Your AI changed.
We check.
Security, performance and cost checks for Salesforce and the AI tools around it.
Two fields, no commitment.
Four checks. Clear next steps.
Security
Protect client data
What we check
Check data access and permissions against agreed controls.
Performance
Check output quality
What we check
Compare workflow outputs with agreed quality benchmarks.
Cost
Control AI spend
What we check
Review usage, pricing and options to reduce waste.
Consolidation
Reduce tool overlap
What we check
Assess overlap while accounting for integrations and workflow needs.
Confidence after change.
What counts as a material change?
A model version, prompt, data, permission or integration change in the workflows you rely on.
AI Assurance for Your Industry
The same four checks, pointed at the AI in your segment. Select yours.
Banking & credit unions
AI that answers members and supports lending decisions.
Wealth & asset management
Meeting-note AI writing into client records.
Assurance
AI that reads policy and client documents.
Fintech
AI features that ship on a vendor's schedule, not yours.
Why Navirum
We build and run the Salesforce around your AI: the configuration, integrations, data, permissions and advisor workflows. That context is what makes the testing meaningful.
Financial services firms often test AI once, at deployment; that testing can become outdated as models and systems change.
Governance sets the standard. Assurance produces the proof.
Delivered through Orbit
Scope and capacity agreed for your AI stack; baseline setup scoped separately.
AI assurance FAQ
AI assurance is the repeatable testing that shows an AI tool still meets its governance policy after each material change.
AI governance sets the standard: the policies, risk appetite and controls a firm commits to. AI assurance produces the proof: it re-tests, after a material change, that the deployed system still meets that standard. Governance without assurance is a policy document; assurance without governance has nothing to test against.
When something material changes, not on a fixed calendar. A material change is a model version, prompt, data, permission or integration change in the workflows you rely on. The vendors behind your tools ship updates on their schedule, so the trigger is the change itself.
AI model drift is when an AI tool's answers or behaviour change over time without anyone changing its settings. It usually follows a model update, a shift in the data the tool reads, or a vendor changing a default. Assurance catches it by re-running the same checks after each material change, so a drop in quality is found by a test rather than by a client.
Token costs rise with how much text an AI tool reads and writes, so the cost check looks at usage by workflow, not only the monthly bill. It compares consumption against what each use case is for, flags runs that cost more than expected, and shows where a prompt or feature could be trimmed. You get a cost view your team can review.
A report lists each check that ran, what it tested, what passed, what failed, and the evidence behind each result. Your team can review it without us in the room. Anything that failed comes with the step needed to fix it, and the checks run again after the next material change.
Yes. Agentforce behaviour depends on the underlying models, your data and your permissions, and those change between releases. A single-platform stack narrows the inventory, not the need: the security, performance and cost checks still apply, and the consolidation check can show where the platform now covers other paid tools.
Review your AI stack
Two fields, no commitment.
Keep reading: Orbit managed services · The Trusted Data Advantage · A data platform for financial services · The AI Governance Gap in Financial Services · AI Compliance & Trust in Financial Services