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Outdated training materials can be detrimental to your business.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.
Spekit’s team of experts helped us structure and embed new product playbooks within Salesforce, keeping relevant sales content at our sales team’s fingertips. It’s so intuitive that now our teams are confident and embracing both our sales technology and sales strategies.”
Logan Thomeczek
Vice President of Sales Enablement
After years of searching for the right solution, we were almost speechless! Spekit is a one-stop-shop and has allowed us to do everything we’ve been looking to do in enablement to support our teams.”
Julie Legleu
Salesforce Trainer
In searching for an in-app solution for user guidance, Spekit was the clear leader early on. Their ability to connect knowledge to business outcomes, reducing the time our reps spend learning tools and processes is going to be a critical component of our growth strategy moving forward.”
Keith Jones
REVENUE OPERATIONS SYSTEMS LEAD
After purchasing and rolling out Spekit to our 450 employees in just four business days during COVID, I just couldn’t stop bragging about your “white glove” approach to Customer Service.“
Daniel Ritch
CHIEF INFORMATION OFFICER
Enable your team in minutes with free, out-of-the-box content
Don’t write training from scratch. We’ve sourced content from Financial Services experts on your favorite tools so you can start delivering value in days, not months.
Salesforce Lightning 101 Training Manual
Customize free, out-of-the-box training content to onboard your team in Salesforce Lightning in minutes.
Financial Services Cloud Getting Started Guide
Customize out-of-the-box Financial Services Cloud training content and surface that training in-app, exactly where your users need it.
Salesforce CPQ 101 Training
Train, enable and empower your team in Salesforce CPQ – in minutes.