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.
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.
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Old or outdated training materials can be detrimental to your business.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
The Ohana of App Partners!
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.
