Connected all data and processes into a unified, natively-mobile application. Their new underwriting application went live in just 4 weeks.
Built a centralized and structured multi-party process to set up, monitor and process claims in an Agile E2E environment.
Client Onboarding Coordination
Bordereau / Data-intake Management
Comprehensive view of clients
Enable personalized views for cross- and up-sell.
Increase productivity and efficiency
Improved oversight of tasks and progress, accountability for decision making, and staff effectiveness.
Implement holistic compliance by incorporating new regulations and data sources into onboarding processes.
Automate and reduce documentation
Automate key processes, eliminate repapering to reduce costs, and be more flexible to changing onboarding needs.
Comprehensive overview of tasks
A comprehensive overview for easily managing and planning activities and tasks for internal and external audit projects.
Management of follow-up tasks, risks and issues both internally and externally.
Real-time reporting for improved stakeholder visibility.
A centralized repository for documents that cover risks, objectives, and performance.
Orchestrate end to end process
Provide visibility across customer, employee and contract records.
Increase data quality and control
Use automatic rules specific to contracts and agreements.
Improve communication and efficiency
Implement IDP, RPA and AI technology for faster data intake.
Easily adapt to new requirements, changes in format, and rules which need to be correctly handled and controlled.
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Appian is the unified platform for change. We accelerate customers’ businesses by discovering, designing, and automating their most important processes. The Appian Low-Code Platform combines the key capabilities needed to get work done faster, Process Mining + Workflow + Automation, in a unified low-code platform. Appian is open, enterprise-grade, and trusted by industry leaders.