Salesforce Managed Services for Financial Services Firms

Salesforce managed services provide ongoing, structured support for your Salesforce environment after implementation. For financial-services firms, this means more than fixing things when they break: it includes proactive maintenance, release readiness, integration monitoring, compliance oversight, user enablement, and continuous enhancement, delivered by a team that understands the industry’s regulatory and operational complexity. Instead of relying on a single internal resource or a series of ad hoc consulting engagements, managed services give you a dedicated partner with deep platform knowledge and the institutional memory needed to keep your environment operating at its best.

No. Orbit is an enablement program, not simply a support desk. Break-fix support is part of the service, but the greater value comes from continuous improvement: workflow automation, reporting enhancements, data quality, release readiness, integration health, user adoption, and strategic guidance. Orbit handles both what is urgent, such as an issue affecting users, and what is important, including improvements to how Salesforce supports the business day to day. Over time, these cumulative improvements help turn Salesforce from a system that must be maintained into a platform that creates an ongoing competitive advantage.

Orbit is structured around three service levels designed to match where your firm is today and scale as its requirements grow. Orbit Standard provides foundational managed support, including user management, minor configuration updates, reporting adjustments, data tasks, and technical guidance, with a defined monthly allocation and clear service levels. Orbit Flex provides expanded monthly capacity for firms with more frequent enhancement requirements, evolving priorities, or seasonal peaks in demand. Orbit Enterprise is a tailored, high-touch partnership for firms with multi-cloud environments, complex integrations, proactive security and governance requirements, and a longer-term Salesforce roadmap requiring dedicated strategic support. Every tier includes a dedicated Account Manager, access to the Orbit portal, monthly status reporting, and real-time ticket tracking.

Orbit uses a flexible, month-to-month commercial model without a long-term lock-in. Orbit Standard starts at $200 per month; Flex and Enterprise pricing depends on the selected tier and the number of monthly hours required. For context, a full-time Salesforce administrator can cost more than $100,000 per year when salary, benefits, recruitment, and related employment costs are considered. Orbit provides access to a multidisciplinary team of consultants, architects, and project managers for a fraction of that cost, with the ability to increase capacity during busier periods and reduce it when demand is lower. You pay for the expertise and capacity you need, and your plan can be adjusted with your Account Manager as your requirements change.

For a small, single-advisor practice with straightforward needs, purpose-built tools like Redtail or Wealthbox are often the right call, they're simpler and less expensive. Salesforce Financial Services Cloud makes more sense once a firm has multiple advisors, complex household or entity structures, custodial integrations, or plans to adopt AI and Agentforce. The honest answer is that Salesforce isn't the right tool for every RIA, it's the right tool for RIAs that have outgrown or expect to outgrow simpler CRMs.

A consultant is typically brought in for a defined project, an implementation, a migration, a specific build, and then the engagement ends. An administrator is usually an internal, full-time hire responsible for day-to-day configuration and support. A managed services provider like Orbit sits between the two: ongoing, fractional access to the same range of expertise a full-time admin and consultant would provide, without the cost or hiring risk of either.

It means access to a multidisciplinary team, admins, consultants, business analysts, on a flexible, as-needed basis instead of hiring a single full-time resource or engaging a consultant for each individual project. Orbit's on-demand model includes proactive maintenance, release readiness, integration support, and strategic roadmap input, not just reactive ticket resolution.

Yes. Orbit manages and optimizes the full connected Salesforce ecosystem, not just the core platform, including AppExchange tools like TaskRay, DocuSign, Conga Composer, Box, and OwnBackup.

Orbit serves a range of clients: firms implementing Salesforce for the first time, existing customers who need ongoing assistance, teams that just finished a project and need support after go-live, small fast-growing firms that need real customization but can't justify a full-time hire, and mid-market or enterprise firms with multi-year, multi-cloud roadmaps.

Orbit delivers value through eight distinct levers: institutional memory, lower cost of ownership, communication efficiency, release readiness, governance, AI and Agentforce enablement, a flexible commercial model, and relationship capital that compounds over time instead of resetting with every new engagement.

The Orbit Portal is the central hub for every request, ticket, and piece of project history, replacing the usual scattered mix of email threads and Slack messages. Clients can submit requests, track ticket status in real time, collaborate using text, files, and media, and search an integrated knowledge base, all timestamped and organized in one place.

