Enterprise financial services operations
Solutions

Cross-industry transformation, engineered together.

Salesforce, AI, data and digital engineering delivered as one connected capability — shaped by the way your industry actually works.

Explore your solution
Cross-Industry Transformation

The capabilities every industry programme depends on.

Customer 360

Unified customer, account and household views that power sales, service and marketing across every channel.

Data 360

AI-ready data foundations — ingestion, identity resolution, governance and activation across the enterprise.

Agentforce

Agentic AI grounded in trusted enterprise data, acting inside real business workflows with clear boundaries.

AI Automation

Intelligent automation across front-office and operational processes, from document intelligence to workflow orchestration.

Digital Experience

Portals, mobile apps and self-service experiences engineered for customers, partners and employees.

Cloud Modernization

Migration, re-platforming and cloud operating models that reduce run cost and increase release velocity.

Enterprise Integration

Event-driven and API-led integration connecting CRM, ERP, PLM, MES, core banking and data platforms.

API Engineering

Reusable, secure, well-governed API products with lifecycle management and developer experience.

Application Modernization

Legacy application re-architecture into modular, cloud-native services without disrupting operations.

Data Engineering

Pipelines, lakehouses and streaming architectures built for analytics and AI workloads.

Analytics

Decision intelligence, embedded analytics and executive reporting tied to operational data.

Cybersecurity

Security architecture, identity, data protection and compliance controls embedded into delivery.

Quality Engineering

Automated testing, release assurance and performance engineering across platforms.

Managed Services

Continuous operation, enhancement and optimization of platforms under a single accountable model.

Solution Library

Organised by business problem, not by technology.

Enterprises do not buy platforms — they fix problems. Start from the outcome you need, and the technology follows.

Customer

Know the customer once, and serve them consistently everywhere.

  • Customer 360
  • Customer Experience
  • Customer Service
  • Personalization
  • Loyalty

Sales

Turn commercial intent into governed, repeatable revenue motion.

Service

Serve the installed base as a revenue and retention channel.

Data

AI is only as powerful as the data behind it.

AI

Agents that act inside the workflow, not alongside it.

Engineering

The integration and platform work that makes the rest possible.

Solution Finder

What are you trying to transform?

Industry
Business function
Primary challenge
Technology landscape
AI maturity

Answer the five questions and AX3 will suggest a recommended solution, the Salesforce and AI capabilities that fit, and a transformation path to get there.

Industry Assessments

Start with a structured assessment.

Manufacturing Transformation Assessment

Evaluate customer, service, warranty and channel maturity against an intelligent manufacturing target state.

Request assessment

Salesforce Health Assessment

Review architecture, data model, technical debt, adoption and release process across your Salesforce estate.

Request assessment

Agentforce Readiness Assessment

Assess data grounding, process boundaries and governance readiness for agentic AI deployment.

Request assessment

EV Customer Experience Assessment

Map the EV ownership journey across purchase, charging, battery, service and subscription.

Request assessment

Retail Customer 360 Assessment

Evaluate consumer data unification, retail execution and personalization capability.

Request assessment

Financial Services CX Assessment

Review onboarding, servicing, relationship management and compliance experience.

Request assessment

Semiconductor Sales Transformation Assessment

Assess design-win tracking, global account management and forecast reliability.

Request assessment
Strategic Capabilities

Beyond platforms — the engineering depth behind delivery.

AI & Agentic AI

Agent design, grounding, evaluation and safe deployment of AI into business processes.

Data & Analytics

Data strategy, platforms, governance and analytics that make AI possible.

Digital Engineering

Product, platform and application engineering delivered by senior teams.

Cloud & Modernization

Cloud architecture, migration and modernization of the enterprise estate.

Enterprise Integration

Integration architecture connecting the systems that run the business.

IoT & Connected Products

Telemetry, edge and connected-product platforms feeding service and quality.

Cybersecurity

Secure-by-design architecture, identity and compliance engineering.

Quality Engineering

Test automation, performance and release quality at enterprise scale.

Application Modernization

Moving legacy estates to modular, maintainable architectures.

Product Engineering

End-to-end product development from concept to scaled operation.

FAQ

Cross-industry solutions — questions we are asked

What is a cross-industry solution?

A capability every industry program depends on — Customer 360, Data 360, Agentforce, AI automation, cloud modernization, integration, engineering and managed services — configured to your sector's workflows.

How do we choose where to start?

Start from the business problem, not the platform. The solution finder and library are organised by outcome so you can map the workflow costing you most to the right architecture.

Do solutions require a full platform replacement?

No. Most engagements modernize incrementally, using accelerators and assessments to prove value on a first release before extending scope.

How do accelerators and assessments work?

Assessments diagnose the current estate across data, architecture, automation and AI readiness. Accelerators are pre-built patterns that shorten the path from decision to running software.

Engage AX3

Bring industry expertise to your transformation.

AX3 combines industry knowledge with Salesforce, AI, data and digital engineering to deliver measurable business change.