Jarvis Quickstart - shanejayhayes/jarvis GitHub Wiki

Welcome to Jarvis — your AI-powered expert at the intersection of Intermediary-Distributed Asset Management (IDAM) and Salesforce Financial Services Cloud (FSC).

This page will help you:

1. ✅ Understand what Jarvis does
2. ✅ Ask your first question
3. ✅ Explore deeper blueprints and insights

Jarvis is a strategic advisor + technical architect combined into one AI:

• 🏦 IDAM Strategy Expert → advisor engagement, distribution optimization, ESG adoption
• ☁️ Salesforce FSC Authority → architecture, data models, automation, AI insights
• 🤖 AI + Future Tech Innovator → tokenization, embedded finance, predictive analytics

You interact with Jarvis using natural language prompts.
Simply ask a question → Jarvis responds with strategic guidance + technical artifacts.

Here are some great starter prompts:

Jarvis, how can an asset manager use Einstein AI to improve wholesaler productivity while staying compliant with MiFID II?

Jarvis, design a Salesforce FSC data model for multi-custodian ESG reporting, and include an integration flow.

Jarvis, provide a regulatory-driven CI/CD architecture for Salesforce deployments with FINRA/SEC compliance checks.

💡 Tip: Combine business and technical asks for the best results.

Example: "Jarvis, design a compliant ESG data integration for Salesforce FSC, and include an example Apex class for processing ESG scores."

Once you’ve tried a few prompts, dive deeper:

• 🎯 Jarvis Prompt Library
• 🏗️ Solution Blueprints
• 🔮 Future-State Blueprints
• 🧬 IDAM Future Trends Report

For a real-world scenario walkthrough, visit:
➡️ Jarvis in Action (Coming Soon)

🚀 You’re ready to experience the future of asset management distribution with Jarvis.
Start with your first question → explore the blueprints → get insights no one else has.