Overview

Appian Connected Onboarding and Servicing is designed to streamline the onboarding and servicing processes for financial institutions. It provides a unified platform to manage customer interactions, ensuring a seamless and efficient experience from initial onboarding through ongoing account servicing.

Features

Unified Customer View

• Consolidate customer data from multiple sources into a single platform
• Provide a comprehensive view of customer interactions and history Automated Workflows
• Automate onboarding and servicing tasks to reduce manual effort
• Ensure consistency and accuracy in customer processes Compliance Management
• Ensure adherence to regulatory requirements throughout the onboarding and servicing lifecycle
• Automate compliance checks and updates Real-Time Analytics
• Access real-time insights into onboarding and servicing performance
• Use data to optimize processes and improve customer satisfaction Integration with Existing Systems
• Seamlessly integrate with core banking and other financial systems
• Ensure smooth data flow and operational consistency Customer Self-Service
• Empower customers with self-service options for onboarding and account management
• Enhance customer experience and reduce administrative workload

Benefits

• Improved Efficiency: Automate and streamline processes to save time and reduce manual tasks.
• Enhanced Customer Experience: Provide a seamless and personalized experience for customers.
• Regulatory Compliance: Ensure all processes comply with relevant regulations.
• Data-Driven Decisions: Use real-time analytics to make informed decisions and optimize performance.
• Operational Consistency: Integrate with existing systems to maintain consistency and accuracy.