Automate Institutional Customer Lifecycle Management with Appian

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Increasing regulations and internal inefficiencies pose significant challenges for financial institutions striving to provide consistent and seamless experiences throughout the customer lifecycle. To deliver the experiences customers expect, relationship managers need clear visibility into the overall process orchestration with automated workflows that provide real-time, transparent views throughout the process.

Appian’s low-code automation platform enables financial institutions to break down operational processing silos and better serve customers. Watch this informational webinar on Appian’s Customer Lifecycle Management Solution, and learn how it provides:

  • Integration with legacy systems and industry-standard utilities that fit your unique workflows and environment
  • A single source of truth for all interactions, across the organization through unified customer records
  • A simplified way to handle requests across channels, products and stakeholders