Connected Onboarding and Servicing

Transform the customer journey, from seamless onboarding to streamlined transactions.

Read the Chartis Report

Trusted by leading Financial Services institutions.

Watch the Video

In the financial services industry, competition to win and retain customers is fiercer than ever. But slow service and a complex onboarding process put institutional clients and revenue at risk. To stand out, you need a new generation of connected solutions that takes the risk out of onboarding and enables you to deliver a better customer experience.

Read the Brief

Connected, automated, easily customizable solutions.

Process Configuration

Enable business users to quickly configure and customize the onboarding process to meet customer requirements on the fly without having to rely on IT.

Connected Experience

Build and extend user interfaces and workflows on top of built-in data models and business rules. Gain agility with intuitive data collection processes and fast, easy integrations with data sources, including CRMs.

Intelligent Automation

Maximize workflow efficiency and unify people and technology with end-to-end process automation across AI, IDP, RPA and API integration. Connect people, systems, bots, AI, and business rules to meet your business goals faster.

Secure, Self-Service Client Site

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

Accelerate onboarding. Fast-track service requests. Stay compliant.

End-to-end process orchestration.

Powered by the Appian Platform, Connected Onboarding features business-friendly controls and templates with built-in intelligence for document management and integrations.

Trends with actionable process metrics.

Monitor customer onboarding status, identify delays, and make process improvements to accelerate time to funding.

Adaptable onboarding and servicing solutions.

Configure and modify Connected Onboarding for your organization’s unique use cases and scenarios.

Configurable onboarding templates.

Tailor onboarding templates to each unique client and situation.

View complete task history of all service request activity.

Get complete visibility into service request management. Front-end users have the ability to create, monitor, and edit client service requests throughout the customer lifecycle.

Customer Success Stories

State Street

Streamlined customer onboarding and accelerated time to revenue by 20%. Realized a 30% gain in operational efficiency and reduced losses by 50%.

Read the American Banker Article

Allan Gray

Transformed and simplified client transactions and KYC functionality with a lean delivery team, doubling outputs and reducing errors by 70%.

Learn More

Appian is a specialist in the provision of CLM capabilities to the commercial and investment banking market, and its built-for-purpose workflow, automation techniques and policy management tools were all considered by Chartis to be particular strengths. These factors are reflected in its Category Leader status in the Chartis CLM RiskTech Quadrant for investment banks and markets solutions."

– Phil Mackenzie, Research Principal at Chartis

Read the report