Spekit for Financial Services

Whether you’re a credit union, financial advisory firm, bank, insurance or mortgage provider – digital transformation is essential to survival. But, with so much change happening, how do you scale training across dispersed employees to ensure successful rollouts, change communication and compliance?

Spekit is the easy to use, create and scale solution to drive digital adoption for Financial Services. 

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

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 a question arises. 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.

Spekit for Salesforce

The Ohana of App Partners!

Our favorite new phrase at work is “There’s a Spek for that!” When documentation and the dissemination of that documentation to end-users becomes an easy and fun process, you’ve got a win/win for all involved.
Nana Gregg

JLL

COMMUNICATE CHANGE

Notify your team in real-time via notifications, email and more when changes are made

50% of Salesforce admins make changes once per day in Salesforce! Don’t wait for a training session to communicate these updates. Send bite-sized, contextual notifications to your team of any change that’s made so everyone is always on the same page.

Communicate change

Amazing Solution!

We have been using Spekit and do not remember life before this solution. As a consulting company, we are using Spekit with our clients to provide a better customer experience while going through an implementation. We are excited to see Spekit continuing to grow and evolve as a solution.

 

Jocelyn Fennewald

OpMentors

MAINTAIN COMPLIANCE

Eliminate costly errors by ensuring up-to-date regulatory and compliance training are always at hand

Old or outdated training materials can be detrimental to your business. With the Spekit 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. Keep your data clean and accurate at all times.

The Salesforce Data Dictionary

 

Brilliant tool for long-term process sustainability

 

Spekit fills a critical gap in the market for an affordable in-system “living” documentation tool. The app works brilliantly and allows both admins and regular users to keep process documentation updated and ready at a click right where it needs to be. We have been able to deploy complicated functionality in Salesforce to users with a smaller change management process because so much lives effectively in Spekit and users can access it whenever they need. 
Sam Adiv

OpenTent

Onboard new employees with ease

Take new employees through engaging onboarding courses in the Spekit app, then supplement that training with the same answers and tips available as they begin their day-to-day work. Reinforce learning at every step of the employee’s journey to drive success.

Spekit for Financial Services

Share bite-sized knowledge and communicate process changes with your team – in any format, anywhere they work.