Spekit for Financial Services
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.
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.
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.
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.
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.
VICE PRESIDENT SALES ENABLEMENT,
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.”
Outdated training materials can be detrimental to your business.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.
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.
Customize free, out-of-the-box training content to onboard your team in Salesforce Lightning in minutes.
Customize out-of-the-box Financial Services Cloud training content and surface that training in-app, exactly where your users need it.