Case Study: Mariner Wealth Advisors achieves scalable, time-saving digital training and faster Salesforce adoption with Spekit

Mariner Wealth Advisors saves “an immeasurable amount of time training and driving adoption” with Spekit

Mariner Wealth Advisors (Mariner), a 1,000+‑employee firm in financial services, faced the challenge of training a dispersed and rapidly growing team on new technology like Salesforce while maintaining productivity and reducing the burden on support. Before Spekit, Mariner had no formal, standardized training or consolidated documentation to support a major migration of users across ten offices, leaving onboarding and daily questions scattered and time‑consuming.

Spekit delivered a flexible, scalable in‑app training and enablement solution that consolidated knowledge across Mariner’s tech stack and made help searchable at employees’ fingertips. By standardizing onboarding for Salesforce and expanding content for Orion and ADP, Spekit eliminated repetitive questions, fostered a self‑service mindset, supported the ten‑office migration, and—per Mariner—saved an “immeasurable amount of time” while streamlining support for 1,000+ employees.

Mariner

Logan Wikoff

Senior Associate of Platform Management Training