We’re excited to share that Navirum has officially partnered with FormAssembly, a leading web form and data collection platform trusted by organizations worldwide.
This strategic collaboration brings together our proven Salesforce consulting expertise with FormAssembly’s powerful form-building and data management capabilities. As a result, our clients will gain access to more seamless, secure, and scalable solutions within their Salesforce environments.
What This Means for Our Clients
By integrating FormAssembly into our Salesforce implementations, we can now offer advanced data collection workflows, simplified form creation, and automated processes — all within a secure, compliant framework. This means less manual work, faster turnaround times, and more reliable data — empowering our clients to focus on what matters most: driving results.
We’re thrilled to take this next step in enhancing our service offerings and look forward to helping our clients get even more value from their Salesforce investment.
Stay tuned for more updates, use cases, and tips on how this partnership will help transform the way you work with data.
👉 Want to see how FormAssembly can streamline your Salesforce processes?
Premium Strategic Consulting to Help Financial Services Navigate Digital Transformation in the Era of AI
New consulting practice builds on client feedback, Salesforce expertise, and decades of industry experience in wealth, banking, and insurance
Navirum, a Salesforce consulting partner for financial services, today announced the launch of its Strategic Consulting practice, a premium offering designed for founders, executives, and managers who need clear direction to achieve their business goals.
Strategic Consulting builds on years of positive client feedback and focuses on the areas where Navirum has delivered the most impact: shaping strategy, guiding roadmaps, and providing trusted advisory at the executive level. The offering addresses growing pressures facing the financial services industry — including mounting compliance regulations, heightened competition, and the paradigm shift brought by AI, which represents the most significant transformation since the rise of the internet.
Deep Salesforce Expertise
At the core of Navirum’s Strategic Consulting practice is its deep expertise in building Salesforce solutions that empower financial services organizations. Navirum has extensive experience with Financial Services Cloud, Agentforce, Experience Cloud, and Marketing Cloud, and is recognized for its ability to integrate Salesforce seamlessly with financial systems across North America. This combination enables firms to unlock the full value of their Salesforce investment while improving compliance, operational efficiency, and client engagement.
Grounded in Industry Experience
Navirum has decades of expertise across wealth management, banking, and insurance, combined with proven experience architecting and designing enterprise solutions. Strategic Consulting consolidates this knowledge into a structured, outcome-focused approach for firms seeking to scale, innovate, and stay compliant.
Powered by Strategic Partnerships
Navirum’s strength is amplified by deep partnerships across the Salesforce ecosystem and the North American financial services landscape. These include collaborations with Salesforce, Addepar, Amazon Web Services, DocuSign, Google, and AI partners such as Vinton.AI. Together, these partnerships allow Navirum to deliver creative, strategically advantageous solutions that align technology and business strategy.
Guided by Client Feedback
Navirum’s Strategic Consulting practice was shaped directly by client input. “We’ve consistently heard from our clients that the most valuable part of our work is the strategic guidance — helping them define their architecture, chart their roadmaps, and make confident decisions” said Rory Galvin, CEO of Navirum. “This new practice is our way of doubling down on what clients value most while preparing them for the future.”
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Navirum is a Salesforce consulting partner specializing in digital transformation for financial services across North America. With deep expertise in Salesforce Financial Services Cloud, Experience Cloud, Marketing Cloud, and complex system integrations, Navirum helps wealth managers, banks, and insurers scale efficiently, stay compliant, and innovate with confidence. Through consulting, managed services, and strategic partnerships, Navirum transforms financial services companies with Salesforce and the broader technology ecosystem.
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See how we help financial institutions, wealth managers, and fintechs turn Salesforce and AI into measurable business outcomes and operational growth.
Build the Future of Trust Services with Confidence | Navirum
Ecosystem Modernization
Build the Future of Trust Services with Confidence
The most successful trust companies are not simply upgrading technology—they are creating connected, client-centric organizations equipped for the next generation of wealth management. With Salesforce Financial Services Cloud, you can unify client relationships, streamline operations, unlock AI-driven productivity, and position your firm for long-term growth.
Navirum helps trust companies navigate every stage of the transformation journey, from strategy and platform selection to implementation, integration, and adoption.
Let’s explore what’s possible for your organization.
