The Appian BPM Suite, winner of an FSO Knowledge Xchange 2011 Excellence Award, is widely used by Banking, Investment and Wealth Management firms to capitalize on new growth opportunities and overcome on-going industry challenges. BPM software enables fast and effective process improvement by creating an agile organization that can respond faster and with greater accuracy to customers, and while improving risk management capabilities.
Popular BPM solutions for financial services include:
- Customer/Asset On-Boarding: A firm's processes for customer and asset on-boarding are critical - not only for efficiently ramping new customers to profitability, but also for meeting new and evolving compliance requirements.
- Wealth Management: Automate the full management lifecycle for your high net-worth clients using WealthWorx® – a packaged BPM Solution for Wealth Management by Oakbrook Solutions. Discover why organizations like Edward Jones Trust Company use WealthWorx to manage their most critical client-facing processes. Request more information »
- Credit & Risk Management: Improve your ability to prove compliance and manage risk by providing visibility into process efficiency and variability. In addition to real-time and comprehensive reporting, BPM also enforces process consistency and gives assurance that all proper procedures are followed and completed appropriately.
- New Product Introduction: Delivering new products to market is crucial for competitive differentiation and marketshare in financial industries. Appian helps financial services organizations rapidly deliver innovative new offerings to attract fickle customers and support cross-sell and up-sell growth strategies. View webinar »
- Customer Service: Successful resolution of customer support issues and sales opportunities can be accelerated if all pertinent interactions and documentation are easily accessible. Appian helps financial organizations surpass customer service expectations to increase customer loyalty and value.
Featured Financial Services Customers
Appian has helped AGF Trust streamline and increase structure over highly human-centric, mission-critical credit fulfillment and credit servicing processes across all of its major product lines. Learn more »
Clayton Holdings uses Appian to improve risk management processes for the services it delivers to its clients. By deploying Appian in the cloud, Clayton was able to accelerate their deployment for this mission-critical risk processes with minimal IT infrastructure impact. Watch video »
CME Group started with an Appian in the cloud pilot for their New Product Introduction process. Based on the speed and success of the pilot, they brought the business process application in-house and have subsequently deployed Appian on-premise for a series of core processes. Watch video »
