Global innovators trust Appian
Top benefits
Process configuration
Customize onboarding workflows to easily adapt to changing customer requirements.
Connected experience
Create engaging user experiences for internal and external users across web and mobile devices.
Intelligent automation
Leverage AI process automation to automate human and systems tasks.
Secure, self-service client site
Manage client requests and enable users to create service requests and complete important tasks.
End-to-end process orchestration
Manage the complete customer journey with end-to-end process modeling and orchestration.
More benefits
Real-time process insights
Monitor statuses, identify bottlenecks, and accelerate process performance for greater customer satisfaction.
Adaptable to your business
Execute simple configurations with low-code to easily adapt to your business’s unique needs.
Configurable onboarding templates
Tailor individual templates to specific client scenarios for each onboarding process.
Complete audit history
Gain full visibility into service request management with a detailed audit history of client interactions.
Trusted by leading financial services organizations across the globe
Video
Allan Gray
See how Appian helped reduce internal errors by 70%.
Article
State Street Global Advisors
Learn how Appian helped reduce client onboarding time by 20%.
Related resources
Solution Brief
See how the Appian Connected Onboarding and Servicing solution improves customer satisfaction.
Video
Learn how Appian helps financial institutions accelerate their onboarding processes.
Video
Watch BAI discuss how they transformed institutional onboarding.
Ready to talk?
See how the world’s fastest-growing organizations use Appian for process automation.
