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Customer Lifecycle Management:

How to Achieve a 360-Degree view of Customer Experiences.

Doug Shum, Director, Financial Services Solutions, Appian
Aidan Reilly, Manager, Product Management, Appian


Financial institutions are faced with pressure to increase digitalization, manage complex workflows, and adhere to stringent regulations. Learn how organizations have met these challenges, turning to process automation to develop CLM frameworks to achieve a holistic and centralized view of their customers as they move from KYC and onboarding to offboarding.