Customer On-Boarding

How can you drive superior revenue growth with superior customer experience?

Customer expectations are changing rapidly as technology enables real time commerce and financial activity. With Appian, you can take a new customer-centric approach to on-boarding that spans information capture, identification, verification and fulfillment for multiple products and transactions. Track and speed movement of new account opening  and manage relationships through the life of the customer.

Contact Appian to learn more about customer on-boarding capabilities in global capital markets and banking:

  • Gain competitive advantage by tailoring your on-boarding for key customer segments.
  • Comply with new and changing government regulations like AML, FATCA and KYC
  • Improve customer experience with an intuitive user interface and native mobile capabilities
  • View customer activity across investment products, lines of credit, deposits, and more with consolidated records