffers. 

To see real employee training, performance, and compliance improvements, we need to change how we think about and use knowledge in the workplace.

We need to operationalize knowledge. 

Boost employee performance with a knowledge ops solution built for the modern banking environment

Say goodbye to traditional knowledge management. ScreenSteps is a three-pillar knowledge ops solution that arms your teams with the tools, frameworks, and habits to empower consistent employee training & performance. Here's how it works:

Turn every employee into an expert with a knowledge ops solution

Say goodbye to messy, hard-to-find documentation. Create a banking culture built on guided knowledge. 

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Knowledge Ops Platform

Create an internal Google for every employee question

Put every answer at your employees’ fingertips with a knowledge ops platform.

The platform has 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.

Explore the Platform Features

Knowledge Ops Platform
Employee training

Train employees faster with a better way to transfer knowledge

Whether it's bringing in new hires or rolling out new software, traditional training methods don't work for the modern workplace. 

Find & Follow gives you framework you need to build training programs that develop confident, consistent, and independent employees in days - not weeks or months. 

Discover Find & Follow Training

Employee training
Change Management

Maintain compliance, even in the face of change or complexity

One of the biggest struggles for banks is ensuring every employee follows procedures compliantly, especially when procedures are complex or can change at the drop of a hat. 

ScreenSteps allows for instant change management and adoption. Plus, use analytics, notifications, and acknowledgments to cover all your bases during audits. 

Learn About Seamless Change Mangement

Change Management
  • Book

Find & Follow by Greg & Jonathan DeVore

Dive deeper into Find & Follow with the book that started it all

In Find & Follow, Greg & Jonathan DeVore provide the key to solving the knowledge transfer problem and transforming your business. Don’t spend another day wasting your and your team’s time relying on tribal knowledge – get a copy now.

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Find & Follow by Greg & Jonathan DeVore

Additional resources for better employee training & performance at your financial institution

What changes when you move from tribal knowledge to guided knowledge? Everything.

Discover how banks big and small transfer knowledge better with ScreenSteps

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

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