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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. 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.


Bendigo and Adelaide Bank

Deployed 25 customer-focused enterprise applications in 18 months.


UnionBank of the Philippines

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



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

Related resources.


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

Analyst Report

Chartis Vendor Analysis: Appian

Case Study

CME unified the experience for capital markets clients, resulting in more personalized offers.

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See how the world’s fastest-growing organizations use Appian for process automation.