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.
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.