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Knowledge management software for Credit Union and Banks

Reduce operational risks, improve member productivity, and uplift customer satisfaction by sharing critical information accurately.

Trusted by global brands

  • Watercress
  • Electrum
  • Abrigo
  • access
  • ticketmaster
  • Daikin
  • Whatfix
  • Payoneer
  • Cascade
  • Panaya
  • Virgin Red
  • McDonald's
  • vmware

AI search capabilities

Quickly find relevant information with Ask Eddy, an interactive AI search assistant that can find information with simple prompts.

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Category Manager

Centralized knowledge repository

Securely access all critical policies, documents, and client support information in one place.

Enterprise grade security

Protect sensitive financial and member/customer data with top-tier encryption and security protocols.

Centralized Repository

Benefits of knowledge management in Banks and Credit Unions

Reduce information silos

Streamline information access across branches and departments, reducing redundancy and increasing operational efficiency.

Enhance decision-making

Foster informed decision-making and strategic planning among your employees, to provide better client outcomes.

Boost compliance & risk management

Streamline administrative and research processes by documenting policies and best practices forms under one platform.

Improve client satisfaction

Deliver exceptional client experiences by equipping your team with instant access to comprehensive financial support insights.

Document procedures

Say goodbye to complex procedure documents and confused employees. Streamline them by documenting your SOPs and policies.

Recommended by Industry Experts

  • Capterra
  • G2
  • GetApp
  • Software Advise
Overall Ratings

Document360 in action

Take a look at some of our live customer knowledge base sites

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Personalized demo

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Trusted by thousands of users in over 100+ countries

  • G2 Leader
  • G2 Leader
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  • Software World
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