Financial Services Salesforce Specialists
Helping wealth management, banking, insurance and private capital firms modernize client platforms across Salesforce, Agentforce and AI. Senior-led delivery, long-term partnership.
“We greatly appreciated all of the help that Navirum provided to us. Whenever we needed further clarification, or just some extra help and guidance, the team was there to answer questions and provide valuable training. We believe our system is more efficient, and better organized thanks to the Navirum team!”
Led by a Senior Team
Navirum is led by senior consultants, not a rotating bench of juniors — real financial services depth from Accenture, Deloitte, Bank of America and Salesforce.
Why Navirum Exists
Financial services firms were too often stuck with generalist technology partners learning the industry on the client’s dime. Navirum was founded in 2018 to change that — equipping banking, insurance and wealth firms with Salesforce and AI to connect data, automate work and embed governance.
Three Areas We Actually Specialize In
Financial Services Cloud
Purpose-built for how financial services firms actually work: household mapping, advisor workflows and relationship-driven client management.
Financial Integrations
Deep integration experience across custodians and portfolio platforms, including Schwab, Fidelity, Black Diamond, Orion and Addepar.
AI Transformation
Agentforce and AI agents built on a governed Salesforce Data Cloud foundation, for advisor productivity and better client experience.
Delivered through the Navirum N8 Model, specialist financial-services expertise and real-world implementation experience.
The Navirum N8 Model
A proven, repeatable way of delivering financial-services Salesforce projects, from first conversation to long-term support.
Discover and Align
Understand your operating model, stakeholders and goals before any configuration begins.
Design and Validate
Solution design reviewed against your real workflows, not assumptions.
Build and Test
Configuration, integration and rigorous testing against real scenarios.
Deploy and Improve
Go-live with an adoption plan, then ongoing optimization through Orbit.
Plan, Build, Automate, Manage
Selected Client Outcomes
Questions About Navirum
What financial services firms actually ask before working with us.
View all 10 questions
What makes Navirum different from a generalist Salesforce consultancy?
Navirum works exclusively in financial services — wealth management, banking, insurance and private capital — so every consultant already understands custodian integrations, compliance requirements and advisor workflows before a project starts. Generalist Salesforce partners often learn the industry on the client’s dime; Navirum’s senior team, not a rotating bench of juniors, brings that depth from day one.
Does Navirum work with our custodian or portfolio platform?
Yes. Navirum has deep integration experience across custodians and portfolio platforms, including Schwab, Fidelity, Black Diamond, Orion and Addepar, building the integrated custodial workflows that keep advisor data synced and accurate across systems.
Can Navirum help with Agentforce and AI governance, not just Salesforce configuration?
Yes. Navirum builds Agentforce and AI agents on a governed Salesforce Data Cloud foundation, with deterministic guardrails and AI risk governance enforced at the data layer, not just the prompt layer, so advisor productivity gains don’t come at the cost of compliance.
Is Navirum a certified Salesforce partner?
Yes. Navirum is a Salesforce Ridge Partner with a 5.0 rating on the Salesforce AppExchange, and has completed 1,000+ projects for 400+ clients since 2018.
What happens after go-live — does Navirum disappear?
No. Navirum’s engagement doesn’t end at go-live. Orbit, Navirum’s managed services offering, provides ongoing support, releases and optimization so the platform keeps improving as your firm’s needs change, rather than being handed off and left alone.
Can Navirum migrate us from another CRM?
Yes. Navirum has published in-depth migration guides for firms moving from Redtail, Junxure, ACT and Zendesk to Salesforce Financial Services Cloud, and has direct client experience: Berry Wealth Strategies completed a migration from a legacy LPL Salesforce environment on time, with zero data loss.
What is Orbit Managed Services?
Orbit is Navirum’s managed services offering for ongoing Salesforce support after implementation, covering releases, optimization and on-demand consulting so firms aren’t left maintaining a complex platform alone. Signet Financial Management reduced platform issues and improved CRM adoption through Orbit.
How long does a typical Salesforce project take with Navirum?
Typical engagements with Navirum run from 3 months to 2 years, depending on scope. Smaller projects complete in a single phase, while larger transformations span the full 3–4 phases of the Navirum N8 Model, from initial discovery through deployment and ongoing improvement.
Does Navirum work with firms outside the US?
Yes. Alongside its US client base, Navirum works with financial services firms in Canada, including wealth management and banking clients, and publishes Canada-specific research and guidance for the market.
The Name Navirum?
The name Navirum comes from a contraction of the Latin phrase navigare ad futurum — “navigate to the future.” It reflects what we do for our clients: helping them navigate toward the future potential of their companies.
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