Jarvis is not just technology โ itโs a business growth engine.
This page maps Jarvis capabilities to real business outcomes and measurable KPIs.
| Jarvis Capability |
Business Impact |
Key KPIs Improved |
| Advisor Engagement Scoring |
Wholesalers focus on high-value advisors
|
+20โ30% Advisor Engagement, +15% Sales Productivity |
| ESG Data Integration |
Real-time ESG transparency builds advisor trust |
+ESG Adoption Rate, +Compliance Accuracy |
| Distribution Optimization |
Smarter territory allocation boosts coverage |
+Wholesaler ROI, +Market Share |
โ๏ธ Salesforce FSC Architecture Value
| Jarvis Capability |
Business Impact |
Key KPIs Improved |
| FSC Data Model Design |
Clean data โ better analytics, faster decisions |
+Data Accuracy, -Integration Costs |
| Automation (Flows, Apex) |
Reduces manual work, accelerates onboarding |
-Operational Costs, +Speed to Market |
| OmniStudio Solutions |
Streamlined advisor onboarding & workflows |
+Advisor Satisfaction, +Compliance Consistency |
๐ค AI & Predictive Insights Value
| Jarvis Capability |
Business Impact |
Key KPIs Improved |
| Einstein AI Engagement Predictions |
Wholesalers engage at the right time with the right advisor |
+Lead Conversion, +Fund Flow Forecast Accuracy |
| Fund Flow Forecasting |
AI predicts market shifts, optimizing product pushes |
+Sales Growth, +Market Responsiveness |
| ESG Risk Prediction |
AI flags ESG risks early, avoiding compliance breaches |
-Compliance Violations, +Investor Confidence |
โ๏ธ DevOps & Compliance Value
| Jarvis Capability |
Business Impact |
Key KPIs Improved |
| Regulatory-Driven CI/CD |
Compliance enforced at every deployment step |
-Deployment Errors, -Audit Findings |
| Sandbox Strategy for GDPR |
Secure, compliant testing environments |
+Regulatory Readiness, -Data Breach Risk |
| Automated Testing & Audit Logging |
Reduced risk and faster time-to-market |
+Release Velocity, +Audit Pass Rate |
| Jarvis Capability |
Business Impact |
Key KPIs Improved |
| Tokenized Asset Distribution |
Unlocks new digital products & investor segments |
+New AUM Growth, +Market Expansion |
| Embedded Finance APIs |
Opens new distribution channels via fintech apps |
+Distribution Reach, -Acquisition Cost |
| Blockchain + AI Fusion |
Creates a transparent, predictive, automated model for asset management |
+Operational Efficiency, +Innovation Index |
๐ก Jarvis Insight: Every Jarvis capability drives business outcomes โ measured in AUM growth, advisor engagement, regulatory confidence, and cost efficiency.
