Transforming Financial Customer Service

How Deseret First Credit Union Thrives with USU Knowledge Management

Hear Directly from a USU Knowledge Management Customer!

Is your customer service ready to meet the unique demands of the financial sector? Join Jessica Leavitt from Deseret First Credit Union and Florian Schwingenschloegl from USU for an inside look at how advanced Knowledge Management tools are elevating customer experiences and empowering service teams to perform at their best.
 
In this session, you’ll hear how USU’s Knowledge Management platform has transformed Deseret First’s support operations, driving both agent productivity and customer satisfaction. From seamless self-service options to leveraging AI-driven insights, this session will show how modern KM solutions can help financial institutions resolve customer issues faster, simplify knowledge access, and reduce operational costs.
Key Takeaways:
  • Self-Service Excellence: Discover how self-service solutions empower customers to find answers instantly, reducing the burden on support teams
  • Streamlined Knowledge Access: Learn how a well-structured KM system improves response times and enhances agent confidence
  • The Power of AI & Knowledge Management Best Practices: Explore how AI is incorporated to optimize information retrieval, making it easier for agents to provide accurate answers
If you’re looking to elevate customer service in a high-demand environment, this webinar offers valuable insights into achieving efficient, high-quality support that meets today’s customer expectations. Whether you’re in Customer Service, CX, or support operations, join us to explore best practices and tools that can drive impactful results for your team and organization. Watch now to learn how Knowledge Management can transform your service strategy!

Speaker

Florian Florian Schwingenschloegl Company Sales Manager, USU

Jessica Jessica Leavitt Instructional Designer, Deseret First Credit Union

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