Financial services workflows are long, regulated, and unforgiving. A diligence call ten weeks ago is the deciding signal on a credit decision today. A compliance interpretation made in one team needs to bind every team. Heidi makes the institutional memory continuous, the decisions sourced, and the workflows auditable end to end.
Every deal requires reconstructing context from twelve sources. The associate work that takes ten weeks isn't analysis, it's archaeology.
A misread sanction list, an outdated KYC, a Reg BI gap, each one happens in the seam between systems. The audit reconstruction that follows is months long.
Your best people don't scale by hiring. They scale when the institution remembers what they remember.
Every diligence call, every memo, every legal redline, captured into Enterprise Cortex, ACL-aware, source-linked. Associates spend their time on judgment, not assembly.
Sanctions checks, KYC refresh, Reg BI gates, Suitability, wired into the deal workflow as automatic steps with mandatory human approvals. Audit trails are the byproduct, not the project.
When a senior person leaves, their pattern recognition stays. Heidi remembers how they framed deals, what they flagged, where they pushed back. The next associate inherits the playbook, not just the desk.
A campaign click in HubSpot becomes a routed lead in Salesforce, a deal note from Gong, an onboarding plan in Microsoft 365, an expansion signal back in ServiceNow. Heidi keeps every step linked to every account.
See the workflow →Heidi captures every meeting that should be captured, extracts decisions and commitments, drafts the memo for the audiences who need it, and stores the outcome in Enterprise Cortex, searchable, sourced, ACL-aware.
See the workflow →A ServiceNow ticket links to the Jira bug, the GitHub PR, the eval that validates the fix, the release note in Confluence, and the customer reply back through ServiceNow, drafted, sourced, and ready for your review.
See the workflow →Heidi reads progress across Jira, Salesforce, Databricks, and Slack against your OKRs. When something drifts, owners are nudged with context. Quarterly retros are drafted with patterns, not opinion.
See the workflow →Bring the version of this we'd run for you. We'll set Heidi up against a sandbox of your data and walk through your most important workflow inside the call.