Salesforce & AI consulting for financial services
Xenai Digital partners with APAC banks, insurers, wealth managers and super funds to modernise Salesforce, deploy Agentforce, and build enterprise AI that clears CISO, Legal and Risk — not just marketing. Led by Robin Leonard, the team behind the 2025 Salesforce Customer Success Partner of the Year award.
Financial services leaders have to run two clocks at once: transform customer experience fast, and satisfy regulators who keep raising the bar. APRA CPS 230, MAS FEAT, PDPA, CDR and the emerging AI assurance regimes aren't checklists — they change which use cases are actually shippable. Xenai brings a Salesforce Financial Services Cloud foundation, an AI Trust & Safety programme aligned to NIST AI RMF and ISO/IEC 42001, and delivery experience across retail banks, insurers and super funds.
What good looks like in financial services
The outcomes Xenai engagements are built around
- Clean, auditable customer data model across channels
- Agentforce use cases that survive Risk and Legal review
- A board-ready AI roadmap Finance can fund with confidence
Anchored to the regulators that matter
Financial Services enterprises Xenai works with across
How Xenai helps financial services organisations get value from Salesforce
Six productised engagements that cover the full life cycle — from healthcheck, through strategy, to ongoing product ownership. Every one is delivered by Xenai Digital with Robin Leonard as senior consultant on enterprise engagements.
Salesforce Healthcheck
A structured audit of your Salesforce investment with an actionable improvement roadmap — tuned to financial services constraints.
Focus: CPS 230 operational-risk mapping, Financial Services Cloud fit, and lineage from customer record to regulatory report.
Learn moreSalesforce Strategy & Roadmap
A multi-year Salesforce transformation strategy — aligned to business outcomes, licensing reality and internal capability.
Sequenced to clear APRA / MAS governance gates while still shipping CX improvements every quarter.
Learn moreSalesforce AI Strategy & Roadmap
An AI strategy purpose-built for Salesforce — Einstein, Agentforce and custom agents — sequenced against real business value.
Every use case stress-tested against CPS 234, MAS FEAT and your AI risk appetite before it gets funded.
Learn moreFractional Salesforce Product Owner
Part-time senior Salesforce product ownership for complex programs. Keeps delivery honest, scope tight and stakeholders aligned.
Senior product ownership for banks, insurers and super funds where Risk, Legal and Compliance need a single adult in the room.
Learn moreSalesforce Licence Review & Advice
Independent analysis of your Salesforce licence estate to cut waste and line up commercial terms before your next renewal.
Financial Services Cloud, Data 360 and Agentforce consumption lines modelled against realistic regulatory uplift.
Learn moreAgentforce, Einstein and enterprise AI — done properly for financial services
AI delivery that won’t get tripped up by your CISO, your Legal team or your board. Xenai’s AI practice covers diagnosis, strategy, governance and delivery — with the AI Trust & Safety foundation aligned to NIST AI RMF and ISO/IEC 42001.
AI Maturity Assessment
A board-ready diagnostic of your organisation's AI use, spend, risk and opportunity. Self-funding in most engagements.
Learn moreAI Strategy & Roadmap
A 12–24 month AI strategy your board can actually fund, with governance, capability and delivery phased in sensible chunks.
Learn moreAI Trust & Safety Foundation
End-to-end AI governance anchored to NIST AI RMF and ISO/IEC 42001 — built for regulated industries and audit scrutiny.
Learn moreAI Use-Case Delivery (Pilot)
One flagship AI use case, delivered from design to production pilot with measured outcomes. Built to scale if the numbers land.
Learn moreFractional AI Leadership (CAIO-as-a-Service)
A Chief AI Officer for 2–3 days a week — accountable for strategy, governance and delivery outcomes across your organisation.
Learn moreAI Adoption & Enablement Programme
Replace shadow-tool use with sanctioned, high-performing AI adoption. Change, enablement and measurement, not just rollout.
Learn moreFree tools financial services teams actually use
Three fast, practical diagnostics you can run yourself — no sales call required. Every one is built on the same frameworks Xenai uses in paid engagements.
Salesforce ROI Calculator
Model the financial case for a Salesforce investment in financial services — CAC, CLV and breach-liability levers in one view.
Open the toolAgentforce Readiness Assessment
Know in 5 minutes whether your Salesforce org is ready for Agentforce — and what needs to be true before you start.
Open the toolAI Maturity Assessment
A quick, board-useful read on where your organisation actually sits on AI maturity — no sales call required.
Open the toolWhat people Robin has worked with say
Real recommendations from Robin’s LinkedIn profile — no fabricated testimonials, no stock headshots.
“Rare strength in communicating across the C-Suite”
“Robin was one of the first startups that I invested in. He first came to me with a couple of clients and a vision of where social media was going. Robin's skills and background fit perfectly between marketing, technology and customer service. This giving their digital agency a rare strength in being able to communicate across the C-Suite. Robin is a great guy to work with, passionate about technology and is a great leader to his team.”
“Right up there with the very best of them”
“I have worked with a great many accomplished professionals in my years in the Salesforce ecosystem, and I would have to say that Robin sits right up there with the very best of them. He is smart, affable, inventive, and creative. Honestly, whenever I have the opportunity to spend time with Robin and discuss all things, technology, business, and life, I grab that opportunity with both hands. I cannot recommend Robin highly enough to any organisation who wants to excel in the area of business technology.”
Xenai Digital also works with
And in every major APAC market
Salesforce & AI for financial services — FAQ
Straight answers to the questions financial services leaders actually ask before scoping an engagement.
- Can Agentforce be deployed in an APRA-regulated bank or insurer?
- Yes, but use-case selection and controls matter. Xenai works backwards from CPS 230 operational-risk and CPS 234 information-security expectations, defines risk tier per use case, and designs human-in-the-loop and logging controls before any production deployment.
- Do you support CDR (Consumer Data Right) implementation on Salesforce?
- Yes. We work with banks and energy retailers on the data model, consent management, and surface-level CX patterns that make CDR workable on Salesforce — both as a data holder and as an accredited data recipient.
- How does MAS FEAT apply to an Agentforce or agentic-AI project?
- MAS FEAT (Fairness, Ethics, Accountability, Transparency) maps into concrete engineering controls: bias testing, explainability documentation, owner accountability and audit trail. Xenai bakes these into the delivery gate rather than retrofitting them.
- Is this relevant to super funds and wealth managers, not just banks?
- Yes. Wealth managers and super funds have their own regulatory regimes (RSE licensee obligations, SPS 515, CPS 230) and distinct member-engagement challenges. Engagements are tailored accordingly.
Last updated: 21 April 2026
Bring a real financial services problem. We’ll come back with a scoped plan.
Tell us about your organisation, the outcome you’re chasing, and where you’re stuck. Xenai Digital will come back with a short, written, scoped proposal — no high-pressure discovery call required.
Services are delivered by Xenai Digital. Robin Leonard operates as Partner at Xenai Digital.