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Improving Operational Agility While Mitigating Risk in Financial Services

A leading global investment firm offers dedicated financial solutions and oversees $173 billion in financial subsidiaries, with more than 1,200 employees. The organization provides risk-management and equity strategies, as well as counsel for well-balanced mutual funds.

As a major player in the financial services industry, there are many regulations the business must adhere to. The organization needed an improved way to document regulatory changes and ensure that advisors communicated such changes to customers.

Download this case study to see how Appian’s Application Platform addressed business functions across the company related to business rule automation, internal department management, and case management to grow operations and meet regulatory compliance.