THE PROBLEM
Salesforce + Agentforce never stop evolving. Most firms can't keep up.
Without a dedicated managed services partner, three problems compound silently inside your org.
Org Drift Between Releases
Salesforce ships three major releases per year. Without active release management, configurations drift, deprecated features break workflows, and your org falls further behind with every update.
Adoption Erosion
Agentforce and AI features don't stick on their own. Without continuous monitoring, training updates, and proactive optimization, adoption declines — and your investment in AI underperforms.
AI Without Compliance Guardrails
SEC- and FINRA-regulated firms can't run agents without proper oversight. Without Einstein Trust Layer governance and audit trails, your AI deployment carries regulatory and reputational risk.
Recognise these?
Let's show you what Orbit looks like for your firm.
No long discovery calls. Tell us where you are and we'll come back with a tailored plan.
We respond within 1 business day.
THE ANSWER
Orbit: Managed Services Built for Financial Services
Navirum Orbit pairs proactive Salesforce maintenance with dedicated AI expertise — so your FSC platform and Agentforce agents stay current, compliant, and delivering value. From your first agent to your hundredth, we own the operational layer so your team can focus on clients.
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.
Wealth Manager
★★★★★ CSAT 5/5
Choose Your Tier
Every Orbit Tier Starts with the Foundation
Portal access, a dedicated Technical Lead, your Compass Roadmap, and omnichannel support — included at every level. Then choose how far you want to go.
Foundation + Proactive Maintenance
Everything in the Foundation, plus proactive health checks and maintenance to keep your org stable between releases.
- ✓ Portal access + Technical Lead
- ✓ Compass Roadmap
- ✓ Omnichannel support
- ✓ Proactive maintenance & health monitoring
- ✓ Up to 120h/month capacity
Bronze + Rapid SLAs & Release Management
Everything in Bronze, plus <2h SLAs, Salesforce release management, and AI assistant integration (Jump, Zocks, Claude).
- ✓ Everything in Bronze
- ✓ <2h SLA on critical issues
- ✓ Salesforce release management
- ✓ AI assistant integration (Jump · Zocks · Claude)
- ✓ $200/mo + 20h base; 120h cap
Silver + Dedicated Consulting & Custom Agentforce
Everything in Silver, plus a dedicated consulting resource, custom Agentforce development, and SEC/FINRA audit trails via the Einstein Trust Layer.
- ✓ Everything in Silver
- ✓ Dedicated consulting resource
- ✓ Custom Agentforce development
- ✓ SEC/FINRA audit trails · Einstein Trust Layer
5.0 / 5
CSAT
Summit Partner
Since 2018
100%
Financial Services Focus
10+
Salesforce Certifications
