Define, automate, and collaborate to become a more customer-centric organization. Increasing competition, organizational silos, compliance to laws and regulations, and disparate systems are driving financial services companies to rethink process. Companies are finding their existing business systems and processes do not allow the flexibility to respond to the increased, often global demand. In order to engage the customer and focus on the end to end experience, organizations are turning to BPM technology. BPM is the glue that enables organizations to shift from product centric divisions to become a customer driven enterprise.

Appian BPM delivers results.
Appian's business process management software helps financial services organizations focus on the customer, adhere to compliance initiatives, improve channel strategy, and become more agile.

• Appian Enterprise enhances existing systems by applying a process layer that creates a more holistic view of the business. This allows users to be more responsive to increasing customer and market demands.
• Appian Enterprise automates manual, paper based processes to provide visibility and accountability through workflow and task management capabilities

• Achieve real-time business and customer insight to react quickly and effectively to customer inquiries
• Integrate operational and customer-related data systems, expediting service responsiveness
• Audit core business processes in addition to documenting and testing key financial and operational controls to provide evidence of compliance to laws and regulations
• Collaborate across organizational units to manage the entire customer lifecycle
• React in real-time to exceptions from reporting dashboards and automated alerts and notifications
• Provide customer self-services with portal technology that can be configured and segmented to the customers' experience