Industries › Financial Services › Wealth Management, Advice & Platforms

AI agents that already know financial advice.

Our agents come pre-equipped with advice and wealth workflows, regulatory requirements, data models, integration patterns and proven Salesforce configurations — turning industry knowledge into a faster, lower-risk implementation.

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Pre-solved

We have already solved the hardest challenges for wealth and advice before your project starts.

Never miss a fee consent or FDS date

Track ongoing fee arrangements and renewals automatically, with revenue at risk visible by adviser months ahead.

Produce advice documents faster

Draft SOAs and ROAs inside compliance guardrails, with a human review gate the adviser always signs off.

One client view across every platform

Reconcile HUB24, Netwealth, Praemium and Class holdings against the household, not separate platform logins.

Reviews that scale with the book

Orchestrate annual review cycles and let an agent assemble the meeting pack before the adviser walks in.

The AI-native approach

Seven agents. Every project starts pre-loaded.

We embed industry knowledge into the agents — not a methodology deck. From day one, every agent applies your industry’s workflows, regulations, data models and proven patterns — from Discovery through Managed Services. The result: industry expertise built directly into your solution and project artefacts from week one.

Discovery

Runs workshops from the pack process models. Asks “how does your fee consent cycle differ from this baseline?” not “walk us through your process.” Output is captured as deltas against the pack baseline.

Design

Starts from the tenth draft. Pack stories, acceptance criteria and the client-and-household data model pre-loaded; the agent reconciles rather than authors. Every artefact badged From pack / Adapted / Net new.

Metadata

Diffs your existing org against the pack data model to produce a fit-gap automatically, or validates a clean landing zone.

Build

Instantiates the pack Flow and Apex skeletons parameterised to the approved design. Config generated from validated, tested patterns rather than authored from scratch.

Test

Runs the pack test suites against the built config using synthetic client and platform data. Traceable story → acceptance criteria → test.

Deploy

Inherits the pack environment and release conventions.

Managed Services

Picks up the pack reporting layer and continues to improve it post go-live.

Inside the pack

What makes our Agents ready for Salesforce implementation for wealth and advice

See exactly what our agents know and apply to your implementation.

Agent Skills

What it impacts

Process models

Onboarding → fact-find → advice production → implementation → ongoing review → fee consent. Complaints and breach escalation. Mermaid + structured JSON.

Data model extensions

Client, household, relationship group, financial account, service agreement, fee arrangement and consent objects layered on Financial Services Cloud, with ERDs and rationale.

Story & AC library

Parameterised user stories with acceptance criteria, tagged by use case, cloud and persona (adviser, paraplanner, practice manager, licensee compliance, client).

Flow / Apex patterns

Deployable skeletons: fee consent renewal scheduling, FDS generation, platform data reconciliation, review-cycle orchestration, permission sets by AR structure.

Agent prompt & topic-action sets

Agentforce topics and actions for review preparation, SOA drafting with compliance guardrails, portfolio summary, client self-service.

Test suites

Test scripts plus synthetic data generators — clients, households, platform holdings, fee arrangements, consent renewal dates.

Reporting packs

Dashboards and KPI definitions: consent renewal exposure, revenue at risk, advice production cycle time, review completion rate, adviser book economics.

If a component is empty in the manifest, the row renders empty. The page cannot overstate the pack.

The solution

How we implement Salesforce for advice and wealth practices.

We connect the entire advice journey — from lead and referral through onboarding, advice production, portfolio management, service and compliance. Our agents apply best interests duty and fee-consent logic to automate work and identify risk before it becomes a problem.

20 of 20 use cases

Use case

Pillar

Salesforce

Agent / integration hook

Lead, referral and COI network management

Growth & Acquisition

Sales Cloud, FSC

Referral agent qualifies and nurtures opportunities · Xplan, LinkedIn, web forms

Marketing, thought leadership and prospect nurture

Growth & Acquisition

Marketing Cloud Growth, Data 360, Agentforce

Content agent creates personalised campaigns · Email, LinkedIn, website

Client onboarding and advice workflow

Client & Advice

FSC, Experience Cloud, Data 360

Onboarding agent coordinates tasks and pre-fills client information · Xplan, HUB24, Netwealth

Digital fact-find and risk profiling

Client & Advice

FSC, Experience Cloud, Agentforce

Fact-find agent guides completion and identifies missing information · Xplan, risk-profiling tools

Advice production, review and approval (SOA/ROA)

Client & Advice

FSC, Agentforce, Salesforce Flow

Advice agent drafts documents and routes them for human review · Xplan, DocuSign

Paraplanning workflow and advice pipeline

Client & Advice

FSC, Agentforce, Experience Cloud

Paraplanning agent prepares, assigns and tracks advice work · Xplan, external paraplanners

Unified client, household and portfolio view

Portfolio & Wealth

FSC, Data 360, MuleSoft

Portfolio agent consolidates holdings, relationships and activity · HUB24, Netwealth, Praemium, BGL

Portfolio review, rebalancing approvals and communications

Portfolio & Wealth

FSC, Agentforce, Data 360

Review agent identifies variances, coordinates approvals and prepares client updates · Investment platforms

