FINANCIAL SERVICES

Financial operations don't live in one system. Henswick connects the handoffs.

Connect client intake, reviews, documents, approvals and servicing systems so approved work moves without repeated re-entry.

Discuss your workflow

Review completed — account records synchronized

Henswick — Financial Services Workflow Synced

Received 4m ago client-intake

New client intake received for Harlow & Reed — onboarding case opened for review

intake:read case:write review:queued

Submitted 19m ago documents

Identity documents submitted on case FS-3071 — document status updated to received

docs:read case:write status-updated reviewer-notified

Completed 37m ago case-workflow

Review completed on FS-3058 by the operations reviewer — case advanced to update

review:read case:write account:queued

Updated 1h ago account-system

Account record updated for FS-3049 after the approved address change

Approved 2h ago servicing

Service request approved by the servicing team — downstream records synchronized

Updated automatically as operational events move

Automations Workflow actions that run on their own

Approved Onboarding Sync v2.4 · 3d ago Active

Configure Remove

Creates or updates the account record once onboarding is approved.

review preserved audit trail

Review Completion Advance v1.8 · 1w ago Active

Configure Remove

Advances the case when the reviewer marks a review complete.

reviewer sign-off case history

Document Status Update v2.1 · 5d ago Active

Configure Remove

Updates document status when a client document is received.

status tracking follow-up flags

Service Request Sync New Available

Enable

Syncs downstream systems once a service request is approved.

Account Change Notice Coming soon Preview

Request access

Notifies operations when an account record changes.

more automations

Henswick is tracking 44 open items across 5 operations queues. Live

Open cases

Awaiting documents

Case throughput

Week Month Quarter Year

126 cases closed this month · trending up

Operations queue

New onboarding 9 ready

Document review 12 in review

Account maintenance 7 waiting

Service requests 14 approvals recorded

Exception follow-up 2 exceptions

Completed this week 31 closed

Auto-sync

Keeps every connected system aligned without a manual refresh.

CRM / Client Intake

last sync: 2 minutes ago

28 rules in workflow-config 5 exceptions routed

Case / Workflow System

last sync: 14 minutes ago

3 reviews pending

Document Management

last sync: 1 hour ago

document packages queued

Core / Account System

never synced

not connected yet

more systems

Review Scans

Scans the case system for completed reviews and approvals.

Running

Reporting Sync

Posts synchronized case status to operations reporting.

Running

THE PROBLEM

One approved change has to land in five controlled records.

A client account update is reviewed and approved once. The client profile, case record, account record, operations report and documents all have to reflect it — and each is usually updated by hand, at a different time.

ONE APPROVED CHANGE · CR-2291

Client account update — registered address and contact details

REQUESTED 09:58

VERIFIED 10:12

REVIEWED 10:37

APPROVED 10:42

APPROVED OPERATIONS REVIEW · 10:42

RECORD REGISTER · 5 CONTROLLED RECORDS Where each record stood at 13:00 the same day

RECORD HELD IN WHAT IT SHOWS LAST WRITTEN

APPROVED 10:42

Client profile CRM New address · version 7 10:44

In step

Case record case system Approved · ready to close 10:42

In step

Account record account system Old address · version 6 Tue 16:20

18 h behind

Operations report reporting Status: pending review 08:00 batch

2 h 42 behind

Documents document system Signed change form not filed —

Not filed

The change was approved once. Three of the five records that have to reflect it still say something else — and nothing in the stack shows that they disagree.

HOW IT WORKS

The decision stays with your reviewers. Henswick carries everything around it.

Henswick captures the event, checks the required information is present, routes it for review and waits. Once the decision is recorded in your existing workflow, it updates every required record and confirms they agree.

CONTROLLED TRAIL · CR-2291 One event, six checkpoints, in order

HENSWICK RUNS THESE STEPS

YOUR REVIEWERS AND EXISTING SYSTEMS DECIDE

01 HENSWICK

CAPTURE

The request or event enters once, with its source

02 HENSWICK

VERIFY

Required information and documents are checked for completeness

HELD

Henswick waits here. Nothing is written until the decision is recorded.

↓ Routed for review Decision recorded ↑

Review and approval happen in the workflow you already use. Henswick does not make the decision.

03 REVIEWER

REVIEW

Your reviewer examines the case in the existing workflow

04 REVIEWER

APPROVE

The decision is made by your team or system of record

The decision, the reviewer and the time are recorded once, and travel with the update.

05 HENSWICK

UPDATE

Approved details are written to each required record

06 HENSWICK

CONFIRM

Records are checked against each other and operations is notified

IN STEP AFTER CONFIRM Client profile Case record Account record Operations report Documents

One event. Six checkpoints. Review and approval stay exactly where they already happen.

OPERATIONAL FRICTION

The work that fills the gap between the approval and the records

Client onboarding Re-keyed by hand

Document follow-up Chased by email

Account maintenance One record at a time

Review handoffs Status left on pending

WITHOUT HENSWICK

Change approved ⤍ Email operations ⤍ Update the profile ⤍ Re-key the account ⤍ Tell reporting

WITH HENSWICK

Change approved → Records updated → Operations confirmed

A REAL SCENARIO

A client account change is approved. Henswick carries the update across the operating stack.

Scenario · Account Change Approved Live

CHANGE CR-2291

UPDATE address + contact

RECORDS 5 in step

1 Change request received and logged against the case Logged

2 Required information and documents verified Verified

3 Approval by your reviewer recorded on the case Recorded

4 Client profile and account record updated Updated

5 Documents and downstream systems synchronized Synced

6 Confirmation sent to the operations team Sent

THE ENVIRONMENT

Every financial stack is different. The operational handoffs are familiar.

Henswick doesn't replace your CRM, case system, document management or core platform. It sits underneath them, so an approved change reaches every record without being re-entered on the way.

HENSWICK — ORCHESTRATION LAYER Every system below sits on it

WITH THE CLIENT

CRM / Client Intake

Where clients and requests first arrive

intake · requests

Client Portal / Communications

Where clients submit, sign and are kept informed

submissions · notices

IN REVIEW

Case / Workflow Management

Where work is routed, reviewed and decided

cases · reviews

Document Management

Where forms, evidence and packages are held

documents · packages

ON RECORD

Core / Account Systems

Where accounts and servicing records live

accounts · servicing

Reporting / Operations

Where status and volumes are tracked

status · volumes

Swap any system in this picture for the one you actually run. The operational handoffs between them stay the same.

Still coordinating client and account operations across email, documents and disconnected systems?

Discuss your workflow

The workflow layer around the systems you already run.