Live in weeks, not months

Four ways of working with us — each built around one question: what should AI do in this workflow? Architect-led, regulatory-first, accelerated by pre-built banking modules. A focused first release typically lands in 6–10 weeks; if your scope needs longer, we'll say so in the first call.

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AI & Agents

AI & Agents.

Most banks don't have an AI problem — they have a data-and-controls problem. We fix that first, so AI is a switch you flip, not a project you start over.

start here even if you only came for implementation.— S.

  • 01Data Cloud foundation & identity resolution
  • 02Einstein insight & next-best-action in the flow of work
  • 03Agentforce agent design with guardrails
  • 04Compliance automation & evidence capture
  • 05CRM Analytics reporting & dashboards
  • 06AI-readiness assessment
Evolution

Managed Evolution.

The platform keeps learning — so should your org. Proactive optimisation, regulatory updates as they land, and each new Salesforce AI capability adopted deliberately, on a predictable retainer.

  • 01Proactive platform health & release management
  • 02Regulatory updates embedded as they land
  • 03Security reviews & monitoring
  • 04Enhancement backlog delivered in sprints
  • 05Performance & adoption reviews
  • 06Documentation & training refresh
Accelerators

Why weeks, not months.

Pre-built banking modules we configure to your policies instead of starting from a blank org:

/01

Client onboarding

KYC-integrated guided onboarding flows for retail and SME.

/02

Lending origination

Intake → underwriting → decisioning, with your credit policy encoded.

/03

Compliance reporting

DORA, SMCR and Consumer Duty controls and evidence, in the workflow.

Platforms

Clouds we build on.

Financial Services CloudDigital OriginationSales CloudService CloudMarketing CloudData CloudCRM AnalyticsExperience CloudAgentforceMuleSoft
Questions buyers ask

Straight answers.

How long does an implementation take?

A focused first release — one journey, one team — typically goes live in 6–10 weeks depending on integrations. A full multi-journey programme is realistically 3–6 months. We scope this honestly in the first call; the accelerators carry the standard groundwork so your budget goes on what's specific to your bank.

How do you handle DORA, SMCR and Consumer Duty?

Controls are embedded directly into Salesforce workflows — approval paths, evidence capture, audit trails — so compliance is produced by the work itself, not by a documentation exercise afterwards.

We have legacy core systems. Does that block us?

No. We integrate Salesforce with core banking and KYC/KYB systems via MuleSoft — your core stays, your teams get one modern working surface.

Who actually does the work?

The architect you meet in the first call. Founder-led delivery, no bench rotation, no hand-off to a junior team after signature.

What happens after go-live?

Hypercare through launch, then managed evolution if you want it — proactive optimisation, security and regulatory updates on a predictable retainer.

Start the conversation

Let's talk.

One conversation with the architect — and a clear view of what your bank could ship next quarter. If we're not the right fit, we'll tell you in that call.

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