Using BPM in Financial Services Video Sneak Peek

Learn how Appian BPM Suite helps financial services firms accelerate growth, improve profitability, and minimize complications.

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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. Appian’s Business Process Management (BPM) Software can help companies unlock the gains across various processes and systems.

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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

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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

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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.

Alert

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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.

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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.

http://www2.appian.com/FinancialServicesVideo

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Learn More!

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