AI and Salesforce for Financial Services
Financial Services. Campaigns go out as lists.
Banks, insurers, and wealth teams need a client record people will actually use, and a paper trail someone can defend. We implement Financial Services Cloud or the clouds the process needs. We will not quote an agent before permissions and grounding are real. The first week is in the org, reading what already exists.
Certified Partner since 2010 · MVP Hall of Fame · 200+ agents in production · UAE and US desks
The week
What is actually stuck.
The honest no: if the work is a software factory with a named delivery date, we are the wrong partner.
The work
What we put in the org.
- 01Process first, then the cloud
- 02Connector inventory and least privilege when an agent ships
- 03Rescue for stalled FSC or Agentforce pilots
What changed · Regional bank, UAE
Open rates moved from the low teens into the mid-40s once journeys used the same profile as the branch.
Field notes.
Engagements we can describe. Named only where the client said yes.
The brief · two taps and an email
We work in banking and fintech and right now, leads go cold before anyone replies.