Trusted by 400+ Financial Institutions

Centralize your knowledge so it’s easy to find –
and even easier to follow

Engageware’s knowledge management technology helps every employee find accurate information and give consistent, confident answers – dramatically improving customer relations and sales opportunities.

“It’s been a game changer for us”

Learn how Marine Federal Credit Union uses Engageware’s Employee Knowledge Management to empower employees, ensure consistency, and deliver better member experience every time.

Impact Across the Organization

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Contact Center

Reduce handle times and improve the customer experience by empowering your frontline staff with easy to find and follow information.

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Training / HR

Improve onboarding times from months to weeks by making the information new hires need to do their jobs easy to find and easy to follow.

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Increase efficiency of back-office operations by reducing the number of questions and errors your operations team is fielding from your frontline staff.

Rapidly deploy your customized knowledge base

Engageware partners with you to quickly build, implement, and launch a customized knowledge base for your organization.

With over 20 years of banking experience, our team loads, structures and optimizes your knowledge base to ensure content can be easily found and followed by your employees.

Knowledge Management Services

Successful searches. Every time.

With Engageware, your employees can increase customer satisfaction with immediate, accurate answers about your policies, procedures, or product information.

Features Built for Bankers

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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  to ensure accuracy and consistency.

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Audit History

See what has changed, when, and by whom to ensure you have historical records of your knowledge.

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Banking-Specific Search

Ensure your employees can easily find the answer they are looking for quickly with our banking-specific search.

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Make information easy to access and manage with interlinking that allows you to update once and propagate across all related links.

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Decision Trees

Guide users through complex tasks with decisions trees that involve multiple procedures based on the answer from the previous question.

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Publish & Expiration Dates

Easily set content to publish in the future and expire when it’s no longer needed.

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Review Dates

Ensure your content is always up to date and accurate with scheduled review dates.

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Case Management

Enable employees to submit questions or point out content that is missing or needs updating while easily routing to the content owner.

Watch a 3-minute demo of Engageware’s Employee Knowledge Management and learn why 350+ FIs choose Engageware

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Improve efficiency and outcomes

Engageware gives you robust management tools for single sign-ons, detailed analytics and reporting, streamlined workflows, and instant notifications.

Ease of implementation ensures a quick deployment, while ongoing data and insights ensure your knowledge base is always optimized.

Knowledge simplified

With step-by-step guides, Engageware ensures that the answers to customer questions are not only easy to find, but easy to understand too.

Our primary goal was to make it easier to do business and improve employee satisfaction – and we achieved it with Engageware’s Employee Knowledge Management.

Arizona Federal Credit Union

VP of Teleservices

Engageware works where you do

Your knowledge base embeds easily into the tools and apps your teams already use – whether they’re in-person or remote. Enable your employees to access information from anywhere, including desktop apps, Microsoft 365, intranets, and call centers.

The tools and answers your employees need at their fingertips

Banking Intranet

Enhance the employee experience beyond knowledge management to include the information employees need in one centralized area.

Learn More >

Employee Directory

Employee Directory provides an easy and efficient way to easily find the right person in the right department or location.

Learn More >

See how Jefferson FCU solved their procedure management challenge

Read Success Story

Related Knowledge Management Topics

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5 Best Practices for Knowledge Management at Financial Institutions

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The focus on knowledge management