[FREE] Mastering Knowledge Management at Your Financial Institution

September 11 2020 16:00 - 17:00 UTC

Knowledge. Banking employees – whether on the frontline or in the back office – need it every day, hundreds of times a day, to do their jobs. From tech support to processing loans, information in the form of policies, procedures, and product information constitutes the multitude of institutional knowledge that employees need access to.

The challenge – 91% of banks and credit unions report issues managing knowledge, and 64% report their staff would rather ask others than actually find it themselves.

In this session we are pulling back the curtain on the tips, tricks and best practices that 200 banks and credit unions use every day to help make their institutional knowledge a constantly improving resource their employees love using.

Join us to learn the tactics that financial institutions successfully use to:

  • Get employees to enjoy using their knowledge base
  • Remove inconsistent information between departments
  • Identify the gaps in documented knowledge
  • Ensure information is always up-to-date
  • Get buy-in, support, and visibility across departments and executives

Speakers:
Caroline Platkiewicz, Senior Insights Manager, SilverCloud
Natasha Bazil, Customer Success Manager
Kendall Sebastian, Knowledge Management Consultant

CPE Information:
• Prerequisites: N/A • Advanced Preparations: N/A
• Course Level: Basic • Group Internet Based Training

CBANC Network is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.

  • Retail Banking
  • Leadership
RESOURCES
  • 09-11-20_SilverCloud & CBANC Webinar.pdf
    Attendees Only
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