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 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

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.
Daniel Ritch

NorthMarq Capital


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

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 >

Logan Wikoff

Mariner Wealth Advisors


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Old or outdated training materials can be detrimental to your business.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!

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


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.