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.

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.

Amit singh

“Amit Singh is the Chief Strategy Officer and Chief of Staff to the CEO at Altimetrik, where he drives corporate strategy, growth acceleration, and value creation through transformation initiatives. In this dual role, he partners closely with leadership teams, investors, and the board to align business strategy with sustained, technology-driven growth.

With over two decades of experience at the intersection of technology, business, and transformation, Amit brings a unique perspective on how organizations can innovate and adapt in a rapidly evolving digital landscape. His career has been defined by building high-performing teams, scaling innovative platforms, and driving organizational change to deliver lasting impact.

Before joining Altimetrik, Amit held senior leadership roles at Visa, where he led technology strategy, engineering, and product development for Real-Time Payments and the Visa Developer Platform. Earlier, he served as Chief Product Officer at a startup and spent more than a decade at Oracle, leading product and engineering teams across a wide range of enterprise software applications.”

Our expertise
Before we proceed..

Altimetrik is committed to protecting your personal information. To apply for a position, you will need to provide your email address and create a login. Your information will be used in accordance with applicable data privacy laws, our Privacy Policy, and our Privacy Notice.

Explore More