Transform the customer experience with more streamlined, seamless transactions.
After onboarding an institutional client, you need to ensure that their service requests are addressed quickly and accurately. As client needs evolve, it is important to stay agile, and relying on rigid spreadsheets and emails puts new streams of revenue and new client relationships at risk.
Connected Servicing, the second in the Appian suite of Customer Lifecycle Management solutions, enables you to fast-track service requests for recently onboarded institutional clients. Built on the Appian Low-Code Automation Platform, Connected Servicing offers all of the adaptability, extensibility, and speed-to-market enjoyed by leading financial services organizations across the globe, and it can quickly be configured to your unique needs and process requirements.
End-to-End Service Request Orchestration
View status and address current and upcoming servicing requests.
Trend Tracking and Reporting
View trends on service requests such as average time to completion.
Secured Self-Service Portal
Enable end-user customers to create service requests, upload documents, and review the status of open items.