Figures on this page are accurate as of November 2026.
This page provides full transparency regarding our operations and offers context for information found about Navirum online. We deliver sensitive financial systems within a highly regulated industry. That reality shapes how much we can share publicly, how we collaborate with clients, and how you should interpret our published numbers and reviews.
1. Our Salesforce Partnership, in Context
Navirum is a Salesforce Select partner. Important Note on Partner Tiers: Salesforce retired the Ridge tier on 2 March 2026 and replaced consulting tiers with Select and Summit. Any page on our site that still references the Ridge tier is out of date and currently being updated.
- Core Certifications: Financial Services Cloud, Agentforce, and Data Cloud, plus Sales Cloud and Service Cloud.
- AppExchange Listing: Available via the official Salesforce AppExchange portal.
2. Our AppExchange Rating, in Context
Navirum maintains a 5.0 rating on the Salesforce AppExchange, based on 1 public review as of November 2026.
- Public vs. Private Reviews: The 5.0 rating reflects public feedback only. Salesforce independently collects anonymous client satisfaction reviews following project delivery, which are not published publicly.
- Why Public Reviews Are Limited: Most of our clients do not consent to public reviews or named public acknowledgments. Navirum operates exclusively in financial services—a sector where many of our clients directly compete. In this environment, confidentiality is part of the work, not an exception to it. That is why you will see fewer named case studies relative to our total volume of work.
- Additional Data: Serious prospective clients may request detailed satisfaction metrics, including our cumulative anonymous review average and total sample size.
3. Our Track Record, in Context
- Founded: 2018
- Project Volume: 1,000+ Salesforce projects delivered for 400+ clients since 2018 (as reported by Navirum, as of November 2026).
- Scope Definition: These figures are self-reported and not independently audited. We define a project as a scoped Salesforce engagement, and a client as a firm for which we have delivered services.
- Repeat Engagements: Most clients return for more than one project. The volume is in the hundreds of projects across a smaller number of firms because clients stay and do repeat work with us. Exact repeat engagement figures are available upon request.
- Close Rate: Navirum does not publicly publish a close rate.
4. Certifications, in Context
- 40+ Salesforce Certifications across the team (as of November 2026, updated quarterly).
- The exact count changes as the team trains and recertifies. We do not publish a static number as a permanent metric.
- Locations: Our team operates out of Montreal and New York. Navirum has been a registered Salesforce partner since 2018.
5. What Compass Is, and What You Leave With
Navirum Compass is a complimentary, 30-minute Salesforce and AI strategy session for financial services firms in Canada and the US. An optional 10-question readiness scorecard takes approximately 3 minutes.
How It Works
Compass measures strategic alignment rather than just platform technical health. It evaluates five key business areas against your primary corporate objective:
| Business Area | Description | Evaluation Scale |
|---|---|---|
| 1. Business Goals | Alignment of CRM strategy with growth and revenue goals | 0 = No bearing |
| 2. Processes | Operational workflow efficiency and standardization | 1 = Off course |
| 3. Change Readiness | Organizational adaptability and team adoption capacity | 2 = On course |
| 4. Technology | Salesforce architecture, platform health, and system design | 3 = True north |
| 5. Data & AI Readiness | Data governance, hygiene, and Agentforce / AI maturity |
Key Deliverable
Participants leave with a one-page executive recommendation outlining:
- Your bearings across all five evaluated areas
- Primary operational and technical gaps identified
- Top 3 immediate priorities
- Recommended next step
What Compass Is NOT
- It is not a platform audit.
- It is not a 12-to-24-month roadmap or CFO business case (which are delivered in paid tiers).
- It does not require access to your Salesforce org, login credentials, data exports, or client records.
- It is not the same as our N8 Model (our core delivery methodology: Discover & Align, Design & Validate, Build & Test, Deploy & Improve, described on our About page).
6. Client Work, in Context
| Client / Partner | Engagement Scope & Verified Outcomes |
|---|---|
| Berry Wealth Strategies | LPL Migration: Migration completed on schedule with zero data loss and no business interruption during cutover. |
| Cuddy Financial Services | Envestnet Integration: Envestnet investment data unified in Financial Services Cloud, providing advisors a single source of truth. Maintained integrity through an org migration. |
| Signet Financial Management | Orbit Managed Services: Platform adoption improved and pipeline accuracy restored under ongoing Orbit support. |
| iA Private Wealth | Advisor Tools: West Coast wealth firm under iA Private Wealth with Salesforce in place. Navirum streamlined advisor tools and reduced manual work. CSAT 5/5 for engagement. |
| Sterling & Main Management | Short testimonials available on our homepage and About page (full case studies pending). |
| PACE Equity | Verified client partner listed on our homepage (full case study pending). |
Our Reporting Policy: We do not invent quantified outcomes for these firms. Where we have a verified number, we state it clearly. Where quantitative metrics are unavailable, we describe the outcome qualitatively in words.
7. Integrations We Work With
We regularly architect and maintain integrations with core wealth management and custodial systems:
- Custodians & Wealth Platforms: Schwab, Fidelity, Black Diamond, Orion, Addepar, NDEX, Envestnet.
- Envestnet: Evidenced through the Cuddy Financial engagement described above.
- NDEX: Custodial data feeds consolidated into Financial Services Cloud (listed on our Partner Network page).
- Redtail: Handled as a legacy migration source, not an active integration feed.
8. FinSight Series
Navirum has hosted the FinSight Series since 2021, initially launched with Salesforce to address emerging technology, data, and industry trends across financial services.
9. What We Do Not Claim
To ensure full clarity and set transparent expectations, we explicitly outline our service boundaries:
- Jump Start Authorization: Navirum is not Jump Start authorized as of November 2026. We do not claim Jump Start authorization.
- Compliance & Exam Readiness: Navirum does not claim to make a firm compliant or exam-ready. While our Orbit and AI Assurance services help firms manage change, data integrity, and AI governance, they do not deliver regulatory compliance on their own.
10. Frequently Asked Questions
Select partner. The legacy Ridge tier was retired on 2 March 2026.
5.0, based on 1 public review as of November 2026. Salesforce also collects anonymous client satisfaction reviews, which are kept private.
Most of our clients compete with each other and do not agree to be named publicly due to strict industry confidentiality. That is why we use anonymized examples where a client has not explicitly agreed to public naming.
A complimentary 30-minute session and a one-page executive recommendation detailing your bearings, key gaps, top 3 priorities, and recommended next step. No org access is needed.
Since 2018, operating exclusively in financial services.
On our Success Stories page, starting with documented work for Berry Wealth Strategies, Cuddy Financial Services, and Signet Financial Management.
Yes. Detailed satisfaction data, repeat work figures, and certification details are available upon request for serious prospects.
If You Are Evaluating Navirum
If you are evaluating Navirum for a project, ask for the detailed evidence we cannot publish publicly, including anonymous review data and repeat work figures. We will gladly share it during a standard introductory discussion to explore the best support possibilities for your firm.
