How Invent.us powers an AI-native wealth management workflow platform with Temporal

“Wealth Management Workflows significantly accelerated custodian Workflow scenarios and integrations while ensuring bulletproof reliability. Its crash-proof execution, simple error handling, extensive observability, and dynamic work-pooling made the backbone of our work extremely valuable.” —Advait Kulkarni, SVP/CTO, SEIA

Invent is an intelligent platform purpose-built for the wealth management, insurance, and banking industry, bringing together a harmonized, multi-source Data Vault 2.0 lakehouse, an agentic AI framework, and an AI-native workflow management tool into a single ecosystem. Financial services firms, broker-dealers, RIA aggregators, and custodians use it to modernize their tech stacks. The company was named a Representative Vendor in the Gartner® Innovation Insight 2026 for AI-Powered Intelligent Applications.

But building a platform for an industry defined by long-running, approval-heavy processes meant solving a hard orchestration problem first. Here’s how Invent did it, and why Temporal became the spine of everything they built.

The challenge: workflows that behave like long-running projects

Wealth management is a workflow-heavy industry, and not in a tidy, automatable way. A single account opening can stretch across days, sometimes weeks: pulling data from CRMs, chasing documents from clients, routing through custodians, and waiting on approvals from one or more advisors.

Actual workflows hit dozens of NIGO (“Not In Good Order”) failure modes (incomplete forms, mismatched IDs, wrong jurisdictions) that demand pause, branch, and resume rather than fail-and-restart. The runtime underneath must wait durably for hours, days, or longer for an advisor or client to act, without losing in-flight context. Most systems aren’t built for that kind of patience.

There’s a deeper structural challenge underneath the technical one. The people who actually understand how a wealth-management process should run aren’t engineers; they’re back-office leads, ops managers, and advisor-support staff. Every workflow built through an engineering intermediary carries the cost of round-trips: emails, clarifying calls, revised diagrams, sprints of translation between domain knowledge and code.

Invent’s first account-opening template took weeks to ship for exactly that reason: not because the engineering was hard, but because the engineers had to learn how that specific firm opens an account with that specific custodian.

What came before: evaluating workflow engines

Invent evaluated multiple workflow products, including popular ones like n8n. As a product, n8n was capable, but the problem surfaced quickly, and it was categorical, not feature-by-feature.

In Invent’s evaluation, every workflow change required a manual export/import cycle that sat outside the diff, code-review, and CI loop their engineers relied on. A change to an account-opening flow couldn’t be reviewed alongside the .NET service it called, tested in a PR, or rolled back through git. For a product team shipping into broker-dealer environments, that wasn’t a workflow runtime so much as a configuration UI on top of a runtime someone else owned. At Invent’s projected volumes, the cost model didn’t pencil out either.

What Invent needed was the opposite: a workflow runtime that lived inside the engineering pipeline, in the codebase, the .NET stack, git history, CI, and the type system, reachable by the AI coding tools the team already used. Temporal was the perfect fit.

“Every alternative I evaluated expected our product to conform to it: its designer, its workflow definition language, its way of doing things. We needed the opposite: a Durable Execution core that conforms to ours. Temporal was exactly that, plain C# in our existing codebase, simple deployment, and event-sourced auditability.” — Igor Derbyshev, Software Architect, Invent

The solution: Temporal as the flow engine

Invent’s architecture cleanly separates concerns. The platform layer owns workflow template management, the catalog, access control, and process initiation. The Flow Engine, built on Temporal, owns Durable Execution. Each step of an Invent workflow runs as its own Temporal Workflow. Calls out to a custodian, CRM, or the data lake run as Activities, and every human pause (an advisor approval, a document upload, a client confirmation in the portal) is a Signal that resumes the flow when the person acts.

On top of that durable substrate, Invent layers its product: an AI workflow-template generation and editing assistant for designers, and an AI execution agent that helps users move through templates, finding and filling information, calling tools, and asking the human only when judgment is required. AI assistance is the user-facing experience; Temporal is the spine that keeps each workflow instance alive, recoverable, and auditable.

“Our bet: the people who understand a wealth-management process should be able to easily design it themselves, without an implementer in the middle.” — Nick Yankovsky, Technical Product Lead, Invent

That’s Invent’s product thesis in one line: the platform doesn’t stand between the people who understand a process and the people who run it. Invent helps at the start: it sets up the templates, wires up integrations, and trains the AI assistant. It stands alongside while the firm gets comfortable. Then it steps out, and the firm keeps going on its own.

That model only works if the runtime underneath is bulletproof. Workflows authored by knowledge workers, often with AI help, edited live, running for weeks across NIGO loops and approvals, have to be as reliable as anything an engineer would have shipped. Temporal is what lets Invent hit that bar.

“The day Temporal landed, I deleted hundreds of lines of state-machine code, retry tables, and recovery handlers I’d been carrying around for years. The .NET SDK is just regular code: await ExecuteActivityAsync for I/O, await Workflow.WaitConditionAsync for human Signals, and it’s durable by default. Things that used to mean fifty lines of plumbing and a database schema are now five lines.” — Eugene Romanovsky, Senior Engineer, Invent

The results

Metric	Result
Authoring velocity for new workflow templates	Weeks → hours
End-to-end paperless account opening on the happy path	Days → minutes
From kickoff to prototype, prototype to production	2 days / 2 weeks
Workflow templates authored on the platform	500+

Production firms include SEIA, Integrated Partners, Independent Financial Group, and Nations Financial Group, with thousands of advisors transacting through the platform every day.

“The first time the Web UI paid for itself was a NIGO case where a custodian was rejecting an account because of a jurisdiction mismatch buried three steps back. With our old stack that was a half-day of log spelunking. In Temporal I pulled up the Workflow ID, saw the exact failed Activity, the input payload, and the retry history on one screen, and had a fix out in under an hour.” — Dmitry Gunzin, Engineering Lead, Invent

Benefits the team didn’t fully expect

• Temporal as a production debugging tool. Engineers and on-call staff can pull up a Workflow execution by ID and see exactly which step failed, why, and what payload was passed, without instrumenting separate dashboards.
• NIGO cases are observable for the first time. The same execution view turned NIGO debugging from forensic guesswork into a routine workflow.
• Velocity compounds across the team. Combined with .NET SDK ergonomics, new action types ship in days, not sprints, and engineers spend their time on the AI authoring and execution experience rather than orchestration plumbing.

What’s next

Invent.us onboards firms representing thousands of advisors per quarter. As that customer base grows, the Invent Workflows Tool grows with it: every new firm brings another set of templates, another set of running workflows, another order of magnitude of NIGO loops to keep alive. Temporal is what makes that growth a scaling problem rather than a re-architecture problem.

Invent runs Temporal self-hosted today, but the long-term direction is Temporal Cloud. As the platform scales, a fully managed operational model lets the engineering team focus on Workflow development and business functionality rather than running infrastructure.

In parallel, Invent.us is expanding its catalog of pre-built actions: Activities and templates for the standard tools wealth-management firms already live in, like Salesforce, Orion, Docupace, and more. Every new integration is another building block knowledge workers can compose into AI-assisted workflows, without engineering tickets.

“For Invent, Temporal isn’t a feature of the platform; it’s the spine that makes the platform’s promise possible: that the people who understand a process can build, run, and observe it themselves.” — Oleg Tishkevich, CEO, Invent