Surrenda-link Investment Management is a specialist asset manager advising on, or managing, assets worth over £1 billion/ US $1.9 billion (31/12/2007). Specifically, Surrenda-link designs, builds and manages funds for institutional investors based on traded life insurance policies - US Life Settlements and UK Traded Endowment Policies. Surrenda-link funds are low-correlation and low-risk, whilst offering attractive returns.
Business Problem
The Surrenda-link marketplace is constantly evolving, with ever increasing investment from Surrenda-link's clients. In response, the company determined that process automation would yield significant benefits in productivity, the quality of client services delivered, and the company's ability to scale as the business grows. Surrenda-link, however, did not want to lose its flexibility in responding to changing client needs.
Appian BPM Solution
Appian Anywhere, the only full-featured BPM Suite delivered as a service, offered Surrenda-link a fast path to gaining both automation and increased flexibility in its Policy Purchase process. Appian's SaaS BPM gives Surrenda-link the total control required to manage their business processes, without the overhead of maintaining their own IT infrastructure.
