Smarter Process for Financial Services Modernization
The leading platform to boost productivity, reduce risk, and improve customer experiences.
Connect people, processes, and data to modernize operations
Financial services leaders need to maximize resiliency and minimize risk, deliver a better customer experience, and remain agile to meet increased consumer, regulator, and investor demands. Tech modernization is a challenge but necessary to keep pace with changing requirements. Prioritize a nimble approach that makes processes more effective and efficient.
Technology that can accelerate application development, discover bottlenecks, optimize processes, and automate mundane, menial tasks paves the way for growth. The Appian AI Process Platform is the fastest way to design, automate, and optimize end-to-end business processes. Improve workflows, unify data, and enhance 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
Drive efficiency in lending processes to create integrated experiences.

Payments
Add agility to your payment processes with end-to-end automation.

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
Optimize your processes across your operations, with a focus on end-to-end automation and regulatory management.
FinextraTV: Using Process Automation to Remain Resilient Across 3LOD
FinextraTV and Guy Mettrick, Industry Vice President - Financial Services, Appian, explore how the technology landscape has changed over the past decade and how technology has become a facilitator for operational resilience. Further, with new forms of AI emerging, operational resilience should also be considered, but must not get in the way of innovation. The way forward is process automation and ensuring that technology can be used to mitigate fraud, financial crime, and risk management across the three lines of defense.
Appian Resources
- Customer Stories
- Ebooks & Whitepapers
- Articles
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