Financial Services
Better process. Better banking.
Modernise financial services with AI and process orchestration.
Financial Services
Modernise financial services with AI and process orchestration.
• Campaign Management
• Financial Product
• Deal Initiation and Review
• Legal Entity Management
• Loan Origination
• Loan Management
• Stimulus Lending
• Fast Credit Lending Programs (DACH-Region)
• Specialised Lending
• Trade Finance
• Bank Payments and Card Operations
• SWIFT API Cross-Border Payments Case Resolution
Solutions
• Connected Onboarding Solution
• Connected Servicing Solution
• Connected KYC Solution
Platform
• Customer Onboarding Co-ordination
• Customer Servicing
• Contact Center Automation
• Disputed and Complains Management
• Enterprise Risk Management
• CIP/KYC/EDD
• Credit Risk Review
• Data Privacy, including GDPR, CCPA, etc.
• Anti-money Laundering (AML)
• IFRS Stress Test Management
• Service Provider Sourcing and Oversight
• Horizon Scanning
• Board Governance
• Trade Surveillance
• Model Risk Management
• Corporate Actions
• Fund 360 Lifecycle Hub and Transactions
• Investment Operations Help Desk
• Omni-Channel Case Management
• Robotic Workforce Manager (RWM)
• Account and Product Lifecycle Management
• Reconciliations (accounts and financials)
• Exceptions and Break processing
• Corporate Functions
• Human Resources Service Centre
• Internal Audit
• Finance Command Center
• Finance Management
• Workforce Safety
• LIBOR and Legal Contract Management
• M&A
• Incident Crisis Management
• PMO
• ESG
A Leader in the Gartner® Magic Quadrant™
The Forrester Wave™: Digital Process Automation Software, Q4 2023
Appian Leads Everest Group PEAK Matrix® Assessment for Process Orchestration