Salesforce Accelerators are ready-to-deploy solutions built from Navirum's proprietary code, configurations, and best practices gathered across financial services implementations. They're designed to fast-track delivery and drive adoption, helping firms see results in weeks instead of months.

Navirum's team holds certifications across Salesforce Sales, Service, Financial Services, Marketing, and Experience Clouds, Data Cloud and AI solutions, Agentforce, OmniStudio, Tableau, and Pardot, plus AWS and DocuSign. That technical range is paired with deep specialization in financial services, particularly wealth management, asset management, and lending.

It depends on the volume and complexity of your Salesforce requirements. A single in-house administrator can provide valuable internal proximity and respond quickly to straightforward requests. However, one person can also become a single point of failure, have a narrower range of specialist skills, and represent a significant fixed cost. Orbit provides access to a broader team with expertise across Salesforce configuration, development, integrations, compliance, data, security, and strategy. It also provides continuity: when one team member is unavailable, another can continue the work with access to the same context, documentation, and platform history. For many mid-market financial-services firms, Orbit provides more capability per dollar than a single internal hire while reducing operational and knowledge-continuity risk.

Yes. Many clients use Orbit to complement their internal team rather than replace it. Internal resources can retain day-to-day ownership and business alignment, while Orbit provides specialist expertise for complex configurations, integrations, security changes, release assessments, technical escalations, and strategic roadmap delivery. The Orbit portal gives both teams shared visibility into requests, priorities, decisions, and progress so that responsibilities remain clear and nothing falls through the cracks.

This is one of the most common reasons firms come to Orbit. When system knowledge is concentrated in one person, their departure can create immediate operational risk. Important information about configurations, integrations, historical decisions, and undocumented processes may leave with them. Orbit reduces this single-point-of-failure exposure by maintaining a centralized record of configuration history, design decisions, integration context, requests, and operating knowledge. When an internal administrator leaves, Orbit can preserve continuity while the firm recruits a replacement. When the new employee starts, they can also be onboarded more efficiently because the institutional knowledge has already been documented and retained.

Yes. Orbit's tiers scale from Standard, built for small businesses with straightforward needs, through Flex and Enterprise, which support mid-market and enterprise firms with multi-year, multi-cloud roadmaps and high-availability requirements. The model is the same whether a firm needs a few hours a month or a dedicated, always-on team.

Yes. Orbit regularly supports Salesforce environments originally implemented by other consulting partners. During onboarding, Navirum reviews the current configuration, integrations, documentation, technical debt, unresolved issues, and platform history to build the context required to support and improve the environment effectively. You do not need to have been a Navirum implementation client to benefit from Orbit.

Orbit onboarding follows a structured 30-60-90-day process designed to give the Navirum team full context on your environment and give your organization confidence in how the service operates.

• Day 0: You receive access to the Orbit portal and knowledge base, and your first service check-in is scheduled.
• Day 30: We review initial ticket volume, confirm scope expectations, and identify any immediate improvements, quick wins, or training requirements.
• Day 60: We align support activity with your business roadmap and assess whether your current tier reflects the actual level of demand.
• Day 90: We review outcomes, including service-level performance, completed work, budget status, recommended adjustments, and client feedback.

Orbit operates Monday to Friday, from 9:00 a.m. to 6:00 p.m. Eastern Time. Access issues are addressed within one business day. Enhancement and configuration requests are typically reviewed and scoped within three to five business days. When a ticket is submitted, the internal Orbit team is notified immediately through Slack so that requests do not sit unnoticed in a queue. Orbit agreements operate on a month-to-month basis without a long-term lock-in. Clients can discuss tier adjustments, capacity changes, or cancellation with their Account Manager as their requirements evolve.

The most common challenges are data mapping (Redtail's household and contact structures don't translate one to one into FSC), preserving historical activity and notes without losing context, and rebuilding workflows advisors have relied on for years. None of these are reasons to avoid the migration, they're reasons to plan it properly. Orbit has handled this exact migration path for financial services firms and builds the data mapping and validation steps in up front rather than discovering gaps after go-live.

