Connect People, Technologies and Data for Faster Client Onboarding and Servicing

Presented by

Josh Seeman, Lizzie Rubenfield

About this talk

Onboarding institutional clients is slow, inefficient, and fraught with risk. And the stakes are high—the longer the onboarding window, the greater the risk of delay or loss of revenue or the loss of a high-value customer relationship. Join leaders from Appian to learn how financial institutions can dramatically accelerate time to revenue by simplifying, automating, and personalizing the institutional onboarding and service experience.

Related topics:

More from this channel

Upcoming talks (3)
On-demand talks (77)
Subscribers (3676)
Learn how Appian natively unites all the capabilities required to deliver impactful, end-to-end processes across your organization, no matter the industry. Located in the Washington DC area, Appian builds enterprise applications that is unified, flexible, fast, and impactful. It's guaranteed.