ScreenSteps
24 Case Studies
A ScreenSteps Case Study
Acclaim Federal Credit Union faced the challenge of quickly training new hires in preparation for opening a new branch. They needed a reliable system to replace their reliance on tenured staff and scattered documentation, aiming to ensure new tellers were confident and ready to serve members from day one. To address this, they turned to the vendor ScreenSteps and its knowledge base platform.
Using ScreenSteps, Acclaim FCU rapidly built a centralized, searchable knowledge base. The ScreenSteps team utilized Clarify AI Bulk Import to organize existing documents within 24 hours, and the Acclaim team then used Clarify AI Transform to fill content gaps efficiently. The results were significant, reducing new teller onboarding time from three months to a few weeks and ensuring consistent member service. ScreenSteps provided the trusted knowledge needed for a successful branch opening with minimal disruption to the team's regular duties.