How bankswork with us.
AI first, because that’s where banking is going. Whoever scopes your work is whoever delivers it.
AI & Agents.
Most banks don’t have an AI problem — they have a data-and-controls problem. We fix that first, so AI is a switch you flip, not a project you start over.
Data foundation
Unified and governed without moving or copying it — the Data 360 zero-copy foundation any agent needs before it can be trusted with a customer.
Agentforce, deliberately
Out-of-the-box agents pretrained on banking workflows — switched on use-case by use-case, each with guardrails a regulator can live with.
Decisions you can replay
Every automated decision traceable to policy, data and version — an examiner-ready trail, because “how did the agent decide?” is coming.
Implementation.
Architect-led delivery across all four verticals — Financial Services Cloud for retail, commercial and CIB, Digital Origination for lending — accelerated by pre-built banking modules. Compliant from day one, AI-ready by design.
Every vertical, pre-built
Lending, retail, commercial and CIB shapes proven in delivery — including the Sales Cloud to FSC upgrade path.
Compliance in the workflow
DORA, SMCR and Consumer Duty evidence produced by the process itself, not reconstructed after the fact.
6–10 weeks to first release
A scope we defend honestly in the first call, then ship — visible progress every single week.
Moving to FSC.
If you run Sales or Service Cloud today, Financial Services Cloud activates inside your existing org — a remodel, not a rebuild. Your users keep their muscle memory; your data gains a banking model.
Activation, not reimplementation
FSC switches on in the org you already own. No migration cliff, no big-bang cutover — the upgrade path is itself a pre-built module.
The remodel that matters
Accounts and contacts become person accounts, households and hierarchies — your data reshaped to the industry model everything else builds on.
What you unlock
Householding, financial accounts, action plans, prebuilt banking processes and industry AI — the platform your licence was waiting for.
Managed Evolution.
The platform keeps learning — so should your org. On a predictable retainer, reviewed quarterly.
Proactive optimisation
We watch how your teams actually use the platform and tune it — before friction becomes a ticket.
Regulation, as it lands
DORA, Consumer Duty and whatever comes next — absorbed into the workflow as updates, not re-projects.
AI, adopted deliberately
Three Salesforce releases a year, each with new AI capability. We bring you the ones worth switching on.
Advisory.
Senior architecture judgement without a programme attached.
Architecture review
What you have, what it costs you, what to do about it — in writing, defensible in front of your board.
Gap analysis
Where your org stands against where your roadmap needs it — including whether to move to FSC at all.
A roadmap you own
Sequenced, costed, honest — and yours to execute with any partner, including not us.
Pre-built.
Pre-proven.
Pre-built banking modules, AI-augmented delivery with a named senior signing every decision, and a refusal to scope what we can’t defend.
How we buildStraight answers.
How fast can we really be live?
A focused first release typically lands in 6–10 weeks. We scope it honestly in the first call — if your ask needs longer, we say so then, not in month three.
Who actually does the work?
The architect you meet in the first conversation. AI does the heavy lifting; a named senior person reviews and signs every decision. No bench, no handoffs.
What does it cost?
Fixed-scope first releases priced per engagement, Managed Evolution on a predictable retainer. You’ll have a number after the first call — not a discovery phase.
What if we’re not on Financial Services Cloud yet?
That’s most of our clients. We handle Sales Cloud upgrades and greenfield FSC builds — the upgrade path is itself a pre-built module.
Let’s talk.
One conversation with the architect — and a clear view of what your bank could ship next quarter.
Talk to the architect