Tools we're building
for the FSC problem
Two AI-powered products in private beta — born from the same FSC implementation patterns we see repeated across every client engagement.
KYO
Know Your Org
KYO is a Salesforce metadata intelligence engine built specifically for Financial Services Cloud orgs. It connects to your Salesforce instance, scans your metadata, and produces the same FSC Org Health Scorecard our advisors generate manually — in minutes instead of days.
Currently in private beta with select banks. Early access partners get direct input into the roadmap.
Sample output
AutoMapper
AI-powered field mapping for Salesforce integrations
Salesforce integration projects spend 4–12 weeks on manual field mapping. AutoMapper ingests your source schema (JSON, CSV, XML), compares it against live Salesforce metadata, and generates intelligent field mappings with confidence scores — complete with DataWeave export templates.
Built with FSC in mind: AutoMapper understands the Financial Account, Financial Holdings, and ARC data models natively — not just standard Salesforce objects.
| Source | Salesforce Target | Confidence |
|---|---|---|
| ACCT_NUM | FinancialAccount.FinancialAccountNumber | 97% |
| CUST_FNAME | Account.FirstName | 99% |
| BAL_CURR | FinancialAccount.CurrentBalance | 94% |
| PROD_TYPE | FinancialAccount.FinancialAccountType | 88% |
| OPEN_DT | FinancialAccount.OpenDate | 91% |
Need FSC help now — not when the beta launches?
Both products are built from our advisory work. While the tools are in beta, our team does everything they'll automate — manually, with senior FSC expertise.
Book a Free FSC Call