AI Assurance Consulting for Financial Services
AI Assurance · Financial Services

Your AI changed.
We check.

Security, performance and cost checks for Salesforce and the AI tools around it.

Two fields, no commitment.

Your connected workflowSalesforce+AgentforceJumpZocks

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.

1Baseline
2Material change
3Test
4Report & act
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.

Salesforce clientsPace EquityMain Management

Wealth & asset management

Meeting-note AI writing into client records.

Salesforce clientsCuddy FinancialiA Private WealthSignetBerry WealthSterlingOne Wealth

Assurance

AI that reads policy and client documents.

Salesforce clientsKelson Financial

Fintech

AI features that ship on a vendor's schedule, not yours.

Salesforce clientsDing

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Financial services firms often test AI once, at deployment; that testing can become outdated as models and systems change.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.

<b>1,000+</b>Salesforce projects delivered
<b>400+</b>financial services clients
<b>40+</b>Salesforce certifications

Delivered through Orbit

Scope and capacity agreed for your AI stack; baseline setup scoped separately.

See Orbit managed services →

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

1Identify your tools 2Agree testing scope 3Define the first assessment

Two fields, no commitment.

RoryAI Assurance Consulting for Financial Services