Empowering Financial Institutions

 

 

Through Microsoft 365 Adoption

In today’s financial landscape, credit unions and banking institutions are increasingly turning to digital collaboration tools to enhance productivity and streamline operations. One such organization, a mid-sized credit union, exemplifies how strategic training and adoption support can transform the way teams work.

Despite having migrated to Microsoft 365, the credit union initially struggled to leverage its full suite of collaboration tools. Traditional file servers and external sharing platforms like Dropbox were still in use, and Microsoft Teams was limited to instant messaging, competing with other legacy systems. Recognizing the need for a more cohesive and modern collaboration environment, the organization partnered with KnowledgeWave to drive meaningful change.

Through a tailored deployment of the KnowledgeWave Learning Services (KLS), users gained access to on-demand video training, monthly webinars, and custom sessions focused on Microsoft Teams, OneDrive, SharePoint, and To Do. Executive leadership and pilot users received personalized coaching through KnowledgeWave’s Adoption and Change Management (ACM) services, helping them visualize how Microsoft 365 tools could align with their workflows and governance needs.

 

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The Results Where Transformative

Employees embraced Microsoft Teams and To Do as their primary communication and task management platforms. Custom webinars and recorded sessions were integrated into the organization’s intranet, reinforcing learning and building awareness. The credit union even enabled its loan officers to meet with members virtually using Microsoft Bookings, an initiative sparked by the awareness raised during training.

 

As one executive shared, “KnowledgeWave was instrumental in quickly catapulting our organization into adopting MS Teams and To Do as our primary communication and collaboration platforms and then later assisting us with having our staff acclimate to OneDrive. The customized webinars designed to equip our staff with knowledge to maximize Microsoft's capabilities were superb! I highly recommend KnowledgeWave for your Microsoft 365 training needs.”

This success story underscores the value of a structured, user-focused approach to technology adoption. Whether you're a credit union, bank, or financial services provider, KnowledgeWave’s proven methodology can help your team unlock the full potential of Microsoft 365.

 

Ready to Learn More?

Request a discovery call today

If you'd like to learn more about KnowledgeWave and how we can partner with you to ensure user adoption of Microsoft 365, fill out the form to the right.  We'll reach out to schedule time to talk, so we can learn about your specific needs and create a customized solution. You can also call 800.831.8449. 

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