Customer Lifecycle Management

AI for better onboarding

Improve customer onboarding, servicing, and compliance.

Read the Brief

Better financial services outcomes start here

80% faster response times

Improve customer satisfaction with quicker responses.

57% lower costs

Drive cost savings through operational efficiency.

50% reduction in losses

Let AI get data entry right the first time and avoid losses due to errors.

43% faster onboarding

Accelerate time to revenue with faster onboarding.

AI at work. Compliance in check.

Appian delivers unified customer lifecycle management solutions to transform onboarding, KYC, and compliance. By automating KYC, AML, and other compliance processes, and integrating client data across legacy systems, Appian enables a 360-degree view of the customer that enhances the client experience and reduces risk.

Features like intelligent document processing and self-service portals improve both back-office efficiency and front-end customer experience to accelerate time to revenue. The result: a future-ready customer lifecycle management strategy that helps financial institutions attract, retain, and better serve their most valuable clients.

Download the CLM Brief