Business Process Management (BPM) for Financial Services



Increasing competition, organizational and system silos, and regulatory compliance requirements are driving financial services companies to rethink process. BPM enables financial organizations to shift from product-centric divisions to unified, customer-driven enterprises.

Appian BPM delivers results
Appian's business process management software helps financial services organizations:
  • Respond faster to customer demands and channel opportunities
  • Meet compliance mandates through streamlined processes and audit trails
  • Enhance existing systems with a process layer creating a holistic view of the business
  • Automate manual processes to provide visibility and accountability

Real Capital Case Study

Appian's BPM suite was selected by Real Capital due to the flexibility of the technology -- the software would enable Real Capital to refine its processes and efficiencies.

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BPM for Financial Services Webinar

Hear John Jarrett, of premiere investment management company AGF Trust, discuss his company's strategic BPM rollout across multiple product lines and company divisions.

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Featured Customers

In addition to automating tasks, Appian has helped AGF Trust streamline and increase structure over highly human-centric, mission-critical credit fulfillment and credit servicing processes.

AGF

Appian's SaaS BPM gives Surrenda-link the total control required to manage their business processes, without the overhead of maintaining their own IT infrastructure.

Surrenda-Link Investment Management

In only a few months, Real Capital's entire loan origination system moved from a paper-based system to a completely automated one based on Appian's BPM solution Suite.

Real Capital