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Connected Onboarding
and Servicing

Transform the customer journey.

Top benefits

Real-time process insights

Monitor statuses, identify bottlenecks, and accelerate process performance for greater customer satisfaction.

Adaptable to your business

Execute simple configurations with low-code to easily adapt to your business’s unique needs.

Configurable onboarding templates

Tailor individual templates to specific client scenarios for each onboarding process.

Complete audit history

Gain full visibility into service request management with a detailed audit history of client interactions.

Trusted by leading financial services

Allan Gray

See how Appian helped reduce internal errors by 70%.

State Street Global Advisors

Learn how Appian helped reduce client onboarding time by 20%. Read article.