Founded in 1999, Netwealth is one of the fastest growing wealth management businesses in Australia. The company is rated No.1 by customers for providing exceptional service*, and analysts continually rate Netwealth technology as best-in-class. Netwealth sought a case management solution that could optimise efficiency, scalability, and integration for the large percentage of its workforce that is dedicated to technology and administration-related roles.

"Our primary goal for the new case management system was to elevate the quality of service delivered to clients. We chose Appian for a number of reasons," said Bernard. "Appian’s highly-scalable cloud architecture aligns with our long-term technology strategy, and Appian's architecture made the system easy to integrate with our other IT systems such as Microsoft SharePoint, PowerBI, and Zendesk.”

Since transitioning to the Appian Platform, Netwealth has evolved from a single workflow type to more than 30 workflows tailored to the specific needs of individual Netwealth administration teams. This, in turn, has helped them make more informed decisions and reduce the number of internal queries.

To support the rollout, Netwealth also utilised the "Appian Accelerate" service to transfer knowledge of the Appian Platform to its IT development team. This empowered Netwealth to continue enhancing Netflow independently, resulting in greater control and flexibility in system enhancements, and the ability to create new applications.

“Our Appian Accelerate consultants were fantastic. Rather than just giving answers to questions, they would instead provide the high-level steps needed for the team to self-serve and find answers themselves. As a result, all of our Netwealth developers achieved Appian Associate Developer accreditation and are working towards Senior Developer status,” said Bernard.