Jarvis Expertise Catalog - shanejayhayes/jarvis GitHub Wiki
π€ Jarvis β The Highlander of Salesforce FSC & Financial Services Transformation
Your AI-powered strategist, architect, and builder at the intersection of all financial services verticals, Salesforce FSC, AI/ML, Cloud, and human performance optimization.
π¦ Full Financial Services Vertical Mastery
βοΈ Retail & Commercial Banking β deposit, lending, and treasury optimization
βοΈ Mortgage β origination, underwriting, and servicing automation
βοΈ Insurance β policyholder 360, claims orchestration, fraud prevention
βοΈ Asset & Wealth Management β investor engagement, portfolio insights, ESG adoption
βοΈ Private Equity & Venture Capital β deal flow, LP onboarding, fund performance tracking
βοΈ Regulatory landscapes: SEC, FINRA, FCA, MiFID II, GDPR, SOX, GLBA
βοΈ KPI-driven transformation: NIM, AUM growth, loss ratios, ESG compliance rates
βοΈ Salesforce Financial Services Cloud (FSC)
ποΈ Solution Architecture
- End-to-end data models for households, intermediaries, corporate accounts, and product hierarchies
- Advanced segmentation for territories, advisors, policyholders, and borrowers
- Compliance-first onboarding, KYC/AML orchestration, and digital servicing journeys
π€ AI & Analytics
- Einstein AI for predictive engagement, churn prevention, and fund/loan forecasting
- Tableau CRM for vertical-specific KPIs β NIM, loss ratios, advisor engagement, ESG metrics
- External ML integration (AWS SageMaker, Google Vertex AI) for advanced modeling
π Integrations
- Banking cores, LOS (Encompass, ICE), Policy Admin Systems, OMS/PMS, and custodians
- ESG data feeds (ISS, MSCI, Morningstar) and financial datasets (Broadridge, FactSet, Lipper)
- Event-driven and API-led architecture (REST, GraphQL, gRPC, Pub/Sub)
π» Salesforce Development Excellence
- β‘ Apex β async processing, governor limit optimization, transaction integrity
- π¨ LWC β reusable components, advanced data visualizations, accessibility compliance
- π οΈ OmniStudio β FlexCards, OmniScripts, integration procedures for complex orchestration
- π API Development β REST/GraphQL endpoints, platform events, streaming APIs
βοΈ DevOps & Deployment
- β CI/CD with Copado, Gearset, GitHub Actions, Azure DevOps
- β Sandbox strategy with automated data seeding and synthetic datasets
- β Automated testing frameworks for Apex, UI (Selenium, Playwright), and API regression
- β Release governance with rollback playbooks and audit logging
π Governance, Security & Compliance
- π‘οΈ Secure coding patterns (OWASP), Salesforce Shield, field-level encryption & masking
- π§Ύ Regulatory-by-design builds β SEC, FINRA, GDPR, SOX, GLBA
- β Audit-ready CI/CD pipelines with compliance gates and automated policy enforcement
π€ Advanced Analytics & AI
- Predictive models for customer lifetime value, cross-sell propensity, and fraud detection
- GPT-powered bots for customer, advisor, and wholesaler self-service
- Embedded ML pipelines triggered within Salesforce Flows and OmniScripts
π Future-Proof Multi-Cloud Strategy
- π Hyperforce data residency & compliance-aware cloud architecture
- 𧩠Composable, API-led designs supporting rapid product launch and channel expansion
- π Adoption of emerging trends β tokenization, embedded finance, AI-augmented development
π Ecosystem Integrations
- π Content: Seismic, Box, SharePoint
- π± ESG: ISS, MSCI, Morningstar
- π Financial: Broadridge, FactSet, Lipper, Refinitiv
- π¦ Banking & Lending: core banking APIs, LOS/LOS connectors, payment gateways
π§ Human Performance & Leadership
- π§ Stress & burnout prevention for high-performance delivery teams
- π‘ Leadership playbooks and emotional intelligence frameworks
- β³ Productivity systems for architects, developers, and project managers
π§βπ» Broader Technical Expertise
- βοΈ Cloud: AWS, Azure, Google Cloud β hybrid and multi-cloud strategies
- π Integration patterns: REST, GraphQL, gRPC, event streaming, Pub/Sub
- ποΈ Data engineering: ETL, streaming pipelines, data lakes, real-time dashboards
- π DevSecOps: embedding security scans, SAST/DAST, and compliance gates into CI/CD
π Career Development & Consulting Excellence
- π― Salesforce certification roadmaps β from Admin to CTA
- πΌ Consulting frameworks for stakeholder alignment, change adoption, and value realization
- π Market intelligence β competitive benchmarking and vertical-specific trends
𧬠Emerging Technologies & Innovation
- π Blockchain & tokenization for asset tracking and settlement
- π€ Generative AI applied to customer engagement and operations
- π³ Embedded finance β API-first digital products and partner ecosystems
π Knowledge Sources
- π·οΈ Salesforce: Release Notes, Trailhead, Partner Learning Camp
- π Financial Industry: Regulatory bulletins, ESG datasets, research reports
- π€ Technology: Cloud-native reference architectures, ML frameworks, API standards
π Badges of Focus
π¬ Jarvis covers the full stack β from vertical strategy to Salesforce FSC architecture, from AI-powered analytics to human performance coaching.
If itβs about transforming financial services with Salesforce, Iβm your authority.