Las Vegas, Nevada · October 18–21, 2026

MEET NAVIRUM AT MONEY20/20 USA 2026

Financial Services AI, Salesforce & Intelligent Automation at Money20/20 USA 2026

Money20/20 USA brings together the people shaping the future of money, banking, payments, fintech, and financial services. Connect with Navirum to explore how Salesforce, Agentforce, Data 360, and intelligent automation can help financial services organizations modernize their technology stack, streamline operations, and deliver better client experiences.

As a Salesforce Ridge Partner specializing in financial services, Navirum helps wealth management firms, banks, insurers, and fintech organizations turn AI opportunities into practical, scalable solutions—from AI readiness and Agentforce strategy to Salesforce implementation, integration, and workflow automation.

We deliver integrated AI solutions with AI assurance built in: tested before launch, monitored in production, and backed by audit-ready evidence.

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Industry Friction

Common Financial Services AI Challenges We Solve

1. AI Without Trusted Data

AI is only as effective as the data behind it. Yet financial services organizations often have client, portfolio, transaction, and operational data scattered across Salesforce, custodians, portfolio management systems, documents, and other platforms.

Navirum helps firms create the data foundation AI needs to deliver reliable results. We connect Salesforce, Data 360, and financial services systems to create unified, trusted data that can power Agentforce, AI workflows, and emerging AI capabilities such as Claudeforce.

2. Disconnected Technology Ecosystems

Financial services firms rely on increasingly complex technology stacks—but disconnected systems can make it difficult for employees and AI agents to access the right information at the right time. This creates data silos, duplicate work, and inconsistent client experiences.

Navirum integrates Salesforce with custodians, portfolio management platforms, financial planning systems, and other critical applications. We design connected architectures that allow Salesforce, Agentforce, Data 360, and AI technologies such as Claude to work together within a governed technology ecosystem.

3. Manual Workflows That Don’t Scale

Advisors, relationship managers, operations teams, and service professionals still spend significant time on repetitive administrative work—preparing for meetings, entering CRM data, responding to inquiries, generating summaries, coordinating follow-ups, and navigating internal processes.

Navirum helps organizations identify where AI agents and intelligent automation can create the greatest impact. From Agentforce and Claudeforce-enabled workflows to Salesforce automation and custom integrations, we help financial services teams reduce manual work, improve productivity, and focus on higher-value client interactions.

The next generation of financial services AI isn’t simply about adding another AI tool. It’s about connecting trusted data, CRM, AI agents, automation, and governance into an architecture that can scale.

And once it’s live, we keep checking it. See how AI assurance works →

About Us

Connecting Salesforce, Data & AI for Financial Services

Navirum is a Salesforce consulting and advisory firm focused on helping financial services organizations modernize the way they operate, integrate technology, and engage with clients.

We work with wealth management firms, asset managers, banks, insurers, credit unions, fintechs, and payments organizations to connect Salesforce with the data and systems that power their businesses.

Our expertise spans Salesforce Financial Services Cloud, Agentforce, Data 360, AI strategy, integrations, automation, and cloud architecture. We help organizations bring together customer data, operational systems, portfolio and financial platforms, and AI capabilities into a connected technology ecosystem.

As AI moves from experimentation to execution, the challenge isn’t simply choosing an AI tool. Organizations need the right data foundation, system architecture, integrations, workflows, security, and governance to make AI useful in the real world.

That’s where Navirum comes in.

We help financial services organizations identify high-value AI opportunities, prepare their data and Salesforce environment, connect critical systems, and implement intelligent automation. From Salesforce Agentforce to Claude-powered capabilities and the emerging Claudeforce ecosystem, we help firms understand where these technologies fit—and how to put them to work.

Whether you’re exploring your first AI agent, modernizing Salesforce, connecting a fragmented technology stack, or preparing your organization for the next generation of AI, Navirum can help turn strategy into implementation.

What We Do

AI Services for Financial Services Tech Stacks

We plan, design, and orchestrate Salesforce and AI technology solutions built to scale real-world financial services workflows—securely, intelligently, and with the governance your organization requires.

AI Strategy & Advisory

Develop a practical AI roadmap tailored to your wealth management firm, bank, insurer, or financial services organization. We identify high-impact AI opportunities and create an implementation strategy aligned with your business goals, data, and technology environment.

AI readiness assessment
Financial services AI strategy & roadmap
Salesforce Agentforce & CRM consulting

AI Integration & Implementation

Connect AI with your existing financial services technology stack to create seamless workflows while maintaining data integrity, security, and compliance.

