Security features!
Robust and granular access-controls, and custom roles can ensure you have TOTAL control of your information.
Google-style search & SSO access!
Allow your readers to access your docs quickly and easily!
Robust versioning features allow you to stay on track!
Built-in tools to assist with audits and compliance.
Never worry about pricing surprises!
Transparent pricing and plans you can upgrade, downgrade, or cancel at any time.
Make your authors lives 3x more productive
with specialized features they'll fall in love with…
Used daily by member support teams in credit unions
KnowledgeOwl empowers associates—gives them the tools to be confident in what they're saying and helps member learn they can trust the support associates!
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YOUR PROBLEM
Nothing in financial services stays the same for long
Whether it's updated regulatory compliance requirements, new member service protocols, or the recent core system update that your team needs to master...
Regulatory compliance documentation burden
Staff turnover and knowledge transfer issues
Fragmented information across departments
Need for rapid access to protocols during member interactions
Core system and digital banking update communication
Changes in lending regulations and member account requirements
25%
KnowledgeOwl for Good discount for credit unions
We offer a 25% discount for nonprofits, B Corps, and purpose-driven orgs.
This includes credit unions!
THE SOLUTION
A single source of truth breaks down those internal silos and keeps everyone aligned
A smart knowledge base allows those on the front line to help members confidently, and ensures your members can find the answers they need to smoothly and securely use your services.
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Enhanced security
Secure information management
As a credit union employee, you know that your documentation needs to comply with financial industry standards. KnowledgeOwl offers secure, compliant documentation management for credit unions.
Role-based access
Hyper granular control over what information different staff members can access
Reduce the noise for the different types of users you're serving. Tellers, loan officers, member service representatives, and managers will have different kinds of questions that require different kinds of documentation. Split out help content so that only relevant information is seen by whoever is searching for it.
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Searchability
Find critical information instantly, when students need help most
Our google like search feature is fast, typo tolerant, and requires Our Google-like search feature is fast, typo tolerant, and requires zero setup. Empower your front line staff to access answers they need instantly. KnowledgeOwl's super-flexible information architecture also allows new employees to self-educate and learn your credit union's procedures naturally.
Communicate changes effectively
Ensure all staff are working from the most current protocols
KnowledgeOwl offers a suite of different features that help you communicate changes and updates in a variety of ways. Your members need to know that they can trust the information your staff provides to be up-to-date and compliant with current regulations.
Audit trails
Complete archive of past versions of product documentation
Our robust Versioning feature allows you to keep a full history of changes made to documentation, with notes to explain updates, as well as the ability to create new versions before publishing them. You can prepare your regulatory updates ahead of effective dates, staying ahead of compliance requirements.
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Watch a demo
Erica and Veronica from our support team made this demo video! If you have needs that aren't covered here, they are happy to jump on a call and help you out!
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