Transform your Policies & Procedures with a rich set of features and services built just for banks and credit unions.
Improve first call resolution and reduce call handling times with intuitive searches that quickly deliver the right answers, broken down step-by-step.
Focus your training on coaching, rather than on memorizing complex procedures your employees destined to forget.
Centralize your policies and procedures by removing the silos tand reduce the number of errors and your institution’s risk
There are lots of solutions on the market that claim to solve this problem – SharePoint, document management, policy management, knowledge management, intranets to name a few. What they overlook is that fixing this problem requires more than technology. It requires an approach that ensures you create a single source of truth that is used across your institution:
Search designed from the ground up for financial institutions so that your employees can always find what they are looking for.
Organize complex procedures into one easy-to-use tool that guides your employees step-by-step.
Draft, review, edit, schedule, and approve content easily across different departments and users to ensure accuracy.
Revision history that shows exactly what has changed, when and by whom make audits simple.
Levering insights from the SilverCloud Answer Platform, we use data to inform our ongoing content strategy roadmap to ensure that your answers and digital self-service experience are constantly improving.
Not only do we implement your content, we make it more searchable and easy to follow and provide ongoing updates and enhancements.
Banks and Credit Unions have unique needs, processes and compliance requirements. We built our platform to focus only on banks and credit unions and service their needs.
We developed the industry leading best practices for support answers and policies and procedures. Utilizing our best practices, we do the work for you, making your content more searchable and user-friendly at implementation and providing ongoing updates and enhancements.
With over 25,000,000 searches conducted on SilverCloud, we are able to provide intelligence to ensure your policies & procedures are constantly improving to ensure ongoing consumer and employee self-service.
Analyze existing assets & establish content plan
Create customized answers following best practices
Deliver front end widgets & templates
Continuously optimize answers based on real-time feedback