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.

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Farm Credit 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.

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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.

Daniel ritch

Dan Ritch


White glove customer service! After purchasing and rolling out Spekit to our 450 employees in 4 business days, I couldn’t stop bragging about your “white glove” approach to Customer Service.

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.

logan thomeczek

Logan Thomeczek

(5001-10,000 EMPLOYEES)

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.”

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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Outdated training materials can be detrimental to your business.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.

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Logan Wikoff

Salesforce Trainer

Immeasurable time-savings! Being able to use and guide people to relevant content with Spekit has saved an immeasurable amount of employee time, energy and bandwidth! Read the case study >

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.

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Salesforce Lightning 101 Training Manual

Customize free, out-of-the-box training content to onboard your team in Salesforce Lightning in minutes.

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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.

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Salesforce CPQ 101 Training

Train, enable and empower your team in Salesforce CPQ – in minutes

Get started in 5 minutes

Chat with us to get set up in minutes to start empowering your team today.