Salesforce AI & Automation
AI that fits the way your team works.
Not every team needs 20 agents. Most need one great one, a clear use case, and a partner who helps them figure out which is which. It’s not always a data problem. Often it’s integration and process, which vendors like to sweep under the rug.
Every AI Engagement Starts Here
We start with the workflow, not the technology, so it doesn’t become another checkbox.
Define Use Case
Find the workflows worth improving. Identify where AI can actually save time or improve decisions.
Design Flow
Structure agents, automations, and MCP connections around a job to be done.
Build Intelligence
Wire Agentforce, Claude via MCP, or Copilot to your Salesforce data, with a security model.
Adopt by Design
Train your team, transfer the docs, and hand off something people will use daily.
Banking & Credit Union AI
Banking teams want answers without opening five systems, running reports, or chasing information across departments.
- Natural language queries across your LOS and Salesforce
- Agentforce agents for account opening and onboarding
- Intelligent Document Processing, up to $1,500 saved per loan
- List ItemClaude via MCP for headless Salesforce access
Commercial Real Estate AI
CRE teams want to spot revenue risks and opportunities sooner without digging through spreadsheets and reports.
- Agentforce for lease trends, renewals, and vacancies
- Legal workflow automation connected to Salesforce deal stages
- LOIs, leases, and offering memorandum abstraction
- Natural language and market intelligence in CRM
Wealth & Advisory AI
Advisors need client context, meeting follow-up, and next steps without spending evenings updating systems.
- Client meeting summaries and sentiment analysis via AI
- List ItemAdvisor-facing Agentforce agents for portfolio context
- List ItemNext-best-action recommendations inside FSC records
- Onboarding workflow automation to reduce manual steps
Salesforce is the foundation. AI is the layer on top.
The right tool depends on where your team works today, not which platform has the best marketing.
Agentforce
Choose Agentforce when AI should do the work. Automate tasks, trigger workflows, and move processes forward.
Claude via MCP
Choose Claude when AI should understand the work. Connect systems, answer questions, and surface insights.
Copilot
Choose Copilot when AI should support the people doing the work. Summarize, draft, and assist inside Microsoft 365.
AI Use Cases in Production
Save $1,500 per loan
IDP for Lending
Extract W2s, tax returns, and balance sheets automatically into Salesforce fields.
Decrease Call Volume
Banker Service Agent
Lost cards, password resets, address updates — handled automatically across channels.
3-4x Engagement Lift
Next-Best-Offer
Flags low-balance customers, surfaces the right product, and drafts personalized outreach
Real-Time Intelligence
Lease & Renewal Agent
Ask about expirations, vacancies, and tenant trends in plain language.
Zero Re-Keying
Legal Workflow Automation
Deal hits a stage, fires to Slack with dates pre-populated, legal picks it up, approval runs.
Reduce Swival Chair
Headless Salesforce
Ask questions across your LOS, core, and FSC in plain language.
60-70% Time Saved
Advisor Meeting Prep
Agendas created from CRM. Summaries, action items, and follow-ups logged.
Portfolio Context in Seconds
Financial Advisor Assistance
Portfolio summaries, asset allocation, goals, and life events surfaced instantly.
Fixed Price
Employee Agent
Coaches your team, standardizes SOPs, handles internal questions.
