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Connected Onboarding and Servicing

Transform the customer journey.

Optimize customer experiences with seamless onboarding and streamlined transactions.

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.


Allan Gray

See how Appian helped reduce internal errors by 70%.


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.


Learn how Appian helps financial institutions accelerate their onboarding processes.


Watch BAI discuss how they transformed institutional onboarding.

Ready to talk?

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