FINANCIAL SERIVICES
Leadership wants AI. Your customer data is trapped behind a core you can't replace.
You've invested heavily in Salesforce, and the returns are hard to point to. A renewal's coming, AI is on the table, and you still don't have a straight answer on what you have. We look at it independently, tell you what's worth keeping, and launch the first AI use case while we fix what's blocking it, with a plan and the numbers behind it before you commit again.
Credit unions · Regional & community banks · Wealth & brokerage · Insurance · Payments
YOU'RE PROBABLY HERE BECAUSE...
Salesforce is live. The payoff isn't.
Your customer data is trapped behind a closed core
The core banking or policy-admin system holds the record, and nothing modern can reach it without a real layer built in between.
You're being pushed toward AI under real regulation
Everyone's selling agents, and AIforce just put Salesforce data inside Claude, Slack, and every agent your teams use. Under GLBA, you can't put one on top of data that isn't ready, and the vendor selling it won't be the one to tell you that.
A partner left a build your team can't explain
Disputed delivery, no documentation, no sign-off. In financial services, compliance doesn't wait while you sort it out.​
WHERE WE WORK IN FINANCIAL SERVICES
Fluent across the financial stack.
The work is the same across financial services: a closed core you're keeping, a modern experience on top, and the layer in between that has to hold up to regulation.
Credit unions
Closed core systems and member relationships at scale, where the work that matters is wiring the core to the member experience.​
Insurance
Distribution and service across a closed policy-admin core, where the work is connecting to it, not forcing everything through it.
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Regional & community banks
A modern digital experience on a legacy core you're not replacing, delivered under real regulatory weight.
Payments & BaaS
Regulated payments and banking-as-a-service, where compliance and the customer experience are the same problem.
Wealth & brokerage
The advisor-client relationship across systems, where the data has to stay accurate, and the record has to be maintained.
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WHY THIS MODEL FITS FIN SERVICES
Regulated, consumer-scale, and anchored on a core you can't replace.
1
Regulated to the core
GLBA and the examiners shape every build, so governance goes in from day one and holds up when the examiners show up.
2
Consumer-scale relationships
Millions of members and customers, each one an individual relationship. That's exactly the problem this model is built to run.
3
A core you orchestrate around
The core banking or policy-admin system is the record you keep. The value is in the layer that connects it to the customer.
HOW WE DELIVER IN FINANCIAL SERVICES
The value lives in the layer between the core and the customer.
The core system stays the system of record. Salesforce becomes where the customer relationship happens. The real work is the layer between them, and in financial services that layer is also your compliance line.
SYSTEM OF RECORD
The core
Typically stays in place. The core banking or policy-admin system you're most often keeping.
THE LAYERS
The architecture
Headless API, middleware, and GLBA governance. The compliance perimeter.
SYSTEM OF ENGAGEMENT
Salesforce
The member and customer relationship, run at scale.
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2
3
4
Map
Draw the real integration picture across the closed core and the point systems around it. The map alone is often worth the diagnostic fee.
Stabilize
Shore up the fragile connections before anything customer-facing gets touched.
Build the layer
A headless API and middleware layer, so the customer experience stops depending on the core's constraints and any AI tool can sit on top.
Govern, then AI
Wrap it in governance that survives an exam. Only then introduce agents, which now land safely on a foundation that is sound.
BUILT FOR REGULATED DATA
Other firms ship this part overseas. We don't.
Connecting a modern experience to a closed, regulated core is hard enough. In financial services, it happens under access rules that offshore, high-volume delivery usually can't untangle at scale. So the model most firms run doesn't work in regulated industries. With Foundree42, you get senior people who understand the data, work near-shore, and have met these kinds of challenges before.
Most firms in the room are conflicted. The license vendor profits when you buy more. The big SI profits when the project bills more hours. We don't resell licenses and we're not protecting a build we already sold you, so we're the one party free to recommend more Salesforce, less Salesforce, or a smarter version of exactly what you have.
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That freedom cuts both ways. When the right answer is more Salesforce, and often it is, you can trust it, because we had no reason to say it except that it's true. Independence isn't about using less of the platform. It's about making sure what you invest in actually works, and keeps working.