By mapping Redtail's data model, contacts, households, notes, activity history, to the Salesforce Financial Services Cloud model before any data moves, then validating record counts and key fields after migration rather than assuming the export matched the import. Advisor notes and activity history are usually the first thing lost in a rushed migration, so they get specific attention rather than a generic bulk import.

It depends on where the firm is headed, not just where it is today. Redtail is simpler and less expensive for a small, steady-state practice. Salesforce Financial Services Cloud costs more to implement but scales with multi-advisor teams, complex household structures, and the integrations firms tend to need as they grow: custodial data, planning tools, and increasingly, AI and Agentforce. Firms that outgrow Redtail usually do so around the same point they add a second office, a compliance function, or a real integration requirement.

Yes. Advisor onboarding, getting a new hire productive in Salesforce quickly, and client onboarding, configuring the intake and household setup process, are both part of Orbit's ongoing adoption support, not a one-time training event that happens once and is never revisited.

Yes. ACT! migrations are usually more straightforward than Redtail or Zendesk migrations since the data model is simpler, but the same discipline applies: map the data, validate it, and rebuild the workflows that actually matter rather than recreating everything by default.

Orbit support begins at the very start of any engagement, whether that's a new implementation or picking up an existing Salesforce org. Orbit Project Assist covers support during implementation itself. Orbit Post Go-Live begins the moment a project goes live and continues from there, so there's no gap between the project ending and someone actively watching the system.

Yes. Orbit supports the broader Salesforce ecosystem, including Financial Services Cloud, Sales Cloud, Service Cloud, and Marketing Cloud. Beyond the core Salesforce platform, Orbit can manage and monitor integrations with custodians, portfolio-management platforms, compliance systems, communication tools, document platforms, and other connected business applications. When an integration problem occurs, Navirum can investigate the issue, coordinate with relevant third-party vendors, and work toward a resolution so that the problem does not become a recurring source of operational disruption.

Salesforce delivers three major platform releases each year, alongside continuous smaller product and security updates. Orbit proactively monitors these releases, evaluates their potential impact on your environment, tests critical workflows, and addresses relevant changes before they affect production users. For security-related changes, Orbit can help firms prepare for enforcement deadlines involving areas such as multi-factor authentication, authentication updates, certificate renewals, and email-authentication requirements. Proactive security governance of this kind is included as standard at the Enterprise tier, with reactive security support available at Standard and Flex. For license renewals, Orbit helps review utilization patterns, identify potential waste or unused functionality, and prepare the organization for renewal discussions with better technical and commercial visibility.

Yes. Orbit helps maintain the operational foundation required to make Agentforce, Data Cloud, and other AI capabilities useful, sustainable, and safe. Most firms are not blocked from adopting AI because they lack ideas; they are blocked by inconsistent data, undocumented automation, fragmented systems, or weak governance. Orbit configures deterministic guardrails at the Salesforce data layer, not the prompt layer, and implements PII masking and access controls through the Einstein Trust Layer. Our team is Agentforce trained, with hands-on experience across Google Gemini and Claude by Anthropic, so you adopt AI safely and explainably as your Agentforce and Data Cloud capabilities evolve.

By treating adoption as an ongoing responsibility rather than a training event that happens once at launch. Orbit provides targeted coaching, monitors where advisors are routing around the system (a strong signal something's misconfigured, not that people are resistant to change), and adjusts configuration to match how the team actually works.

Orbit is built specifically for the regulatory environment financial services firms operate under. Compliance increasingly means AI risk governance too: only 12.2% of financial services firms have a defined AI strategy, and as firms adopt Agentforce, deterministic guardrails need to sit at the Financial Services Cloud data layer, not just in a policy document. The team continuously validates data, integration, and compliance pathways for systems like Financial Services Cloud, Portfolio Management Systems, and accounting and compliance systems, and partners with a leading Salesforce security firm for protection beyond standard best practices. Compliance isn't a one-time review, it's part of the ongoing service.

Yes, this is the core of the Post Go-Live phase. Continuous optimization means monitoring performance, watching for the technical debt and adoption drift that accumulate naturally after launch, and revisiting the platform as the business changes rather than treating go-live as the finish line.

Yes. For enterprise clients, the Orbit team works flexibly across multiple time zones, including evenings, early mornings, and extended hours, and can staff work over weekends and holidays with proper planning to keep mission-critical projects on track.