Future State Blueprint: Tokenized Asset Distribution AI Fusion - shanejayhayes/jarvis GitHub Wiki

This blueprint explores how tokenization, blockchain transparency, and AI-driven insights can redefine asset management distribution — with Salesforce FSC as the control tower.

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💥 Challenge

• Traditional fund distribution is slow, opaque, and expensive.
• ESG compliance is manual and fragmented.
• Advisors lack real-time access to tokenized and alternative investment products.

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✅ Jarvis Future-State Solution

• Tokenization of Funds → fractionalized fund ownership recorded on blockchain
• Smart Contracts → automate compliance, settlements, and investor rights
• AI + ESG Fusion → AI predicts fund flows & ESG scoring in real time
• Salesforce FSC Orchestration → acts as the engagement + analytics hub

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🏗️ Architecture

flowchart TD
    A["Investor / Advisor App"] -->|Token Requests| B["Blockchain Layer - Tokenized Funds"]
    B --> C["Smart Contracts - Automated Compliance & Settlement"]
    C --> D["API Layer - Blockchain Oracles"]
    D --> E["Salesforce FSC - Tokenized Asset Data Model"]
    E --> F["Einstein AI - Predictive Analytics & ESG Scoring"]
    F --> G["Advisor 360 - Tokenized Portfolio View"]
    G --> H["Wholesaler Insights - AI Recommendations"]

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🧠 Key Innovations

• 🔗 Blockchain Transparency → every transaction is audit-ready
• 🤖 AI-Enhanced Insights → predictive advisor engagement & fund flow forecasting
• 🌱 ESG-Driven Investment Decisions → ESG scores embedded into token data

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📈 Business Impact

• ✅ Near-instant settlements & reduced operational costs
• ✅ Regulatory compliance baked into smart contracts
• ✅ Next-gen advisor experience with tokenized portfolios
• ✅ Competitive differentiation for early adopters

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🏢 Who’s Exploring This?

• BlackRock → public statements on tokenization as future of finance
• Franklin Templeton → live tokenized funds on public blockchains
• Wellington & PGIM → R&D on AI + blockchain convergence

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