NAVON

Industries · Financial Services

Financial services operations, coordinated.

Approval chains, document management, compliance routing, and an audit trail on every action.

One deal touches five systems and four reviewers before it gets booked.

Salesforce or HubSpot owns the relationship. SharePoint or iManage holds the documents. Outlook holds the decisions, the models live in spreadsheets, and the GRC system gets updated after the fact. The tools are fine. The coordination between them is where deals stall and audit weeks become audit months.

The operating model

Every record enters once. The layer does the walking.

Today each of these systems is wired to the others by a person: re-keying, forwarding, chasing. Navon sits underneath as one coordination layer. A KYC packet, an approval, or a compliance flag enters once, routes itself, and lands in the system that owns it, with the hand-offs logged.

Your systems stay. The re-keying goes.

CRMDocumentsEmailComplianceSpreadsheets
Coordination layer
KYC-2210 · New accountFiled to client record
DEAL-1408 · Term sheetTerms extracted
APP-77 · Credit approvalSign-offs logged
Every hand-off logged

How the money moves

The deal lifecycle.

Request to booking. Five stages that today sit in five systems, owned by five people, updated by hand.

With Navon, one record carries the deal end to end. This is where we start.

Advisory-led

What an engagement deploys in financial services.

An operational audit first. Then a scoped mix built for how your operation actually runs: routed intake, automations, and managed AI agents, each inside an approval path.

  • Intake from email and portal uploads; relationship managers install nothing
  • A scoped mix of automations, routed intake, and managed agents, each with a named owner
  • Salesforce, SharePoint, iManage, and your GRC system stay the systems of record

Advisory engagements are live across financial services operations today. The platform extends here by design.

Deal record · Granite Ridge facility
KYC-2210 · New account
Checklist run, documents filed
Complete
APP-77 · Credit approval
Analyst, risk, exec in order
At risk review
FLAG-31 · Threshold hit
Escalated with context attached
Cleared
Audit trail · Q2
Every action logged as it happens
Export ready
Every hand-off logged · Salesforce + your GRC system stay synced
Where automation lands

Six workflows we automate first.

Identified by relationship managers, compliance officers, and ops teams running the work today. Each one replaces something a person is doing manually. We build them as discrete engagements, in priority order. Pick one to see it as it runs.

KYC document intake

Onboarding documents come in via email and portal uploads. Navon classifies them, runs them against the KYC checklist, and opens the client record with everything filed.

ReplacesManual collection across three inboxes

KYC intake queue
KYC-2214 · New account
Checklist run, docs filed
Complete
KYC-2216 · Entity account
Formation docs filed
Record opened
KYC-2217 · Missing ID
Requester contacted
Awaiting docs
Where Navon fits

Advisory leads. Automations do the work. The platform hosts it.

For financial services specifically, here is what each practice line looks like.

Advisory

We start inside the deal flow.

Time with relationship managers, compliance officers, and ops. Walk-throughs of the deal pipeline, the approval chain, and the audit gap. Written findings, phased plan, operator sign-off before anything gets built.

AI automations & agents

Intake, routing, audit.

KYC document intake from email and portal uploads. Approval routing by deal size and risk grade. Compliance flag escalation. Audit trail consolidation across CRM, ledger, and document repo. Where the work justifies it, managed agents carry a flow end to end, always inside an approval path with a named owner.

Platform

The layer it grows into.

As the automations compound, the platform consolidates them into one governed layer: deals, KYC packets, approvals, compliance flags, and audit trails in one place with structured ownership, and Nova, the operations assistant, working inside it. It is live in construction operations today and architected to extend here. Runs in your cloud, your VPC, or fully local. Your existing systems stay.

See where this lands inside your operation.

A financial-services-specific intake. Five minutes, straight answer.

Start qualification
FAQ

Financial-services-specific questions.

The operational questions financial services buyers ask before the first call.

Can the platform handle our compliance and audit requirements?

Audit trails are core to how the platform records every action. Each approval, document, and decision lives against the deal or account record with timestamps and actors. We work with your compliance team in the audit phase to map the trail to the requirements you operate under.

Does Navon replace our GRC or risk management system?

No. Navon sits alongside your GRC and risk systems, not as a replacement. The platform pulls from and writes to whatever you run today. The automations remove the coordination work between your CRM, document repo, email, and compliance system that those tools were never designed to handle.

Where do you fit if we already use Salesforce Financial Services Cloud?

Salesforce stays as the system of record for client and deal relationships. The platform handles the approval chains, document handoffs, and compliance routing that live in email and spreadsheets today, then writes the structured outcome back to Salesforce. Nothing about your CRM gets replaced.

What about data residency and hosting?

Hosting region and data residency are part of the deployment scope on every engagement. Specific arrangements depend on your regulatory environment and we work them out in advisory before anything ships.

What does the first engagement usually look like?

An operational audit. We spend time with relationship managers, compliance, and ops. Walk through the deal flow, the approval chains, the audit gap. At the end you get written findings and a phased plan for what to automate first. Usually two to three weeks.

Where does our data live?

Wherever it has to. Salesforce, HubSpot, SharePoint, iManage, and your GRC system stay the systems of record where they are today. The Navon layer runs in your cloud, in your VPC, or fully local, depending on your requirements, and that is decided during the evaluation, not retrofitted later.

Ready to see this inside your operation?

Start with a conversation. We walk through how your operation runs today and where the gaps are worth fixing first.

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