Institutional Onboarding

Accelerate time to value. Streamline end-to-end onboarding. Deliver flawless customer experiences.

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See how Appian’s solution for Institutional Onboarding helps financial institutions increase control, visibility, and efficiency.

Onboard faster. Manage exceptions.
Reduce compliance overhead.

Built on the Appian Low-code Automation Platform.

Appian is the only recognized triple crown leader — in automation, low-code, and case management.

Automation

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Low-code

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Case Management

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Trusted by leading Financial Services institutions.

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“The low-code, rapid deployment, and easy-to-tweak nature of the Appian platform has leant itself well to the requirements of technology-savvy capital markets firms.”

– Aite Impact Matrix: Client Life Cycle Management Vendor Review

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