SPEKIT FOR FINANCIAL SERVICES
Drive digital transformation with in-app learning
Whether you’re a credit union, financial advisory firm, bank, insurance or mortgage provider – digital transformation is essential to survival. Scale training across dispersed employees to ensure successful rollouts, change communication, compliance and more with Spekit.
Teams across industries learn faster with Spekit
See ROI on your tools investment with learning that happens where work happens
You’ve invested thousands, maybe millions in the tools your team uses. Ensure success by empowering your team with in-app training, guidance and answers, every step of the way.
Drive adoption in Salesforce, Financial Services Cloud, nCino and other tools
Within one hour, employees will have forgotten 50% of the information you presented. Training needs to be continuous, easy to access and available in the moment. Spekit integrates with Salesforce at a metadata level – allowing you to easily create bite-sized content that ties directly in with the tools your team uses every day.
Notify your team in real-time via in-app alerts, notifications and more when changes are made
50% of admins make changes once per day in Salesforce! Don’t wait for a training session to communicate crucial updates. Send bite-sized, contextual alerts to your team wherever they’re working to keep drive alignment.
Eliminate costly errors by ensuring up-to-date regulatory and compliance training are always at hand
Outdated training materials can be detrimental to your business. With Spekit’s Salesforce Data Dictionary, every field or object in Salesforce is automatically pulled in for documenting. Update in one place and watch as training updates everywhere it’s surfaced to keep teams updated and compliant.