Knowledge base software that simplifies the complex
Banking policies and procedures are complex, regulated and ever-changing. With ScreenSteps, users have access to the most up-to-date information as they perform tasks.
.png?width=692&name=01-Hero@1x%20(1).png)
Modern-day customer-facing teams have hundreds of policies and procedures to follow. Ensuring agents provide both an exceptional customer experience and follow compliance processes can be stressful, both for trainers and employees. Especially when these policies and procedures can change with little to no warning.
Having a collaborative knowledge base that is easy to use and easy to maintain can minimize errors, increase time to proficiency, decrease training time, and reduce your overall compliance risk.
That's what ScreenSteps does. We're a knowledge base software for bank policies and procedures that enables employees to access the right information in real-time as they're interacting with customers.
Having access to the most up-to-date policy or procedure in the exact moment of need enables employees to perform at their best and enables managers to focus on the big picture. Here's how this helps your team.
Our customers have seen as much as 90% less time spent training new agents.
Agents are able to focus on the caller instead of stress about remembering procedures.
Slice Average Hold Time by up to 90%.
Attrition rate decreases as your bank or credit union becomes a less stressful place to work.
Creating checklists, guides, and articles that your employees can easily find and use is only half the battle. What happens when your procedure changes? Or if an employee doesn't understand a step?
ScreenSteps allows users and trainers to communicate directly in the tool for real-time changes and needs.
In a perfect world, employees would have access to just-in-time guidance and answers that would allow them to follow the correct procedures every time, even when those procedures are changing on a regular basis.
For an employee to be this adaptable, they can't rely only on training. They need to learn to use digital guides that present information in a way that they can absorb and act on that information without having to make a customer wait.
This is where the four-step Employee Enablement Flywheel comes in.
Setting up a new software system in your company can be a daunting task — but we’re here so you don’t have to do it alone.
From developing a content and training strategy to importing and updating articles, our coaches will help train your team with a weekly coaching session to ensure you achieve the vision you have for your bank or credit union.
Use these resources to continue gathering information on your own before meeting with a member of our team.
You’ve been looking at ScreenSteps and now you want to know: Is ScreenSteps the right knowledge base software for your bank or credit union? These discovery meetings last 20-30 minutes and are purely informative. By signing up for a demo, you will:
If you want the fastest route to know if ScreenSteps is right for your company, then a demo is 100% worth your time.
After filling out the form, you will be prompted to schedule a 30-minute meeting with one of our representatives. Once the meeting is set, we will send you an email to:
You’ve been looking at ScreenSteps and now you want to know: Is ScreenSteps the right knowledge base software for your bank or credit union? These discovery meetings last 20-30 minutes and are purely informative. By signing up for a demo, you will:
If you want the fastest route to know if ScreenSteps is right for your company, then a demo is 100% worth your time.
After filling out the form, you will be prompted to schedule a 30-minute meeting with one of our representatives. Once the meeting is set, we will send you an email to:
