ScreenSteps Information

ScreenSteps is an AI-powered Procedure Platform that takes a modern SaaS approach to procedure capture, training, execution, and change management for credit unions and banks of all sizes. Instead of relying on memorization, tribal knowledge, static documentation, and generic AI tools, we provide dynamic procedural guides in a single source of validated truth, powered by trusted, purpose-built AI that doesn’t hallucinate. Here's how it works: 💚 Get It Right: Use FI-specific AI tools to get your procedures right by consolidating, capturing, and validating procedural guides built for use in the flow of work 💚 Do It Right: Empower staff to consistently execute procedures by delivering guides that match the complexity of the task into the tools and workflows they use every day. 💚 Keep It Right: Implement guardrails and systems to keep your procedures accurate and ensure procedural steps are always compliant and up to date. When all three steps are working cohesively together, we call this the ScreenSteps Procedural Lifecycle Flywheel. Financial institutions using ScreenSteps have seen teller training time drop from 12 months to two weeks, new loan officers originating loans in one week, and compliance and audit risk improve significantly. But the impact goes far beyond faster training, fewer mistakes, and fewer escalations. ScreenSteps gives the institution greater capacity to adapt, improve, and serve. Managers and subject matter experts can spend less time answering repetitive questions and more time on strategic priorities; staff can adapt to change with confidence; and the institution can deliver a more exceptional customer/member experience, all while leveraging their existing investments in people and technology.