Give Your Advisors Back Their Time
with AI Built for Financial Services
Meeting prep, compliance checks, and client follow-ups are exactly the busywork that Agentforce, Slack, and Salesforce's AI platform are built to handle. Navirum designs and deploys AI agents that understand financial services: FSC-certified, compliance-first, and grounded in your firm's own data.
Testimonials
What Our Clients Say
Unlocking Next-Gen Business Operations
Salesforce has made substantial investments in artificial intelligence (AI) to help organizations transform their data into actionable insights. AI can streamline workflows, automate repetitive tasks, and deliver personalized experiences at scale.
Predictive Analytics
Enable intelligent recommendations through CRM Analytics.
Digital Agent Platform
Natural conversations and real-time support for clients.
Built for Every Corner of Financial Services
Three Ways to Engage
Find the Right Way to Bring Agentforce to Your Firm
Every engagement is grounded in the same FSC-certified, compliance-first approach. They differ in scope, speed, and depth.
Quickstart
Deploy in weeks, not months
A fixed-scope, fixed-price way to get a single AI agent live fast. Ideal for proving value before going bigger.
- ✓Single use-case agent
- ✓2 to 4 week deployment
- ✓Fixed price & timeline
- ✓Dedicated Technical Lead
Starts at $5,000
Explore Quickstart →Strategic Projects
Custom, multi-agent implementation
For firms architecting a broader agentic strategy: multi-agent orchestration, deep Data Cloud integration, and a phased roadmap.
- ✓Multi-agent orchestration
- ✓Custom Data Cloud integration
- ✓Dedicated project team
- ✓Phased roadmap & governance
$5,000 to $250,000
Managed Services
Ongoing optimization & support
Once your agents are live, Orbit keeps them tuned, compliant, and improving. SLA-backed support from the team that built them.
- ✓Continuous agent tuning
- ✓SLA-backed support
- ✓Compliance monitoring
- ✓Quarterly business reviews
Starts at $200/month
Explore Managed Services →Navirum Agentforce Solutions
Accelerate your firm's transformation with Navirum's Agentforce consulting. We specialize in creating "Agentic Financial Enterprises", deploying AI Agents to manage complex workflows across Wealth Management, Banking, and Insurance.
Our solutions go beyond traditional chatbots:
- Leverage your Data Cloud architecture for 24/7 client support
- Automate meeting summaries, loan processing, and compliance tasks
- Maintain regulatory compliance while minimizing manual intervention
Navirum's expert-led implementation ensures your Salesforce instance becomes an autonomous engine for growth, allowing your team to focus on high-value tasks while AI manages routine operations. From readiness assessments to full deployment, we help organizations unlock the full potential of AI automation.
Unmatched Salesforce & AI Expertise
As a leading Salesforce consulting partner with a specialized focus on the financial sector, Navirum brings deep technical mastery to every Agentforce deployment. Our team of certified AI specialists doesn't just configure tools; we architect "Agentic Financial Enterprises."
Who Can Benefit from Agentforce?
Agentforce can benefit financial services organizations ready to operationalize AI across the enterprise. It is particularly relevant for C-suite leaders—CEOs, COOs, CIOs, and Heads of Operations—responsible for driving growth, efficiency, and digital transformation initiatives.
Within wealth and asset management firms, it supports key stakeholders across the organization, including advisors and relationship managers, operations and compliance leaders, and technology teams—aligning front, middle, and back office around a unified, AI-driven operating model.
Explore Agentforce for Your Firm
Discover how Agentforce can enhance productivity, improve client experiences, and scale operations across your organization.
Not ready for a full assessment yet? Start smaller.
See our Agentforce Quickstart →