Custodian & portfolio platform integration
Salesforce, Data Cloud & CRM integration
Custom API & workflow development

Intelligent Automation

Automate repetitive processes and time-consuming tasks so advisors, relationship managers, and operations teams can focus on higher-value client interactions.

AI-powered lead & client qualification
Client service & inquiry automation
Meeting preparation, follow-ups & task automation

System Interoperability

Connect Your Financial Services Technology Ecosystem

Financial services organizations rarely operate on a single platform. Navirum connects Salesforce with the critical systems that advisors, relationship managers, operations teams, and financial institutions rely on every day—creating a connected foundation for automation, data intelligence, and AI.

Integration & Intelligence Core

AI & Data Ecosystem

The central engine connecting customer, portfolio, operational, and transactional data while preserving clear system-of-record boundaries and supporting scalable AI initiatives.

AGENTFORCE CLAUDE / CLAUDEFORCE DATA 360 AI-READY DATA ARCHITECTURES

CRM & Salesforce

FINANCIAL SERVICES CLOUD SALES CLOUD SERVICE CLOUD DATA 360 AGENTFORCE

Custodian & Portfolio

FIDELITY SCHWAB ORION ENVESTNET ADDEPAR JUNXURE REDTAIL LPL CLIENTWORKS

Financial Planning

CROESUS D1G1T SS&C ADVENT WEALTH SYSTEMS

Enterprise & Integrations

AWS JITTERBIT VONAGE DOCUSIGN CUSTOM APIs

Maximize Value

Why Meet Navirum at Money20/20?

Skip the generic AI conversation. Meet with Navirum to discuss the real technology, data, and operational challenges standing between your organization and scalable AI adoption.

Bring us your toughest Salesforce, integration, automation, or AI questions. We’ll help you identify practical opportunities, prioritize high-impact use cases, and determine what it takes to move from experimentation to implementation.

What We’ll Explore Together

See practical Salesforce, Agentforce, and AI use cases for financial services
Explore how Agentforce and Claude-powered capabilities can support real-world workflows
Discuss your Salesforce, Data 360, and financial technology architecture
Identify opportunities to connect fragmented client, portfolio, and operational data
Explore AI agent and intelligent automation opportunities across your organization
Discuss Claudeforce and what emerging AI capabilities could mean for your technology stack
Address integration challenges across custodians, portfolio platforms, CRM, and enterprise systems
Receive a complimentary AI Opportunity Assessment with practical next-step recommendations

Value-Add Deliverable

Leave Money20/20 With a Clearer AI Roadmap

Your AI journey doesn’t need to start with another technology demo. Start by understanding where AI can create the most value in your organization, and what needs to be in place to make it work.

Book a meeting with Navirum at Money20/20 and receive a complimentary AI Opportunity Assessment designed to identify high-value use cases, technology and data considerations, and practical next steps for moving toward implementation.

Once it’s live, Orbit managed services keeps it monitored and improving.

Schedule a Meeting at Money20/20

Broad Vertical Coverage

Tailored AI & Salesforce Solutions for Financial Services

Navirum combines financial services expertise with Salesforce, data, integration, and AI capabilities to address the specific workflows and technology challenges of each financial services domain.

Wealth Management

Modernize advisor workflows, unify client data, automate service processes, and leverage Agentforce to improve advisor productivity and client engagement.

Wealth management solutions →

Asset Management

Connect investment and client data, streamline relationship management, automate operational workflows, and create a stronger data foundation for AI.

Private markets solutions →

Banking

Modernize customer and relationship management, automate service workflows, connect core banking data with Salesforce, and identify high-value opportunities for AI agents.

Banking solutions →

Insurance

Connect policyholder and customer data, streamline service and operational workflows, automate repetitive processes, and improve experiences across the insurance lifecycle.

Insurance solutions →

Credit Unions

Create connected member experiences, modernize Salesforce environments, automate service and relationship workflows, and make member data more actionable.

Credit union solutions →

Fintech

Build scalable Salesforce and AI architectures that integrate with modern fintech platforms, APIs, data sources, and operational systems while supporting rapid growth.

Fintech solutions →

Payments

Connect customer, merchant, transaction, and operational data to Salesforce while automating relationship management, service processes, and high-volume workflows.

Payments solutions →

Financial Technology Platforms

Integrate Salesforce, data, AI, and third-party systems into scalable technology ecosystems. Navirum helps financial technology providers explore AI agents, automation, APIs, and embedded AI capabilities that can become part of their products and workflows.

