Customer experience that meets the compliance bar.

GOVERNED CLAUDE AGENTS & COPILOTS

Copilots and agents for servicing, marketing ops, and document review: approval gates, credential isolation, non-destructive scopes. See Claude Copilots.

MARTECH COMPLIANCE & ATTRIBUTION

Marketing operations on Marketo with clean handoffs to Salesforce: consent-aware programs, lead lifecycle, sync health, attribution.

CUSTOMER JOURNEY ANALYTICS

One view of the customer across branch, call center, app, and web on Adobe CJA.

CLAUDE READINESS ASSESSMENT, FROM $15,000

4–6 weeks: executive alignment, prioritized AI use cases with ROI, a governance model for risk and compliance review, and a 90-day plan.

MARKETO ↔ SALESFORCE SYNC HEALTH CHECK

A fixed-scope audit of sync errors, lead lifecycle gaps, and attribution breaks with a prioritized remediation plan. Part of the FrontRow methodology.

Yes, when they run inside an explicit governance model. NextRow, an Anthropic Claude Certified Partner, deploys Claude agents and copilots with approval gates before consequential actions, non-destructive operating scopes, credential isolation, and system allowlists, and documents that model for risk and compliance review before anything touches production.

NextRow publishes results anonymized by policy, and its deepest documented outcomes come from adjacent regulated industries, such as a 70% reduction in Medical-Legal-Regulatory review cost and time with QuipMLR. The compliance disciplines transfer directly: gated review, auditable AI actions, and human sign-off.

It is a fixed-scope assessment of the integration most financial services marketing teams depend on: Marketo synced to Salesforce. NextRow audits sync errors, lead lifecycle gaps, and attribution breaks, and delivers a prioritized remediation plan. For marketing operations teams it is the fastest first step.

Because customer journeys cross channels that legacy web analytics cannot join: branch, call center, app, web, and agent interactions. Adobe Customer Journey Analytics stitches those into one queryable view, and NextRow implements it as an Adobe Gold Solution Partner so compliant data handling is designed in from day one.

Concrete, testable ones. On Marketo, for example, a governed Claude copilot works through Adobe's hosted MCP server (100+ operations, write-capable but non-destructive, restricted by a Munchkin-ID allowlist) with human approval gates on anything customer-facing. The same pattern applies across Salesforce and Adobe deployments.

Yes. NextRow delivers from four markets, and its Markham, Ontario center offers data-residency options for Canadian financial institutions. Delivery-center access controls and confidentiality frameworks are documented on the Security and Trust page for procurement review.