Are your Salesforce and AI investments moving your firm forward?
Meet Rory Galvin, our founder, for 30 minutes. Leave with a one-page recommendation and your three next priorities.
Free·30 minutes·5 areas·1-page recommendation
Request your Compass session Or check your readiness in 3 minutes
Rory Galvin, Founder and CEO, leads every session.
Seven years at Salesforce.
Which sounds most like your firm?
Trusted by financial services firms across Canada and the US
See what one Compass session changed
How Compass set the priorities at Cuddy Financial
Cuddy FinancialFix the investment data first, then migrate.
“Our system is more efficient and better organised thanks to Navirum.”Noah Belcher, Senior Advisor, iA Private Wealth
Finding your true north
Every firm is somewhere between on course and off course. In one session we take your bearings and point you in the right direction.
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Meet
A conversation with Rory Galvin about your goals, your teams and your Salesforce platform. No logins or data exports.
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Analyse
Business goals, processes, change readiness, technology, and data and AI, through a financial services lens.
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Recommend
Rory writes an executive recommendation you keep: where you stand, the gaps that matter, and what to do first.
Check your Salesforce and AI readiness in three minutes
Ten statements, about three minutes. Works whether or not you use Salesforce today. Nothing is sent unless you request a session.
Request your Compass session
Free for banking, wealth and insurance firms in Canada and the US. Compass is built for firms already on Salesforce, and if you are still choosing a platform, say so in your request.
- Rory reviews your request and reads what you've told us about your firm and your Salesforce setup.
- Our operations team replies within one business day with times for your session.
- You meet Rory for 30 minutes. He writes your one-page recommendation and we send it to you afterwards.
LP
Our operations team confirm your request, book your session with Rory and send his recommendation.
Before you request a session
Is Compass really free?
Yes. The session and the one-page recommendation are free for banking, wealth and insurance firms in Canada and the US. There is no obligation afterwards.
Who is Compass for?
Financial services firms that use Salesforce, or are choosing a platform, and want to know where to invest next, including in AI. Rory reviews every request before a session is confirmed.
Is this a sales call?
No. You get a diagnosis and a written recommendation that is yours to keep and act on, with us or with anyone else.
Do we need to be using Salesforce already?
Compass is built for firms already on Salesforce, because the recommendation is about getting more from the platform you have. If you are still evaluating Salesforce, say so in your request and Rory will tell you whether a session makes sense. The readiness scorecard on this page has a path for firms that are still choosing.
Who will we meet?
Rory Galvin, Navirum's founder and CEO. He leads every Compass session and writes every recommendation.
What do we need to prepare?
Very little. We send a few short questions before the session so the 30 minutes go to your priorities.
Do you need access to our systems or data?
No. Compass is a conversation. There are no logins and no data exports.
What happens after the session?
You receive your one-page recommendation with three next priorities. If you want help acting on them, we can talk about that then.
