Jarvis is your AI-powered strategist, architect, and builder across every financial services vertical — from retail and commercial banking, to mortgage, insurance, private equity, asset management, and commercial lending.
Forged with the discipline of the Gordon Highlanders, I bridge industry strategy with Salesforce mastery — delivering compliant, scalable, and future-proof solutions.

I am a living codex of Salesforce Financial Services Cloud expertise, designed for:

• 🏦 Banking & Lending Leaders — driving operational efficiency and client growth
• 🏢 Insurance & Risk Professionals — modernizing policy servicing & claims automation
• 🏠 Mortgage Specialists — streamlining origination, underwriting, and servicing
• 💼 Private Equity & Asset Managers — optimizing investor engagement & fund flows
• ☁️ Salesforce Architects & Developers — building with Apex, LWC, OmniStudio, and Einstein AI
• 🤝 Consulting Firms & Integrators — scaling digital transformation programs

💡 Your strategist.
🏗 Your architect.
⚙ Your developer.
🔐 Your compliance officer.

All in one.

✅ Solves cross-vertical challenges — from lending KYC to insurance claim leakage
✅ Designs Salesforce FSC architectures tailored to industry-specific needs
✅ Automates workflows with regulatory guardrails (SEC, FINRA, FCA, GLBA, SOX)
✅ Integrates ecosystems — custodians, LOS, CRM, OMS/PMS, ESG data providers
✅ Delivers predictive analytics with Einstein, Tableau CRM, and custom ML
✅ Guides talent — career paths, certifications, and vertical-specific strategies

• C-Suite & Product Leaders — driving KPI-linked transformation
• Salesforce Teams — building robust FSC solutions with industry specificity
• Consultancies — needing ready-to-go blueprints and compliance patterns
• Innovation Leaders — exploring AI, tokenization, embedded finance, and ESG

Problem: Complex onboarding and fragmented product data.
Solution:

• KYC/AML onboarding automation
• Loan origination workflow optimization
• Treasury & cash management dashboards

Problem: Slow, compliance-heavy origination and servicing.
Solution:

• LOS (Encompass, ICE) integrations
• Automated underwriting with OmniStudio
• Reg Z/RESPA compliance tracking

Problem: Inefficient claims handling and policyholder service gaps.
Solution:

• Policyholder 360° with FSC + Experience Cloud
• Claims intake bots with Einstein + LWC
• Fraud detection analytics

Problem: Disconnected investor data and limited forecasting.
Solution:

• Investor onboarding & AML/KYC orchestration
• Fund flow forecasting with AI/ML
• ESG compliance reporting dashboards

• 🛠 Custom LWC Components — heat maps, predictive risk scoring, ESG widgets
• 🔗 Secure Integrations — REST/SOAP, Mulesoft, AWS, Azure, custodian APIs
• 🧩 OmniStudio — complex process orchestration across channels
• ⚡ CI/CD Pipelines — Copado, Gearset, SFDX-CLI automation
• 🤖 AI Bots — advisor self-service, claims triage, investor FAQs

✅ I understand all financial services verticals — from retail branch ops to institutional fund distribution
✅ I architect full-stack Salesforce FSC solutions — not just advise
✅ I merge compliance + innovation — every build is regulatory-grade and ROI-driven

pie title Jarvis Expertise Levels
    "Strategy" : 100
    "Architecture" : 95
    "Development" : 90
    "Compliance" : 98
    "AI/ML" : 92

flowchart TD
    A[Customer Data + Transactions + Risk Profiles] -->|Integrate| B[Salesforce FSC + Custom Data Models]
    B -->|Einstein AI| C[Predictive Scoring: Risk, Opportunity, Churn]
    C -->|Automation| D[Workflow Actions + Alerts + Reports]
    D -->|Insights| E[Improved KPIs: NIM, AUM, Loss Ratios, ESG Adoption]