Knowledge Management for Banks

Speed up productivity while maintaining compliance by empowering employees and customers with relevant information available right when they need it.

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Make information available when & where employees need it

Train and onboard employees on everything from software to SOPs. Empower internal experts to share relevant knowledge via single-source-of-truth knowledge bases without code, development, or product involvement.

Improve rep consistency and compliance, no matter the complexity

Enable reps to interact with customers more consistently by equipping them with reliable information that’s easily available within their day-to-day tools. Enforce and track rep compliance across processes and communications with step-by-step, interactive decision trees, scripts, and guides.

Support customers across digital products proactively

Make it easy for customers to find answers within products by providing step-by-step, interactive guides, contextual help, and relevant communications. Configure your contact form to pass qualifying and routing information to reps to improve efficiency and CSAT.

Ready to take your banking customer and employee experience to the next level?

For your team

  • Interactive scripts
  • Decision trees & SOPs
  • Easy-to-navigate documentation
  • Searchable knowledge bases
  • Walkthroughs for internal systems
  • Instant AI Answers
Where?
  • help desk
  • internal tools

For your customers

  • Troubleshooting and setup guides
  • Contact forms
  • NPS surveys and feedback
  • Knowledge base and FAQs
  • Walkthroughs for any interface
Where?
  • help center
  • website
  • web app
  • mobile app

Stonly Benefits

Provide accurate, reliable AI answers

Let employees and customers ask questions wherever they need assistance. Ensure answers are relevant based on the user’s current context.

Keep docs compliant with the latest requirements

Push new content to reps and customers instantly and in one place whenever regulations, products, and procedures change—no more outdated versions.

Analyze and improve employee performance

With analytics by content, step, and person, understand what is working, what is being accessed, and where you might need improvement.

Ready to take your banking customer and employee experience to the next level?