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Customer Lifecycle Management

Streamline client relationships

Build exceptional customer relationships and operational resilience through frictionless onboarding, compliance, and servicing.

Global innovators trust Appian

Top benefits

Adapt each solution to your unique needs.

Get the flexibility you need to deploy quickly and adapt to market and regulatory changes.

Automate KYC investigations.

Streamline KYC investigations with data fabric and AI process automation.

Secure, self-service client site.

Enable end users to create service requests, upload documents, and review the status of open items.

Gain onboarding efficiency.

Unify client data across operational silos for a more efficient onboarding experience.

Speed up time to revenue and put customer service at the forefront

Customer story

...to be Australia’s leading customer connected bank, we must respond quickly to the changing needs of our customers. Appian allows business processes to be simplified and implemented quickly using agile approaches.

Andrew Watts
Executive Customer Service Improvement
Bendigo & Adelaide Bank

 

 

Trusted by top financial institutions

Video

Bendigo and Adelaide Bank

Deployed 25 customer-focused enterprise applications in 18 months.

Article

UnionBank of the Philippines

Improved customer experience that makes interactions 5x faster compared to traditional banking methods.

Video

NatWest

NatWest’s Steve Marjot shares the company’s digital transformation story.

Chartis Names Appian a CLM Category Leader for 2025

Chartis has again recognized Appian as a Category Leader in its 2025 Client Lifecycle Management Solutions for both the Wealth Management and Corporate & Investment Banking quadrants. In addition, Appian has been named to the 2025 Chartis FCC50 ranking for the second year in a row, winning the category of solution-agnostic platform. Chartis also named Appian to its RiskTech AI 50 list for the second consecutive year, recognizing leading vendors in AI and machine learning in the financial services risk and compliance sector. 

 

Related resources

Webinar

Customer Lifecycle Management: Achieving a 360-Degree View of Customer Experiences

Analyst Report

Celent x Appian: IT Pressures & Priorities in Risk and Compliance

Analyst Report

Chartis Vendor Analysis: Appian

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