Claudeforce for Financial Services

Salesforce and Anthropic have brought Claude into the enterprise. Getting it to work inside a bank is a different problem.

Claudeforce runs Claude inside the Salesforce Trust Boundary through Amazon Bedrock, so inference never leaves the environment your institution already controls. That is the platform. Claudeforce for Financial Services is what we build on it: the data model, the policies, and the exceptions your teams have worked around for years, engineered so an agent can reason over them correctly.

Underneath it, ALTi AIOS™ governs every agent action so it stays auditable and explainable against your own controls, including the steps that reach outside Salesforce into your core banking system, document store, and policy engine.

Four Areas of Impact

Elevate the relationship from information gathering to relationship building

Elevate the decision from processing information to applying expertise

Elevate the operation from managing tasks to managing outcomes

Elevate the experience from responding to requests to resolving intent

To know more, download Claudeforce for Financial Services flyer here.

Download

Three Paths to Production

Agentforce Launch

4 to 12 Weeks

Start here if your data is in good shape

Built for teams whose Salesforce data is already clean and grounded, with no transformation
workstream standing in the way

What you get

Agents live in production

Agentforce Unify

8+ Weeks

Fragmented data gets sorted before the agents go in

Built for organisations that need delivery handled end-to-end, from data audit through to production.

What you get

A data foundation and the agents running on it

Agentforce Amplify

Claudeforce-powered

For forecasting, compliance, and high-stakes decisions

Built for enterprises already on Agentforce and ready to unlock Claude's reasoning for complex
workflows.

What you get

Reasoning agents at enterprise scale

Learn more about our Agentforce offerings here.

Salesforce Services

Case Studies

Real retail and CPG engagements.

Salesforce

Salesforce CPQ Transformation for Streamlined Sales & Opportunity Lifecycle

Reimagining Terminal Lifecycle Management

Scalable Personalized Communications with SFMC

A Global SME Lending FinTech Cuts Deployment Time 60% and Lifts Sales Productivity 30% with a Modernized Salesforce Platform

A Global FinTech Achieves a 90% First Contact Resolution Rate with a Unified Salesforce Service Cloud Platform

PAYMENTS & FINTECH · Salesforce

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Why Altimetrik

ALTi AIOS™

Governs every agent action across your stack, so a credit decision that touches core banking, your document store, and your policy engine holds together as one reviewable record.

ALTi-Lab

Takes a Claudeforce prototype to a deployment your risk function will sign off on, through a governed prototype, pilot, and production pipeline.

Financial Services Cloud (FSC) domain depth

500 Salesforce consultants, 1,000 certifications, 350 projects delivered, at CREST partner tier, across loan origination, KYC and AML, and core banking integration.

Foundation builders

Agents built on unreliable data fail quietly and confidently. We build the
foundation the agent reasons over, not just the agent.

Resources

AI-first engineering In Action

Explore more insights

Blog

From Dreamforce 2026 to Production: How Altimetrik Is Bringing Claudeforce to Financial Services

A relationship manager at a regional bank has a client meeting at 10 a.m. At 9:15, she opens Financial Services Cloud (FSC) for the customer’s household relationships, logs into the core banking system for recent transactions, and finishes in the advisor portal, checking open referrals and service cases. She arrives just in time for the […]

Blog

AI-First Universities: Salesforce Education Cloud & Agentforce

Discover how Salesforce Education Cloud, Data Cloud, and Agentforce enable AI-driven student engagement and intelligent campuses with Altimetrik.

Blog

Platform Modernization

Salesforce Pro Merge Strategy: Field Notes from Real Org Merges

How to merge Salesforce orgs the right way. Discover proven strategies, governance models, and diagnostic tools that ensure speed, accuracy, and adoption at scale.

Explore all stories

Claudeforce for Financial Services

Four Areas of Impact

To know more, download Claudeforce for Financial Services flyer here.

Three Paths to Production

Learn more about our Agentforce offerings here.

Real retail and CPG engagements.

Salesforce CPQ Transformation for Streamlined Sales & Opportunity Lifecycle

Reimagining Terminal Lifecycle Management

Scalable Personalized Communications with SFMC

A Global SME Lending FinTech Cuts Deployment Time 60% and Lifts Sales Productivity 30% with a Modernized Salesforce Platform

A Global FinTech Achieves a 90% First Contact Resolution Rate with a Unified Salesforce Service Cloud Platform

Why Altimetrik

ALTi AIOS™

ALTi-Lab

Financial Services Cloud (FSC) domain depth

Foundation builders

AI-first engineering In Action

From Dreamforce 2026 to Production: How Altimetrik Is Bringing Claudeforce to Financial Services

AI-First Universities: Salesforce Education Cloud & Agentforce

Salesforce Pro Merge Strategy: Field Notes from Real Org Merges

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Industries

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