Banks and credit unions deal with a vast amount of information including financial regulations, product information, and policies and procedures. Proper knowledge management enables financial institutions to organize and share their knowledge effectively, improving efficiency, ensuring compliance, and creating a better customer and employee experience.
Knowledge Management that drives efficiency, productivity, and customer satisfaction
Engageware’s knowledge management solutions, built specifically for banks and credit unions, enable you to connect users
with the right information, whenever, and wherever they need it. Combining knowledge management with powerful conversational AI improves access to content, the ability to provide quick and effective responses, and helps employees with ongoing training.
Built for Banking
Specifically built for FIs, our solutions meet the unique needs, processes, and compliance requirements of banks and credit unions.
We Do
The Work
Unlike other solutions, we take care of breaking down, organizing, and maintaining your knowledge base so it’s always easy to find, follow, and use.
20+ Years Experience
With over 20 years of managing knowledge and over 250M questions answered, we have the best practices and experience to ensure success.
Knowledge Management solutions to fit every need
Employee
Knowledge Management
Make information easy for your employees to find and follow by creating a single source of truth that your employees enjoy using.
Learn More >Customer
Self-Service
Surround your customers with access to information, making it easy for customers to answer their support, product, and technology questions 24/7.
Learn More >Features Built For Banking
Banking-Specific Search
Ensure your users can easily find the answer they are looking for quickly with our banking-specific search.
Procedure Builder
Organize complex procedures into one easy-to-use tool that guides users step-by-step on how to complete a task.
Content Drafting & Approvals
Ensure content accuracy and consistency with the ability to review, edit, and approve content before publishing.
Audit History
See what has changed, when, and by whom to ensure you have historical records of your knowledge.
Interlinking
Easily manage information with interlinking that allows you to update once and propagate across all related links.
Decision Trees
Guide users through complex tasks with decisions trees that involve multiple procedures based on the previous answer.
Publish & Expiration Dates
Easily set content to publish in the future and expire when it’s no longer needed.
Review Dates
Ensure your content is always up to date and accurate with scheduled review dates.
Case Management
Enable users to submit questions while easily routing to the right content owner.
User Feedback
Enable users to indicate if your content was helpful so you can continuously improve.
Reporting & Analytics
Gain insight what content is used most frequently, identify outdated information, and more with built-in analytics.
Data Driven Recommendations
Receive recommendations from our experts to optimize user engagement and maximize results.