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Demo: Connected Onboarding Solution

For financial services institutions (FSIs), a seamless digital onboarding experience is crucial to delivering exceptional customer service and accelerating time to value. However, most FSIs are limited by onboarding processes that are slow, inflexible, disconnected, and manual—all leading to frustrated customers.

Watch this demo to learn how Appian Connected Onboarding helps FSIs unify their people, processes, and data in a prebuilt, easy to configure and deploy solution for better client lifecycle management.