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HomeCase StudyAutomating Financial Client Delivery & Change Requests

Automating Financial Client Delivery & Change Requests

$600M+

California, USA

Company Name

Company Revenue

$600M+

Headquarters

California, USA

Scaling Faster with Full Control

Book a Demo

Automating Financial Client Delivery & Change Requests

Company Revenue

$600M+

Headquarters

California, USA

Scaling Faster with Full Control

Book a Demo

Key impact delivered

3x

Faster Financial Close Processes

90%

Reduction in Tech Dependency

≤ 1 week

Onboarding Time

Book a Demo

Problem Statement

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A global financial SaaS platform that powers accounting and reconciliation for large enterprises faced growing friction as it scaled. The root issues stemmed from two recurring bottlenecks:

  1. Client Onboarding
  2. Each new client had unique compliance rules, reconciliation logic, and approval workflows that had to be hardcoded by engineers. There was no self-serve or configurable system for business or delivery teams to manage logic independently. As a result, onboarding timelines often stretched into months, especially when working with enterprise clients that required granular customizations for financial workflows.
  3. Monthly Change Requests (CRs)
  4. Once a client was live, frequent CRs would follow—such as tweaks in approval thresholds, exception rules, or compliance checks. However, since every rule update had to be routed through engineering, even small CRs took weeks to implement. This created a backlog of unshipped requests, leading to slower SLAs, frustrated clients, and loss of agility in managing financial operations.

Compounding the issue was the company’s dependency on IT for every logic or workflow iteration. Business teams had no way to preview, test, or deploy changes on their own. This bottleneck limited operational scale, delayed time-to-value for clients, and forced the company to choose between growing its dev team or slowing down delivery.

Solution

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To eliminate this dependency loop and increase delivery velocity, the company deployed Nected as an on-premises, white-labeled rules engine and workflow automation platform for internal teams.

Here’s how it transformed operations:

  1. On-Prem + White-Labeled Deployment:
    Nected was deployed within the company’s secure infrastructure and rebranded as an internal tool. This ensured full data control, enterprise-grade compliance, and smooth alignment with existing IT security protocols.
  1. Per-Project Logic Configuration:
    Instead of hardcoding business logic for each new client, delivery teams now use Nected’s visual rule editor to define, update, and manage custom logic. From reconciliation thresholds to multi-level approval paths, everything is configured using Decision Tables, Formulas, and Workflows—all without writing code.

    Each client instance is scoped using Nected’s per-project licensing, allowing isolated logic environments with dedicated rule sets for each enterprise customer.
  1. Self-Serve Change Request Handling:
    Business teams can now independently make CR-related updates using Nected’s no-code interface. Whether it’s updating a financial exception rule or changing a risk-check parameter, CRs are deployed within hours or days—not weeks.

    This has freed the engineering team from repetitive configuration work and enabled faster response times for high-value clients.
  1. Real-Time Testing & Publishing:
    With built-in versioning, preview modes, and test environments, delivery teams can safely experiment with logic before pushing to production. Each rule update includes audit trails and rollback options, ensuring both speed and safety for financial rule deployments.
  1. Future-Proof with Embedded Client Access:
    The company is now preparing to roll out Nected’s embed feature, allowing clients themselves to log in and manage certain business logic directly inside the product interface. This will further reduce delivery overhead, improve client autonomy, and allow for real-time customization.

Scaling Faster with Full Control

Nected has completely transformed how we manage client delivery and logic updates. What used to take weeks of engineering effort is now handled by our delivery teams in days—sometimes even hours. We’re able to support complex financial workflows, respond to client needs faster, and scale efficiently without adding headcount. It’s not just a tool—it’s a key part of how we deliver value today.

Anonymous

Head of Product

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FAQs

How Nected is better than other rule Engines & Workflow Automation platforms?

Nected stands out in the rule engine and workflow automation market primarily due to its superior API and workflow orchestration capabilities. It allows easy integration with various systems and services, making it highly efficient for processes involving multiple APIs. The platform also excels in handling complex workflows, offering a user-friendly interface that simplifies designing, automating, and optimising business processes. This makes it particularly attractive to teams seeking to streamline operations with minimal technical intervention.Another key advantage of Nected is its low-code/no-code approach, which makes it accessible to both technical and non-technical users. This aspect not only speeds up deployment but also reduces reliance on IT teams. Additionally, Nected ensures scalability and robust performance, adapting to growing business needs while maintaining efficiency and reliability. Its emphasis on security and compliance further cements its position as a reliable and versatile choice for businesses looking to enhance their automation strategies.

How quickly can I start using Nected (Learning Curve)

Nected's low-code/no-code (LCNC) environment is designed for both technical and non-technical users, ensuring a quick and easy learning curve. With an emphasis on rapid onboarding and intuitive design, users can start efficiently utilising its features, regardless of their technical background.

Is Nected scalable and performing for mission-critical flows?

Nected is designed for scalability and performance, supporting mission-critical workflows with robust architecture. It can handle increasing loads and complex processes efficiently. The platform typically offers high uptime and reliable response times, though specific metrics should be checked in its service level agreement (SLA).

Is Nected Secure? What kind of data does it store?

Nected prioritises security and typically adheres to industry-standard practices for data protection. The nature of data stored depends on your workflows but can include user data, transactional data, and operational data. Nected likely employs encryption, access controls, and regular security audits to protect this data. We are also in process of obtaining SOC2, ISO ?& GDPR compliance.

What do you mean by invocations? And how is it better than other products?

Invocations refer to the number of times your workflows/rule is triggered via API, cron or other trigger. It will count the parent rule/workflow and can have as many rules, nodes within it. This metric is often used for billing purposes. Compared to other products, invocations as a billing metric can be more cost-effective and transparent, aligning closely with your actual usage and needs. It ensures you pay for the value you receive, rather than flat rates or less relevant metrics.

What if I exceed my plan quota?

If you exceed, you'll be charged based on additional usage and will be added in your monthly charge. In case of payment failure after grace period, your plan will be reverted to free trial limiting your monthly execution and # of rules/flows as per free plan, however all your existing rules/workflow data would be kept intact.

What if I decide to cancel? Can I cancel anytime?

Firstly, we do not have a vendor lock-in, so you can cancel anytime you want. However, if you decide to cancel once your subscription for a given period has started then you would be able to cancel at the time of the next billing cycle only.

Can I upgrade my plan in between?

Yes, you can typically upgrade your Nected plan at any point during your billing cycle. The upgrade process is usually straightforward, often involving just a few clicks in your account settings. Upgrading mid-cycle may involve prorated charges for the higher-tier service.

Which plan should I go for?

The best plan depends on your specific needs, such as the expected number of invocations, the complexity of your workflows, and the level of support you require. It’s a good idea to start with a basic plan and upgrade as your needs evolve, especially if you're new to Nected. Moreover, you can also write to us at assist@nected.ai and we will help you figure out the best plan for your brand.

Would I be getting assistance in setting up Nected or building my POC?

Yes, Nected usually offers assistance in setting up and creating a Proof of Concept (POC), especially under certain plans. This assistance can include access to customer support, documentation, and possibly dedicated account management.

What level of support does the Startup and Growth plan have?

The Startup and Growth plans typically provide basic to enhanced support, including access to customer service through email or chat, a knowledge base, and possibly community forums. Response times and the extent of personalized assistance may vary between these plans.

What level of support does on-premise plan have?

The on-premise plan generally offers the most comprehensive support, including dedicated account managers, 24/7 support, and tailored assistance for deployment, maintenance, and troubleshooting. This plan is best suited for businesses with extensive, mission-critical use of Nected.