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Financial Services Cloud

Train, enable and empower your team in Financial Services Cloud – from anywhere. Customize out-of-the-box Financial Services Cloud training content and surface that training in-app, exactly where your users need it.

3 steps to enable your team in Financial Services Cloud with Spekit

1.

Chat with our training experts

Chat with us to see how easily Spekit can help your team train, onboard and reinforce learning in real-time, right where questions arise in Financial Services Cloud.

2.

Customize training to your needs

Customize out-of-the-box Financial Services Cloud training content in a few clicks to meet your unique business needs. Add videos, images more to create engaging learning experiences.

3.

Automatically see training in Financial Services Cloud

See training surface right where your team is working in Financial Services Cloud beside defined terms, fields, picklist values and processes. Then, invite your team to join!

Free Financial Services Cloud End-User 101 Training Manual

Download to access customizable training on Financial Services Cloud including:

  • How to set up accounts
  • How to set up and maintain households
  • How to create cases
  • Managing different account types
  • Managing leads, referrals, objects and more!

Spektacular Features

Consolidate Financial Services Cloud training within a single, accessible solution

With Spekit, all your Financial Services Cloud training lives in one, consolidated solution. Customize, build and scale training to help your team learn with ease.

Surface Financial Services Cloud training and resources in your instance

With Spekit, surface knowledge and training directly within Financial Services Cloud, right where questions arise.