Industry · FinTech
Compliance at thespeed of growth.
Compliance-aware client outreach
Inside Salesforce trust boundary
System of action for advisors
Unified client + transaction data
The Problem
Your client data is fragmented.Your regulators don't care.
Compliance complexity slows every initiative.
SOX, KYC, AML, SOC 2: manual reviews and scattered documentation make every product launch a 9-month risk-review marathon.
Client data is everywhere except where it's useful.
Legacy core banking, CRM, billing, and the data lake hold the same client in five different shapes. RM productivity dies in the gaps.
Your competitors are deploying agents. You're hiring analysts.
Digital-native fintechs are scaling without scaling headcount. Every quarter you delay is one your CAC payback gets longer.
The Maple FinTech Stack
Six platforms.One agentic system.
The architectural backbone of every FinTech engagement we ship.
Compliance-aware client outreach
Inside Salesforce trust boundary
System of action for advisors
Unified client + transaction data
Why this combination matters
Anthropic is the only frontier LLM provider fully contained within Salesforce's trust boundary. For FinTech, that's not a feature — it's the only way agentic AI gets past your CISO.
Salesforce FSC
Industry-tuned data model and workflows for advisors and bankers.
Snowflake
Unified golden record across client, transaction, and product data.
Anthropic Claude
Reasoning layer governed inside the Salesforce trust boundary.
AWS + Vonage
Bedrock alt-path for sovereignty + omnichannel client outreach.
Use Cases
Agentforce + Anthropicuse cases for FinTech.
Compliance-Aware Onboarding Agent
Automates KYC and AML inside Salesforce. Pulls data from Snowflake, validates documentation, escalates edge cases to compliance officers with a full audit trail.
Stack · SF FSC + Snowflake + Anthropic
Client Intelligence Agent
RMs and advisors get a comprehensive 360° client summary in seconds. Pulls from custodial, billing, CRM, and CRM-adjacent systems.
Stack · SF FSC + Snowflake + Anthropic
Risk & Fraud Detection Agent
Real-time pattern detection across transaction streams. Triggers Service Cloud cases automatically with explainable reasoning.
Stack · SF FSC + Snowflake + AWS + Anthropic
Automated Regulatory Reporting Agent
Ensures every regulatory filing is accurate and on-time. Verifiable lineage from raw data to filed report.
Stack · SF FSC + Snowflake + Anthropic
Trust & Security
Why Maple's stackpasses your CISO.
Trust boundary architecture
Claude inference happens inside Salesforce-managed VPCs. Inference data never crosses provider boundaries.
Salesforce Shield
Field-level encryption, RBAC, full audit trail logging on every agent action.
AWS Bedrock alt-path
When sovereignty requirements demand it, Claude runs in your AWS account, not Salesforce's.
SOC 2, FFIEC, GDPR-ready
Architecture patterns we deploy are reviewed for audit readiness: not retrofit later.
What to Expect
No fake stats.Honest commitments.
Maple is in the first wave of agentic AI engagements. Our first FinTech engagements are running now: compliance-aware onboarding, client intelligence, fraud detection, and regulatory reporting agents.Published case studies are coming — meanwhile, here's exactly what every engagement commits to from day one.
Commitment 01
Time to first production agent
We architect and deploy your AI workforce in weeks, not months — with weekly milestone reviews you can hold us to.
Commitment 02
Agent Performance Audits
We optimize prompts, reasoning engines, and data triggers every month — and report exactly what work each agent did.
Commitment 03
Vendor lock-in
Every engagement ends with full ownership transferred to your team. We earn the next engagement, never the retainer trap.
Case studies in progress · Be one of our first
We Also Serve
Traditional Financial Services
Banks, insurance, wealth management. Same architecture, scaled to incumbent data complexity.
PE/VC firms
Deal flow management, fund admin, LP relations, and portfolio company orchestration.
Alternative lending & CRE finance
Niche compliance regimes meet modern data stacks.
Ready to deploy agentic AIinside your trust boundary?
Take the FinTech Assessment or book a strategy session with our team.