Spekit and 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.

Being able to use and guide people to relevant content has saved an immeasurable amount of employee time, energy and bandwidth.

Read the case study ->

Logan Wikoff

Training Associate, Mariner Wealth Advisors

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

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.

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.

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!

Download the Free Financial Services Cloud End-User 101 Training Manual 

Don’t write your training from scratch. We’ve collaborated with Financial Services Cloud experts to prepare the complete guide to get started in Financial Services Cloud. Download to preview customizable content on Financial Services Cloud including:

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

Customize training in Spekit to appear in-app, within Financial Services Cloud

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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. 

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More resources for training your team in Salesforce products

Training Leader's Guide to NPSP 101

The complete guide to getting started with the Nonprofit Success Pack from Salesforce.

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Salesforce CPQ End-User Training Manual

Salesforce CPQ is complex, Spekit makes it easy. Customize out-of-the-box CPQ training content and surface that training in-app, exactly where your users need it.

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Salesforce Classic 101 Training Manual

Train your team with everything they need to know to leverage Salesforce Classic. 

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Ready to get started?

Get in touch today!