Select an Area of Interest:

Pension Operations

Streamline and automate processes for pension administrators, external advisors, and brokers.

Enable a higher level of service and increase potential sales opportunities. The Appian platform provides a single view of the customer for all stakeholders across their portfolio of business.

Scheme Changes and Asset Transition

Execute faster against the transition of assets.

Reduce the time, complexity and risk of pension scheme transition through automated fund-mapping, a single view of the scheme, member details and individual assets – while ensuring compliance via timely, automated communications with each group.

Structured Settlements

Streamline the processes to increase speed and accuracy.

Coordinate the quoting and onboarding process for new customers;  streamlining processes, ensuring accurate data capture while increasing the number of cases handled.

Digitizing Pension Operations to Drive Margin

Learn how the right software can drive down cost of operations, ultimately offsetting flat at investment returns.