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Customer On-boarding

Drive profitable revenue growth with a superior customer experience

Gain competitive advantage by tailoring your on-boarding for key customer segments.

Take a new customer-centric approach to on-boarding that spans information capture, identification, verification and fulfillment for multiple products and transactions. Track and speed movement of new account opening and manage relationships through the life of the customer.

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Why On-Boarding is Key to Competitiveness in Financial Services

On-boarding is where a customer’s relationship with the financial institution begins.

Creating great on-boarding experiences requires great on-boarding information technology systems. Learn how your organization can achieve lasting on-boarding success by building your own on-boarding process application on a modern work platform.

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Transforming the Financial Customer Experience with BPM Software

Customer experience that exceeds expectations means less churn, more cross- and up-sell opportunities, enhanced brand image, and increased referrals.

BPM software can create nimble, adaptive, customer-centric financial services organizations that are best-positioned to capitalize on new growth opportunities, while overcoming existing industry challenges. See how Appian’s application platform best positions you to capitalize on new growth opportunities, providing adaptability to overcome ever-changing industry challenges.

Key Analyst Report

See why Appian was recognized as a Leader in the Gartner iBPMS Magic Quadrant.