Policies & Procedure Management

Managing your policies and procedures shouldn't be this hard

One of the top challenges with delivering better support is giving your frontline staff the information they need. Content is siloed across systems, across departments, and information is inconsistent. Making one update can require updating multiple documents in multiple places and you have little to no visibility into what is actually being used at any given time.
The Challenges We Hear From Financial Institutions

“Each department manages their own information. There is no way to track changes and it’s all inconsistent. It’s a mess.”


“We store our Policies & Procedures on an intranet. It’s difficult to keep all content up to date or even know what is being used.”


“There are so many inconsistencies and information changes so fast that it’s nearly impossible to manage across multiple knowledgebases.”


Finally fix your knowledge management problem

Empower your employees with consistent, reliable information at their fingertips.

  • Deliver consistent, easy to find and follow policies & procedures
  • Empower your staff with answers they can use in the moment
  • Create a single source of truth across your institution that is easy to manage and maintain

Take a Tour

Learn how SilverCloud's Employee Knowledge Management is fixing financial institutions knowledge management issues by making information easy to find, follow and manage.

Banking Specific Search

Search designed from the ground up for financial institutions so that your employees can always find what they are looking for.

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Procedure Builder

Organize complex procedures into one easy-to-use tool that guides your users step-by-step.

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Content Drafting & Approvals

Draft, review, edit, schedule, and approve content easily across different departments and users to ensure accuracy.

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Audit History

Revision history that shows exactly what has changed, when and by whom make audits and version control simple.

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250M+ Questions Answered. 200+ Financial Institutions.
“There isn’t anything else like SilverCloud in the industry. It offers the technical component which allows for organization of complex policies and procedures in a flexible, online platform that offers comprehensive procedure management, rather than just document management. Second, SilverCloud provides an unparalleled level of expertise and a supportive, knowledgeable staff that helped us re-organize procedures into a format that is easy for staff to access and use Read the Success Story
Kristin Morrison
Jefferson Financial Federal Credit Union