CLAUDE FOR FINANCIAL SERVICES
Claude on Salesforce, governed from day one
Get answers from Financial Services Cloud in the tools your teams already use, limited to what each person is permitted to access. Delivered by a team Certified in the Claude Partner Network.
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Faster answers. Fewer logins. Full control.
Your data lives in Salesforce. Your people work everywhere else.
Advisors juggle three systems to prep for one meeting. Most teams rarely log in at all. And copying client data into separate AI tools creates new risk.
Governed answers, wherever your people work
Claude answers in Slack, Claude, or Teams, using the Salesforce permissions you already have. Agents can initiate requests but never execute them.
Purpose-built Claude services for financial institutions
We’ve sat on your side of the desk, so we build AI your teams will use and your examiners can follow.
Claudeforce implementation
Connect Claude to Financial Services Cloud through Salesforce-hosted MCP, with every answer limited to what each person is permitted to access.
AI governance and control
Register every agent with an owner, risk rating, and data limits, so your risk team knows exactly what’s running.
Agentic workforce
Put agents to work on advisor reviews, credit memos, and service summaries. Agents prepare the work and initiate requests, but never execute them.
AI-ready data foundations
Give Claude trusted data from Databricks, Snowflake, and Data 360, with every figure traceable to its source. .
Claude for your Salesforce team
Set up Claude, Claude Code, and custom skills for your admins and developers, connected to your backlog and tools, so they deliver changes faster with the same review controls.
AI is reimagining customer engagement models. Agentic AI presents an unparalleled opportunity to leapfrog past traditional digital banking to a new model: cognitive banking.
Zennify Advisor Former EVP & CIO, PenFed Credit Union
Choose your Claude starting point
Offerings built to put governed AI to work fast, wherever you are in your AI journey.
Your first governed agent, reading Salesforce from outside the Salesforce screen.
- One agent on one surface, answering a question your team asks every day
- A curated, read-only tool set over Financial Services Cloud, published through MCP
- A named service identity that inherits your existing permissions and sharing rules
- A governance evidence pack your risk function can act on
- Less time spent switching between systems, and more time for the client conversation
- AI on your client data, with no new governance layer for risk to manage
The same agent, hardened for production and registered in your governance program.
- Everything in Claudeforce Access
- Per-user identity, so every read runs as the person asking
- Human-approved actions: the agent can initiate a request, never execute one
- Audit retention and version control on the tool contract
- Agent registered in your governance program: owner, risk tier, data access, go-live date
- A production agent your risk and compliance teams can stand behind
- Every action approved by a person and fully audited
The same governed agent, wherever your people work.
- Everything in Claudeforce Production
- A second surface connected to the existing tool library: Slack, Teams, or an application of your choice
- No change to identity, permissions, or governance
- Adoption that doesn’t depend on changing habits
- Ops, branch, risk, and partner teams benefit from the Salesforce investment you already made
Our complete Claude offerings expand far beyond these. Reach out for more information.
