Salesforce, AI & Technology Partners for Financial Services
Salesforce is our flagship partner. Together with a trusted ecosystem of AI and technology partners, we help financial services firms transform and achieve their business goals.
A partner ecosystem built around financial services transformation, Salesforce, AI, integrations, and long-term platform value.
Salesforce
As a Salesforce Ridge Partner, Navirum designs, builds, and optimizes Salesforce solutions that drive growth, efficiency, and client impact across financial services.
Explore Salesforce Solutions →Our Technology Ecosystem
The platforms, tools, and technologies financial services firms rely on, now documented partner by partner below.
The AI and technology ecosystem behind Navirum
Navirum designs, builds and manages Salesforce for financial services firms with a network of AI, data, document and wealth technology partners, many of whom we work with in public through the FinSight Series.
AI governance and security
Testing, monitoring and governing AI agents so every action stays inside its permissions and leaves an audit trail.
AI and advisor productivity
AI working inside the tools advisors already use, from meeting prep to follow-up.
- AgentforceAI agents built into advisor and service workflows.
- AnthropicClaude working across Salesforce and Slack for advisor teams.
- GeminiGoogle AI applied where firms already run Workspace.
- JumpAI meeting prep and notes flowing straight into Salesforce.
- ZocksAdvisor meeting intelligence captured as structured CRM data.
- VintonAI meeting assistance evaluated and integrated for financial firms.
Data, integration and cloud
The pipes and platforms that keep client data complete, connected and usable.
- Nuage de donnéesUnified client data that AI agents can safely act on.
- JitterbitIntegration platform connecting Salesforce to core systems.
- AWSCloud storage and data architecture that cuts Salesforce costs.
- Google CloudCloud data and AI services running alongside Salesforce.
- NDEXCustodial data feeds consolidated into Financial Services Cloud.
- BreadwinnerFinance data synced between Salesforce and your accounting stack.
Documents, e-signature and storage
Client paperwork created, signed, stored and found without leaving Salesforce.
- DocuSignAgreements generated, sent and signed inside Salesforce.
- CloudFilesDocuments managed in Salesforce without burning Salesforce storage.
- SideDrawerSecure document vaults shared between firms and their clients.
- PDF ButlerClient documents generated from Salesforce data.
- ID-PalIdentity verification built into onboarding workflows.
- SharinPixImages and files handled natively inside Salesforce.
Wealth platforms and custodians
Portfolio, planning and custodial systems integrated into one advisor workspace.
- SchwabCustodial data integrated into Financial Services Cloud.
- FidelityCustodial feeds unified for a complete book of business.
- AddeparPortfolio data connected to the advisor workspace.
- OrionPortfolio management and Salesforce working from the same data.
- Black DiamondWealth platform data alongside Salesforce client records.
- CroesusCanadian portfolio management connected to Salesforce.
- MoneyGuideProFinancial plans linked to the Salesforce client record.
- eMoneyPlanning data kept in step with Salesforce households.
- ConquestFinancial planning embedded in the advisor workflow.
- ClientWorksLPL advisory tools integrated with Salesforce.
Proven in public: the FinSight Series
Since 2021, Navirum has hosted the FinSight Series, first with Salesforce, putting the work we do with partners such as Disseqt.AI on stage in open sessions for financial services leaders.
Orbit manages this ecosystem for you, month to month
Support, releases, integrations, AI governance and cost management, handled under one monthly plan.
Let’s connect your financial services technology stack.
Talk to Navirum about your Salesforce, AI, integration, data, document, and advisor-workflow priorities.
