Relationship managers and onboarding teams are often burdened by fragmented processes and an inability to adapt to quickly changing business strategies and regulations. This limits their ability to onboard clients in a timely manner, negatively impacts client experience and delays time to revenue.
What’s needed is a simple, modern onboarding solution that increases speed to market and provides business friendly control over the entire onboarding process.
Accelerate value and minimize implementation risk.
Start with a pre-built solution that’s easily configurable to your institution.
Templatize onboards based on customer profile, product type, and domicile.
Continually optimize your process based on performance metrics.
Onboard faster. Manage exceptions.
Reduce compliance overhead.
“The low-code, rapid deployment, and easy-to-tweak nature of the Appian platform has leant itself well to the requirements of technology-savvy capital markets firms.”
– Aite Impact Matrix: Client Life Cycle Management Vendor Review