Salesforce Financial Services Cloud + Claude.
Enterprise RIAs run on Salesforce FSC. Adding AI inside that environment, with the audit posture FSC firms already have, is what we implement.
By Isaiah Grant, founder of Quiet Machines
Why this query usually starts
Your firm's on Salesforce Financial Services Cloud because your CCO needed real audit, real role-based access, real entitlements. Bolting consumer AI tools onto that posture is how compliance projects get killed. The implementation has to respect what FSC already enforces and add to it, not work around it.
The implementation we ship for this combination
We implement a Claude integration that reads from your FSC tenant under your existing entitlements, writes artifacts back as FSC tasks and notes with the audit metadata attached, and runs every outbound draft through Compliance Reviewer before any human review. Your CCO gets one new system to audit, not seven new tools to chase.
6 steps from audit to handoff
- 01Audit your FSC environment
We sit with your Salesforce admin and your CCO. Map FSC objects, role hierarchy, entitlements, and the workflows worth implementing. Two weeks.
- 02Set up the secure document layer
SharePoint or Google Workspace folder structure mirrored from FSC household and contact IDs. Inherits your existing role-based access.
- 03Wire FSC to the document layer
Salesforce API integration. FSC objects sync to the document layer. Your admin keeps the keys. We don't host data.
- 04Implement workflows on Claude
Client Brain, Meeting Prep, Compliance Reviewer, Content Studio. Tuned to your firm's voice, your CCO's posture, your FSC entitlements.
- 05Wire writeback to FSC tasks and notes
Approved AI artifacts post back to the right FSC household and contact as tasks or notes, with prompt, model, reviewer, and approval-status metadata attached.
- 06Train the team, ship the runbook
Three days on-site. Lights-On for 90 days with weekly working calls. Day 90 the runbook ships, the firm owns it.
What the firm gets at Day 90
- ✓FSC stays the system of record, your CCO's posture is preserved
- ✓Every AI artifact has full audit metadata at FSC object level
- ✓Compliance review pre-screens every outbound draft
- ✓One new system to audit, not seven new tools to chase
The audit names which workflows belong on this stack and which don’t, before you commit to the build. $3,500 to $6,000 depending on firm size. Credited toward the build if you implement within 90 days.