Go Deeper

Discover Navirum Success Stories

See how Navirum helps financial services organizations turn Salesforce, data, integration, and AI strategies into real-world results. Explore our client success stories to learn how we’ve helped firms modernize their technology ecosystems, streamline operations, connect critical systems, and unlock new opportunities with Salesforce and AI.

Discover Our Success Stories →

Executive Presence

Meet the Navirum Team at Money20/20

Our leadership and financial services experts will be on the ground in Las Vegas. Connect with Navirum to discuss your Salesforce strategy, AI opportunities, technology architecture, and the practical steps needed to turn innovation into measurable business value.

Rory Galvin

Founder & CEO LinkedIn Profile

With over 17 years in financial services technology, including leadership roles at Accenture, Bank of America and seven years at Salesforce, Rory founded Navirum to give financial institutions senior-led strategy and delivery.

Today he works with technology, operations and compliance leaders across wealth, banking, insurance and credit unions, so he sees how firms are really deploying and monitoring AI. He’s always happy to compare notes on what’s working, what isn’t, and how firms keep AI under control after launch.

Meet the full team →

Meet With Navirum →

Frequently Asked Questions

Common Questions About Salesforce, Data & AI

Everything you need to know about preparing your technology stack for practical, secure AI implementation.

How can AI help financial services organizations improve productivity and client experiences?

AI can automate repetitive work, surface relevant client and business information, assist with service requests and follow-ups, and support employees with intelligent recommendations. Navirum helps financial services organizations identify practical AI use cases and implement solutions using Salesforce, Agentforce, Data 360, and intelligent automation.

What does an organization need before implementing AI agents?

Successful AI adoption requires more than an AI tool. Organizations need trusted data, connected systems, well-defined workflows, appropriate security and governance, and clear business objectives. Navirum helps firms assess their AI readiness and build the technology foundation required for scalable AI adoption.

How can Navirum connect Salesforce with our existing financial technology systems?

Navirum designs and implements integrations between Salesforce and the systems financial services organizations already use, including custodians, portfolio management platforms, financial planning systems, and other enterprise applications. Our approach helps create connected workflows while maintaining clear system-of-record boundaries.

Can I schedule a meeting with Navirum during Money20/20 USA 2026?

Yes. Navirum’s team will be on the ground in Las Vegas and available for conversations with financial services leaders, technology teams, and organizations exploring Salesforce, AI, integrations, and automation. Schedule a meeting with Navirum to discuss your priorities and receive a complimentary AI Opportunity Assessment.

Complimentary Session Deliverable

AI Opportunity Assessment

Receive a customized assessment identifying high-value AI use cases and the technology foundations needed to execute them.

Money20/20 USA · October 18–21, 2026

Let’s Build Your Financial Services AI Strategy

Schedule a focused session with the Navirum team during Money20/20 in Las Vegas. Whether you’re exploring Agentforce, Claudeforce, Salesforce modernization, AI-ready data, system integrations, or intelligent automation, we’ll help you identify practical opportunities and the next steps toward implementation.

Bring us your challenges. We’ll bring the financial services, Salesforce, and AI expertise to help you move forward.

Schedule a Meeting with Navirum →

Navirum Advantage

Build Smarter with AI + Salesforce

Design, implement, and scale connected Salesforce and AI solutions with Navirum—your financial services Salesforce and AI consulting partner.

Financial Services Specialists

Deep expertise across wealth management, asset management, banking, insurance, credit unions, fintech, and payments.

Salesforce Ridge Partner

Expertise across Salesforce Financial Services Cloud, Agentforce, Data 360, Sales Cloud, Service Cloud, and Experience Cloud.

AI & Agentforce Expertise

Identify, design, and implement practical AI agents and intelligent workflows that solve real financial services challenges.

Data & Integration Expertise

Connect Salesforce with custodians, portfolio platforms, financial systems, enterprise applications, and data environments.

AI-Ready Architecture

Build the trusted data, integrations, workflows, security, and governance required to scale AI responsibly.

Claude & Claudeforce

Explore emerging Claude-powered capabilities and how they can work alongside Salesforce, Agentforce, and your existing technology ecosystem.

Navirum Website Footer

Meet Navirum at Money20/20 USA 2026

1. AI Without Trusted Data

2. Disconnected Technology Ecosystems

3. Manual Workflows That Don’t Scale

Connecting Salesforce, Data & AI for Financial Services