Financial Services | Customer Journey
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Institutional Onboarding

Achieve visibility to streamline onboarding for faster speed-to-market.

Financial services institutions looking to gain a competitive advantage with institutional clients must start by ensuring the onboarding process is fast and efficient. What’s needed is a solution that simplifies cumbersome, repetitive processes, provides greater insight into the status of onboarding requests and can be customized for each institution’s specific needs.

Break down operational processing silos, drive down the time required to realize revenue, and provide exceptional service with Appian’s flexible, customer-centric solution for Institutional Onboarding. Our holistic solution spans information capture, identification, verification, and fulfillment for multiple products and transactions.

Appian streamlines onboarding by:

  • Integrating disparate data sources for greater visibility
  • Eliminating silos for facilitating audits and streamlining decisions
  • Consolidating multiple streams of work into a single view into the onboarding journey