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.

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

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  • 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.

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  • 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.

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  • 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

  • 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!

What our customers say

Logan Wikoff

Logan Thomeczek

VP, Sales Enablement

Farm Credit Services of America

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.”

Daniel ritch

Dan Ritch


NorthMarq Capital

We want to empower our end-user to make decisions and learn what they need to know, especially through COVID. Before all this, they could just swivel their chair to a coworker and ask for help but at home, how do you do that? Now, Spekit has become our swivel chair. Our team can hover over any Spekit icon wherever they’re working and instantly get the answers they need.”

Logan Wikoff 1

Logan Wikoff

Training Specialist

Mariner Wealth Advisors

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 >

Spektacular Features

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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.

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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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The future of enablement in a remote learning world featuring Dan Darcy from Salesforce

Dan Darcy, the SVP of Sales and Partner Enablement at Salesforce and product visionary extraordinaire, joins Melanie Fellay, CEO of Spekit, for a conversation on the past, the present but more importantly, the future of enablement.

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LinkedIn Sales Navigator Getting Started Guide

Customize out-of-the-box LinkedIn Sales Navigator training content and surface that training in LinkedIn, exactly where your users need it.

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JBarrows Filling the Funnel Course Tips

Get ready to build a big fat pipeline by setting more meetings with tips from leading sales consultancy, JBarrows.

Let’s talk!


Ready to get started?