Help & Support
Elevate Your Agents with AgentExchange Solutions
Have Questions?
Navirum Inc – Salesforce Experts for Financial Services and Wealth Management
Trusted Salesforce Partner for Financial Services and Wealth Firms
- Certified PeoplePeople employed by the consultant who hold Salesforce certifications that align to competencies
- 5
- CertificationsThe number of certifications held by people at this organization that align to competencies
- 22
Navirum is a certified Salesforce consulting firm helping financial services and wealth management clients across North America implement Financial Services Cloud, Agentforce, Data Cloud, Sales Cloud, Service Cloud, and Marketing Cloud (and Pardot).
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 And Asset Management Firms - Investment Firms - Banks and Financial Institutions - Insurance and Financial Advisors From fast Salesforce implementation to long-term AI optimization, Navirum is your trusted Salesforce consulting and AI innovation partner for the financial services sector.
Highlights
Certified Experts Across Salesforce Clouds 50+ certifications including Sales, Service, Experience, Marketing & Financial Services Cloud — plus Agentforce and Data Cloud expertise.
Deep Financial Services Expertise We help wealth and asset managers, investment 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 Agentforce solutions to clients in Canada, the United States, and internationally.
Navirum's Impact
Pledge 1%
This company pledges 1% of their product, profit, equity, or time to support the community.
Provider Details
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.
Geographic Focus
United States • Canada
Languages
English • French