Business Problem

We are a leading multi-expert investment manager with 500 investment professionals and over 3,000 clients around the world. In order to meet compliance requirements while keeping an excellent customer experience, we needed to improve our processes and data management.

Process Players

  • Employees
  • Potential customers

Process Steps

With multiple databases and third party data providers, we adopted a modern BPM platform to integrate those systems together, creating a streamlined process to on-board new customers. We rolled this out worldwide and now have a global client-servicing process we follow, which has resulted in a significant return on investment.

Process Benefits

With BPM we were able to automate a large portion of the client and asset on-boarding experience and improve risk management and compliance.

Appian Alert

Stay Connected

Subscribe to the Appian Blog to know the latest IT and business innovations.