Bank and Credit Union Software

5 Best Practices for Knowledge Management at Financial Institutions

5 Best Practices for Knowledge Management at Financial Institutions

In our most recent webinar, we address the growing need for centralized knowledge management at financial institutions, and how to master it with 5 best practices. State of Knowledge Management in Banks & CUs 2020 has presented increasing demand for financial support and services.   Mortgage loan applications have skyrocketed. There is greater demand for refinancing,…

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Franklin Mint FCU Shares 5 Things About SilverCloud’s Banking Chatbot

Franklin Mint FCU Shares 5 Things About SilverCloud’s Banking Chatbot

We recently spoke with Mike Bunner, VP, Director of Digital Marketing at Franklin Mint Federal Credit Union in Pennsylvania. Franklin Mint FCU recently deployed the SilverCloud Banking Chatbot on their digital channels, adding another mode of interactive self-service for their 120,000 members across the Greater Philadelphia Region.  Here are five things he shared about partnering…

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5 Must-Haves for Effective Banking Knowledge Management Software

5 Must-Haves for Effective Banking Knowledge Management Software

A common issue afflicting many banks and credit unions is knowledge management. Policies, procedures and employee guides are hard to find, follow, and use — and even harder to manage. The situation has become exacerbated with many banking employees working remotely amid the Coronavirus crisis, and therefore no longer as easy to rely on asking…

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Staley Credit Union and SilverCloud Deliver Digital Support to Members’ Fingertips in Less than 30 Days

Staley Credit Union and SilverCloud Deliver Digital Support to Members’ Fingertips in Less than 30 Days

If you asked Blake E. Wallace, AVP of Member Services at Staley Credit Union, how SilverCloud met or exceeded his expectations, we would guess he would tell you in these five ways… OK, full transparency — we did ask him and here’s what he told us, and wants you to know. #1 SilverCloud Consumer Support…

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How To Support Your Banking Customers During the COVID-19 Crisis | Plus, a FREE Support Answer Template

How To Support Your Banking Customers During the COVID-19 Crisis | Plus, a FREE Support Answer Template

As the events of the last few weeks unfold, there is no questioning it  — we have found ourselves in an unprecedented situation – locally, nationally, and globally. The changing tide of the COVID-19 pandemic has set forth widespread economic, health, financial, and lifestyle changes, and it seems that no business, industry or sector remains…

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10 Things You Need to Know Before Implementing a Banking Chatbot

10 Things You Need to Know Before Implementing a Banking Chatbot

There’s no question about it – the world of banking is becoming more self-service oriented, with greater automation to service the needs and demands of today’s digital-savvy consumers.  The buzz of chatbots continues to grow louder as large banks like Bank of America with Erica  and USAA with their Automated Assistant, to smaller mid-tier banks…

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4 Things to Consider When Searching for an Employee Intranet for Your Bank or Credit Union

4 Things to Consider When Searching for an Employee Intranet for Your Bank or Credit Union

Alternatives to Passageways OnSemble and Microsoft SharePoint Finding the right employee intranet can be an immense endeavor for a bank or credit union. Microsoft’s SharePoint and Passageways OnSemble are often the first to make the list, but may not be the ideal fit for all banks and credit unions. In this blog post we’ll guide…

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