Transform the customer journey, from seamless onboarding to streamlined transactions.
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.
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.
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
See how the world’s fastest-growing organizations use Appian for process automation.