Using BPM in Financial Services - Video Sneak Peek

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Learn how Appian BPM helps financial services firms accelerate growth, improve profitability, and minimize complications The financial meltdown of 2008 drove changes that made the financial services industry more complex, cut off some traditional sources of profitability, and led to a wave of new regulations. To thrive in this new era, financial services firms must be more responsive to customer requests, identify incremental sales opportunities, get assets on-board faster, and comply with new regulations without overburdening staff and internal processes. All of these require better information technology systems. Most financial services firms have a long way to go as they still rely on paper and e-mail for many important processes. Others are more automated, but they tend to approach new challenges in serial, adding separate IT systems and staff for each new regulatory program or other initiative. Real success in this new environment will not come until firms change their approach and leverage technology that automates work processes, supports collaboration across departments and organizations, and can be easily modified to fit regulatory data capture and reporting requirements as they evolve. Appian’s business process management (BPM) software delivers all of these capabilities. Some of the largest financial services companies are realizing dramatic improvements in their performance through Appian-based applications. Some of the featured financial services solutions financial services organizations are using Appian for include: new client and asset on-boarding, credit request and loan origination, regulatory compliance, and new product introduction.

Transcript of Using BPM in Financial Services - Video Sneak Peek

  • 1. Using BPM in Financial Services Video Sneak Peek Learn how Appian BPM Suite helps financial services firms accelerate growth, improve profitability, and minimize complications.
  • 2. 2 Developments in the Financial Services Industry Recent developments in the financial sector have forced organizations to evaluate whether sweeping changes are needed to account for new trends, issues, or legal regulations. Because of that shifting climate, organizations must maximize efficiency. Appians Business Process Management (BPM) Software can help companies unlock the gains across various processes and systems.
  • 3. 3 BPM Provides Immediate Benefits First, an integrated BPM solution can provide immediate benefits in risk management and compliance. With connections to multiple systems, BPM software gives financial organizations a visible and auditable trail, showing the decision-making process throughout the life of an account or asset. An integrated BPM solution
  • 4. 4 BPM Provides Immediate Benefits When creating new products, a quick development process is essential to ensure the conditions supporting it are still relevant at launch. With BPM regulating that process, organizations can maintain development schedules and quicken handoffs, escalations or alerts. Development processes Maintain development schedules
  • 5. 5 BPM Provides Immediate Benefits As a new product launches, BPM can help support effective marketing and promotion. It is crucial for organizations to properly target cross-selling or upsell opportunities. Setting up automated alerts for representatives to suggest new offers to the right customers can increase adoption. This same approach can also support customer acquisition efforts.
  • 6. 6 Appian BPM Software With Appian BPM driving process enhancements throughout the organization, representatives can answer all customer queries efficiently and effectively. That creates quicker and more accurate responses to customer issues. Over time, that knowledgeable service can help create greater satisfaction, reduce customer churn, and increase profitability.
  • 7. 7 Appian BPM Software Watch the full video, Using BPM in Financial Services to learn more about how Appian BPM helps financial services firms accelerate growth, improve profitability, and minimize complications in complying with new regulations.
  • 8. 8 Learn More! /AppianCorporation @Appian /appian-corporation/appianbpm Learn More | Contact Us |