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Customer Lifecycle Management: Achieving a 360-Degree View of Customer Experiences

Today’s financial institutions are facing pressure to boost consumer confidence while still managing complex workflows and adhering to stringent regulations. According to Appian partner RSM US LLP, ​an audit, tax and consulting firm focused on the middle market,  48% of organizations say enhancing customer experiences is the most important goal of their growth strategy. 

Listen to experts Matt Kramer, Director of Risk Consulting at RSM US LLP, and Doug Shum, Director of Financial Services Solutions at Appian, to learn how decision makers like you are using process automation to meet these challenges. 

You will learn: 

  • A guided approach to delivering a modern customer experience through automation.
  • How to use data fabric to pull data into one source of truth while completing CLM tasks.
  • Insight into how firm-wide adoption of process automation can streamline operations.

Watch the recording now