Rapidly modernise financial services operations.
Everything you need to design, automate, and optimise even the most complex processes, from start to finish.
Connect people, processes, and data to modernise operations.
Financial services leaders need to maximise resiliency and minimise risk, deliver a better customer experience, and remain agile to meet increased consumer, regulator, and investor demands. While digitisation continues to pose a challenge, it is necessary to keep pace with changing requirements, with a nimble approach that makes processes more effective or efficient a top priority for many financial executives.
Technology that can accelerate application development, discover bottlenecks, optimise processes, and automate mundane, menial tasks paves the way for growth. The Appian AI Process Platform is the fastest way to design, automate, and optimise end-to-end business processes. Improve your workflows, unify data, and optimise operations with AI process automation.
End-to-end efficiency.
Processes get up to 95% faster with AI and automation.
No more data silos.
Ensure secure, easy access to all your information with a data fabric.
Private AI.
Our unique approach to AI means data never escapes your control.
Rapid development.
Build new applications and connectors with generative AI and low-code.
Financial Services Use Cases

New Business and Deal Lifecycle
Take products to market faster, remain compliant, and gain full visibility with an audit trail.

Lending and Payments
Drive efficiency in lending and payment processes to create integrated experiences.

Customer Lifecycle Management
Reduce process silos and better serve your customers while accelerating time to revenue.

Corporate Functions
Orchestrate processes between existing systems to deal with complex business and compliance requirements.

Governance, Risk, Compliance
Improve process agility while ensuring compliance, mitigating risk, and delivering integrated, actionable risk views.

Operations
Optimise your processes across your operations, with a focus on end-to-end automation and regulatory management.
AI Process Automation for Financial Services
In this short interview Appian's Guy Mettrick, Global Industry Vice President Financial Services sits down with Luke Thomas, Area Vice President Asia Pacific & Japan to discuss process automation tends and opportunities in the financial services sector.
Appian Resources
- Customer Stories
- eBooks & Whitepapers
- Articles
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Discover why the world's most innovative organisations trust Appian to improve their workflows, unify data, and optimise operations. Complete the form to book a meeting with an Appian expert.