3 steps to enable your team in nCino with Spekit
Customize training to your needs
Customize out-of-the-box nCino 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 nCino
See training surface right where your team is working in nCino beside defined terms, fields, picklist values and processes. Then, invite your team to join!
Free nCino End-User 101 Training Manual
Getting your team up and running on nCino? Don’t write your training from scratch. We’ve collaborated with nCino experts to prepare the complete guide to getting started in nCino.
Download the manual to preview customizable content for nCino, including:
- How to convert to a product package
- How to submit for approval
- Adding loans to product packages
- How to add products and services
- How to generate a form and more!
What our customers say
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.”
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.”
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 >
Customize training in Spekit to appear in-app, within nCino.
Consolidate nCino training within a single, accessible solution
With Spekit, all your nCino training lives in one, consolidated solution. Customize, build and scale training to help your team learn nCino with ease.
How to kick-start digital transformation in your enterprise featuring Dan Ritch from NorthMarq
Hear from Dan Ritch, the CIO at NorthMarq on how to address some of the greatest digital transformation challenges businesses face today.
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.
Case Study: Mariner Wealth Advisors saves “an immeasurable amount of time training and driving adoption” with Spekit
“Spekit gives Mariner Wealth Advisors a flexible, scalable, modern approach to digital training that combines adoption and enablement to empower employees with answers at their fingertips.”