knowledgeowl for credit unions
Knowledge management that supports secure, compliant, and people-first member service
Secure, easy-to-use information management to help you better serve your members, and the communities they belong to.
Generous free trial with no credit card required.
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.
Without KnowledgeOwl
Members getting contradictory answers from different staff
Tellers slowed down by system changes and new procedures
Loan applications delayed due to out-of-date information
Compliance documentation feels overwhelming
Important knowledge disappears when experienced staff leave
Information is scattered across different systems
Finding member service protocols takes too long
Regulatory updates create confusion and delays
Help resources separate from your core banking system
With KnowledgeOwl
Staff empowered with confident, consistent answers
Member service improved by ease of information access
Clear procedures improve loan processing efficiency
Easily manage content with built-in version control
Simplify onboarding with self-serve training materials
Keep all information in one trusted, searchable place
Find answers fast with powerful, accurate search
Share regulatory updates and track acknowledgments
Access procedures within your core banking system
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.
Searchability
Find critical information instantly, when members 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 procedures and policies
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.
How teams are using KnowledgeOwl
Loved by 3,200+ knowledge base authors in software companies around the world
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