Cost depends on firm size, the complexity of your requirements, number of users, and how many systems need to connect. Smaller firms with more focused requirements sit at the lower end; larger organizations with more users, more integrations, and more custom development sit higher. The main cost drivers are how many business processes are being configured, how many third-party systems need to connect, and how much data migration and custom development is required. We scope every engagement individually rather than quoting a flat rate.

Both. Strategy and roadmap engagements (Plan) are typically fixed-fee, scoped around defined deliverables like workshops, architecture reviews, and roadmaps. We call this fixed-fee strategy offering Navirum Charter. Implementation projects (Build) are usually time-and-materials with a high-estimate SOW so you always know the ceiling. Ongoing managed services (Manage/Orbit) run as a cancellable monthly subscription with defined entitlements, giving you predictable costs without long-term lock-in.

Cost increases with the number of Salesforce clouds being configured, the volume and quality of legacy data being migrated, the number of third-party integrations (custodians, portfolio systems, e-signature, back-office), custom development beyond declarative configuration, and jurisdiction-specific compliance requirements. Cost decreases with clean data, clear requirements defined upfront, standard configuration over custom code, and phased rollouts that start narrow and expand.

Timelines vary with scope, but a boutique delivery model is typically meaningfully faster than a large systems integrator, because the same team that runs discovery also builds and deploys, so there is no handoff delay between departments. We use sprint-based delivery with a mandatory Sprint 0 (discovery and design) followed by build sprints, each requiring client sign-off before proceeding, so the timeline is shaped around your specific scope rather than a fixed template.

A focused Agentforce pilot, for example, a Client Summary Agent that generates compliant pre-meeting briefs, can move quickly when your FSC data foundation is already in place. If data quality work or integration setup is needed first, that adds time upfront. We take a “turn on what you already own” approach: many FSC Enterprise/Unlimited licenses already include Agent Builder and Prompt Builder, so the first agent often ships without new licensing.

FSC is purpose-built for financial services with an industry-specific data model that Sales Cloud lacks. It includes native Household and Relationship management (so advisors see the full family picture), Financial Account objects (tracking AUM, policies, loans), Opportunity record types designed for wealth/insurance/banking products, Action Plans for structured onboarding and review workflows, and compliance-ready features like KYC tracking and referral management. For a wealth firm, this means configuring around how advisors actually work, not forcing financial workflows into a generic sales pipeline.

FSC serves wealth management (household relationships, AUM tracking, advisor productivity, financial planning integrations), banking (account onboarding, loan origination, branch referrals, KYC/AML), insurance (policy servicing, claims, broker enablement, renewals), and private equity/VC (deal flow, investor communications, fund reporting). The underlying data model is shared, but the configuration, automation, and integrations differ significantly by vertical, which is why working with a partner that specializes exclusively in financial services matters.

We use a trust-first, bottom-up approach: start with FSC data quality and permissions, add guardrails (audit trails, approval workflows, human-in-the-loop escalation), then introduce AI agents only on that governed foundation. Agentforce operates within Financial Services Cloud’s compliance framework and includes Salesforce’s Einstein Trust Layer, which provides zero data retention outside your org, toxicity filtering, and comprehensive access restrictions. Every agent action is logged in a secure, auditable trail.

Every Agentforce agent we deploy documents its actions, data sources, and decision paths in near-real-time in a secure, auditable log. We configure field-level security, permission sets, and data lineage during Discovery and Design, before any AI touches production data. We embed compliance rules directly into agent workflows: required disclosures are included automatically, approvals route through pre-defined hierarchies, and exceptions escalate to human review.

Salesforce FSC is designed for firms that have outgrown single-purpose advisor CRMs. If you need household-level relationship management, multi-product tracking (AUM, insurance, lending), custodian integrations (Schwab, Orion, Addepar), structured onboarding workflows, and a platform that supports AI-driven automation, FSC is purpose-built for that. Legacy tools work well for solo practitioners, but they lack the data model, integration architecture, and compliance infrastructure that growing multi-team RIAs and institutional firms require. We regularly migrate firms onto FSC from legacy advisor CRMs.

Large systems integrators typically staff several people per engagement with meaningful coordination overhead. The person in your discovery meeting often isn’t the one configuring your org. A boutique partner like Navirum delivers with a smaller, senior team where the same people who understand your business also build and deploy the solution. The result is faster delivery, deeper financial services domain expertise, and continuity through post-go-live managed services. The trade-off: boutique firms are selective about the engagements they take, focusing on depth over volume.

Yes, that’s exactly what our Plan service line, Navirum Charter, is designed for. It’s a fixed-fee strategy engagement that includes executive workshops, solution architecture, an FSC-vs-current-state assessment, and a phased delivery roadmap. This gives you a clear picture of what’s possible and what order to tackle it, before committing implementation budget. Many clients use this to build internal business cases or validate whether FSC is the right direction.