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Transforming Financial Customer Service: How Deseret First Credit Union Thrives with USU Knowledge Management

Presented by

Florian Schwingenschloegl Company Sales Manager, USU and Jessica Leavitt Instructional Designer, Deseret First Credit Union

About this talk

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!
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USU | Smarter IT Asset Management, FinOps & Customer Service Knowledge Management for Modern Service Teams Welcome to the official USU BrightTALK channel—where business leaders learn how to cut costs, stay compliant, and grow smarter. Whether you're managing software assets, optimizing cloud spend, or scaling support with ease—our sessions are built for real impact. Here, you'll learn how to: - Cut IT and SaaS costs with practical IT Asset Management and FinOps strategies - Stay audit-ready across hybrid, SaaS, and SAP environments - Align ITAM with ITSM, procurement, and compliance - Empower agents and customers with AI-driven Knowledge Management Improve CX, reduce handle time, and break down silos with connected knowledge This channel is for ITAM managers, FinOps pros, CIOs, procurement leads, and CS operations leaders who want results—not buzzwords. It’s straightforward, enterprise-focused, and packed with insight. Subscribe and explore the smarter way to run IT and customer service.
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