Financial services
Salesforce, data and AI for financial services
Architecture that tidies the platform, unifies customer information and puts AI to work with the permissions and traceability a regulated environment requires.
Three typical challenges in the sector
The sector's most common challenges and how we approach them.
01
Licenses and data model built up without an inventory
Over the years licenses, objects and fields pile up and nobody remembers why they exist. The platform costs more than it should, and moving to the Financial Services Cloud model becomes a decision made without data.
How Nyxum solves it
We inventory licenses and usage, map the current model to Financial Services Cloud and propose a phased migration roadmap with explicit acceptance criteria.
View the service: Salesforce02
A fragmented view of the customer
Sales, service and operations work with different information about the same customer. Each area reconciles by hand and decisions are made on data that does not match.
How Nyxum solves it
We integrate systems through explicit API contracts and cross-cloud orchestration, so each system publishes its information and the others consume it under agreed permissions.
View the service: Data, integration and multicloud03
AI where every decision has to be explainable
Trying AI is easy; running it on financial customer data is not. Without clear limits, an agent's autonomy becomes a risk compliance cannot accept.
How Nyxum solves it
We apply a governed AI framework: staged autonomy, role-based permissions and logged decisions that make it easier to answer an audit.
View the service: AI governance
Relevant clouds and technologies
- Financial Services Cloud
- Sales Cloud
- Service Cloud
- Data Cloud
- Agentforce
This is a technical reference for the sector, not a list of certifications.
Related case
The partners' track record in this sector is discussed in the initial conversation, within the limits of confidentiality agreements.