Managing Your Frontline

The Ultimate Guide to Fixing Banking Policies & Procedures

The Ultimate Guide to Fixing Banking Policies & Procedures

The Problem with Banking Policies and Procedures Regardless of whether you call the problem a procedure management, policy management, knowledge management, knowledge base, or intranet problem, Banks and Credit Unions all struggle with the same issue. Your policy, procedure and product Information is typically stored as docs or PDFs. Its nearly impossible for your frontline…

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How To Support Bank and Credit Union Employees During the COVID-19 Crisis

How To Support Bank and Credit Union Employees During the COVID-19 Crisis

As individuals and businesses face new financial challenges amid the Coronavirus pandemic, there has been an outpouring of questions from the consumer and business banking community. The need for banks and credit unions to step up and provide digital support is greater than ever. With that, the very core of how people bank in the…

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4 Ways A Centralized Knowledge Base Will Improve Your Employee Training Program

4 Ways A Centralized Knowledge Base Will Improve Your Employee Training Program

Reduce onboarding time, decrease employee frustration, ensure consistent delivery, and quantify effectiveness.   A centralized knowledge base is at the heart of successful employee training. In this post, we outline four ways it can transform how your financial institution trains, retains, and ramps up frontline employees for success — so you can spend less time…

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Need New Ways to Improve Your Bank’s Cross Selling Strategy?

Need New Ways to Improve Your Bank’s Cross Selling Strategy?

Cross-selling is a critical strategy for banks and credit unions looking to generate profit. Fiserv clearly broke down the five reasons why it’s so critical, noting that cross-selling: Is cheaper than acquisition Improves retention Increases wallet share Broadens your profit base Is a “now” opportunity Understanding why cross-selling in the banking industry is so important…

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3 Reasons Your Bank’s SharePoint is Failing Your Front-Line Staff

3 Reasons Your Bank’s SharePoint is Failing Your Front-Line Staff

A large majority of banks and credit unions use SharePoint as their intranet platform of choice, counting on SharePoint to be an effective content and document management system. While SharePoint has its advantages, it also has a number of disadvantages. One of the more common complaints from employees is that finding what they are looking…

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