Navirum Inc – Salesforce Experts for Financial Services and Wealth Management - Navirum - AppExchange
Skip to NavigationSkip to Main Content

Navirum Inc – Salesforce Experts for Financial Services and Wealth Management
  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 25
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 8
  • Year this company was founded Founded 2018
Navirum Inc – Salesforce Experts for Financial Services and Wealth Management
Our Differentiators
Salesforce - Strategic, Implementation, and Support Services
Offices in Canada and the USA
Trusted Salesforce Partner for Financial Services and Wealth Firms

Navirum is a certified Salesforce consulting firm helping financial services and wealth management clients across North America implement Sales Cloud, Service Cloud, Marketing Cloud, and Financial Services Cloud.

Highlights

  • Certified Experts Across Salesforce Clouds##20+ certifications including Sales, Service, Experience, Marketing & Financial Services Cloud — plus AI and Data Cloud expertise.
  • Deep Financial Services Expertise##We help wealth managers, real estate firms, and financial advisors achieve fast Salesforce ROI with tailored solutions.
  • Our multilingual team, with offices in Montreal and New York City and members across Canada and the U.S., delivers rapid, responsive Salesforce and AI solutions to clients in Canada, the United States, and internationally.


Description

At Navirum, we help financial services organizations unlock digital transformation with industry-leading Salesforce consulting, advanced AI solutions, and intelligent automation. With offices in Montreal and New York City and a certified team stretching coast-to-coast across Canada and the U.S., we deliver multilingual expertise and a personalized, results-driven approach to every engagement.####Our Salesforce & AI Services for Financial Services:####- Salesforce Implementation: Sales, Service, Experience, and Field Service Clouds##- Marketing Automation: Marketing Cloud & Pardot##- Financial Services Cloud: Wealth, Insurance, and Banking##- AI & Automation: Certified Salesforce AI, Data Cloud, and Agentforce experts##- Ongoing Support: Optimization, training, and managed services##- Agentforce: Intelligent AI agents and automation that streamline financial operations####Who We Serve:####- Wealth Management Firms##- Real Estate Investment Companies##- Insurance and Financial Advisors##- Banks and Financial Institutions####From fast Salesforce implementation to long-term AI optimization, Navirum is your trusted Salesforce consulting and AI innovation partner for the financial services sector.

Geographic Focus

Languages

English, French

About Navirum At Navirum, we are huge believers in the power of Salesforce and the transformational effect it can have on businesses. The numbers speak for themselves. Businesses that successfully implement Salesforce can expect on average, a 25% improvement in sales, a 26% uptick in marketing RoI and 34% better customer service agent productivity. We help our customers achieve these results through our Salesforce consulting and managed services. The combination of these services help our customers generate long term value using the world’s leading cloud platform.

Headquarters
Montreal, Canada
Phone
+14385204412