Insurance-in-advice and renewal management

Portfolio & Wealth

FSC, Service Cloud, Agentforce

Insurance agent tracks policies, renewals and advice actions · Xplan, life insurers

Estate planning and intergenerational wealth transfer

Portfolio & Wealth

FSC, Data 360

Relationship agent maps households, entities, beneficiaries and professional advisers · Xplan, estate-planning systems

Review scheduling, preparation and follow-up

Service & Engagement

FSC, Agentforce, Salesforce Scheduler

Review agent schedules meetings, prepares review briefs and tracks actions · Xplan, Microsoft 365, Google Calendar

Client segmentation and service-tier management

Service & Engagement

FSC, Data 360, Tableau

Segmentation agent assigns and reviews service tiers using value, needs and engagement data

Client portal, secure messaging and service requests

Service & Engagement

Experience Cloud, FSC, Service Cloud

Service agent resolves routine requests and routes complex matters · HUB24, Netwealth, document systems

AML, KYC and sanctions screening

Risk & Compliance

FSC, Data 360, MuleSoft, Agentforce

Compliance agent orchestrates checks and escalates exceptions · FrankieOne, GBG greenID, Equifax

Ongoing fee consent, renewal and service-delivery tracking

Risk & Compliance

FSC, Service Cloud, Salesforce Flow

Consent agent tracks renewals, evidence and delivery of agreed services · Xplan, DocuSign, payment platforms

Advice-file compliance, supervision and quality assurance

Risk & Compliance

FSC, Agentforce, Salesforce Shield

Assurance agent checks file completeness, evidence and policy adherence before human approval

Complaints, breaches and regulatory reporting

Risk & Compliance

Service Cloud, FSC, Data 360, Salesforce Shield

Compliance agent triages complaints, monitors RG 271 deadlines and supports RG 78 breach assessment · ASIC Regulatory Portal

Adviser productivity and book-economics insights

Operations & Data

Tableau, Data 360, FSC

Insights agent identifies capacity, profitability, service gaps and growth opportunities · Xplan, platform and finance data

Fee billing, reconciliation and revenue-leakage management

Operations & Data

FSC, Revenue Cloud, Data 360

Revenue agent reconciles agreements, services, deductions and payments · Xplan, platforms, payment rails

Platform integration, data orchestration and migration

Operations & Data

MuleSoft, Data 360, FSC

Data agent maps, validates and reconciles client records · Xplan, HUB24, Netwealth, Praemium, BGL, legacy CRMs

Platform

Salesforce clouds we deploy here.

Financial Services Cloud

Client, household and relationship data model.

Data 360

Platform aggregation and client 360.

Experience Cloud

Client portal and secure messaging.

Agentforce

Review preparation, advice drafting, self-service.

Revenue Cloud Advanced

Fee arrangements, consent and billing.

Marketing Cloud

Client communications and nurture.

MuleSoft

Xplan and platform integration.

Tableau

Book economics and consent exposure.

Integrations & compliance

The ANZ systems and obligations, mapped.

Systems we integrate

Iress Xplan HUB24 Netwealth Praemium BGL Class Super Xeppo FrankieOne GBG greenID Equifax DocuSign SuperStream & clearing houses Life insurer portals Outlook & calendar

Obligations we design for

AFSL general obligations (Corporations Act s912A)

Best interests duty and related obligations

Statement of Advice and advice disclosure

Ongoing fee arrangement and advice-fee consent

Conflicted remuneration and insurance commissions

Design and Distribution Obligations

Personal advice record-keeping (7-year retention)

Breach reporting and the reportable situations regime

Internal dispute resolution (ASIC RG 271) and AFCA

AUSTRAC AML/CTF, including the 2026 reforms

Privacy Act and the Australian Privacy Principles

Professional standards and the Code of Ethics

CSLR levy and tax (financial) advice registration

Proof

A sample of the actual output.

Rather than case studies, we show the artefacts. These are the Agent outputs a wealth and advice engagement starts from — the real deliverable, not a claim about it.

User stories

Three stories with acceptance criteria

Fee consent renewal, platform reconciliation and review preparation, tagged by persona and cloud.

Data model

ERD extract on Financial Services Cloud

Client, household, relationship group, financial account, fee arrangement and consent objects with the rationale for each field.

Test suite

One executable test script

FDS renewal scheduling run against synthetic client and platform data, traced story → AC → test.

How we deliver

The agents do the volume. Our forward deployed engineers do the judgement.

Our agents accelerate design and build without replacing human expertise. Forward-deployed engineers work alongside your operational leaders, using the platform to uncover root causes, solve real problems and own the outcome.

After go-live, the same agent capabilities continue into Managed Services — improving reporting, learning from every engagement and continuously strengthening our wealth and advice expertise.

Request Design Sprint

Request an Industry Design Sprint

Turn one of your highest-priority challenges into an actionable Salesforce solution — in just half a day.

We run a focused discovery session with your team, process the findings through our industry-trained agents, and validate the output with a domain expert.

What you receive

A clear view of the problem, root causes and opportunities.

A future-state process and recommended Salesforce solution.

Prioritised use cases, automation opportunities and integrations.

A practical roadmap with next steps, risks and expected value.

Request a Design Sprint