Product Profile

Connected Servicing

Appian

First Release Date: 21.05.2021

Current Version: Connected Servicing v2.4.0 released on May 19, 2023

Language Support:

English, French, German, Italian, Russian, Spanish, Chinese (Mandarin), Japanese, Portuguese, Arabic, Albanian, Armenian, Bulgarian, Croatian, Czech, Danish, Dutch, Estonian, Finnish, Georgian, Greek, Hindi, Hungarian, Indonesian, Korean, Latvia, Romanian

Technology Category: Security & Compliance Authentication Regulatory Compliance Data Audit and Reporting Data Management Cloud Platform as a Service Storage Software as a Service Banking Correspondent Banking Wholesale/Commercial Banking Transaction Banking Investment Management

Product/Service Description

Appian Connected Servicing provides complete visibility into servicing clients, allowing both internal constituents and their clients to view, identify, request and monitor the state of request. This solution addresses account management challenges and more, orchestrating and automating tasks throughout the request lifecycle, integrating systems and data, and providing a complete view of account history and changes.

Customer Overview

Total Number of customers undisclosed

Customer Size Large Enterprise , Medium

Customer Type Business Consultants , Commercial Banks , Corporates , Financial Consultants and Auditors , Institutional Investors , Investment Banks , Investment Consultants/Independent Investors , IT Integrators , Other

Target Market Africa , Asia , Australia/New Zealand , Europe , Global , North America , South America

Specific georgaphical coverage undisclosed

Pricing Model Annual subscription licensing. Tiered based pricing. Each tier level is determined by number of internal users

Demo & Case Study Urls https://appian.com/learn/resources/resource-center...

Features

Configurable service requests - Your business users can determine the names of key values for service requests and how certain types of requests are automatically populated.
Business control over process - Your business user can set up a template of tasks to open for each type of service request, fully controlling their own business process. Through expedited processes and increased visibility, Appian Connected Servicing cu
Secure client access site - Access to Connected Servicing through a sanitized and secure portal for external customer users to complete tasks and monitor requests.
Schedule service requests - Functionality for users to set up service requests in advance and automatically kick them off with enough time to meet deliverable SLAs.
Integrations - Key integrations with several leading data providers in the financial services space.
Dashboards - Keep track of upcoming and historical service requests and tasks, and easily identify risks and issues.

Benefits

Provides front-end business users, including clients, the ability to create and view service requests, enabling financial services institutions with a single solution to orchestrate all of their account needs and visibility to outstanding client request
Enhance customer profile and account record data exposure through industry integrations.
Access to service requests through a sanitized and secure portal for external client users to complete tasks and monitor requests.
Ensure quick response times by empowering servicing agents to set up service requests in advance and automatically kick them off with enough time to meet deliverable SLAs.
From the Dashboard, keep track of upcoming and historical onboardings, tasks, and easily identify risks and issues, thus aiding in retaining clients and maintaining high satisfaction.
Tailor requests based on unique processes.
Save them time by automatically populating common service request types.
View a complete history of all upcoming, active, and past service requests for a customer.
Initiate service requests from external “red flag” triggers and manage regularly scheduled service requests.
Unite task orchestration for greater efficiency and accuracy for relationship teams and a faster, improved experience for the client. Task orchestration is a crucial part of executing customer requests and driving quicker response times to addressing cl

Platform & Workflow

Server OS Linux (Red Hat, Mandrake, Debian, SuSe, etc.) , Windows 10 (Microsoft) , Windows Azure (Microsoft) , Windows Server , Windows Server 2016

Workstation OS Windows , Unix , Linux , Mac

Programming Language and API Appian-Certified Developers can install, implement, and customize the Appian Connected Servicing solution in the SAIL Design System provided with the solution using low-code / drag-and-drop development and Appian expressions.

SetUp and Installation Options Appian Customer Success and Appian Partners can provide implementation services as a contract service, or customers can install and set up the Appian Connected Servicing solution.

Deployment Period Our solution provides new releases, typically on a quarterly basis, to all its customers. Deployments of new releases of the Appian Connected Servicing solution impose no downtime on customers. Customers can upgrade to newer versions of the solution base

Reporting Capabilities The Connected Servicing Solution includes a Trends page out-of-the-box. In addition to the out-of-the-box reports provided with the solution, low-code reports can easily be created by Appian Developers in Appian Designer.

Security Options Access to the Connected Onboarding solution is managed by using Appian as the identity provider (IdP) to create user logins, or establishing single sign-on via SAML or LDAP with an existing IdP. Furthermore, each site, page, and action within the solution

The product/service compliant with the following regulatory standards The Appian Connected Servicing solution is intended to help optimize and add transparency to the execution of a customer’s servi

Connectivity, Hosting and Intergration

Hosting Option Hosted by third party , Inhouse , Hosted by provider

Hosting provider undisclosed

Devices Supported Android , iPhone-iPad , Mac , Web-based , Windows

Compatibility with Database Management System (DBMS) Appian Connected Servicing is compatible with MariaDB.

Third party integration The Appian Connected Servicing solution is set up with the following integrations out-of-the-box. A customer’s Administrator simply needs to input their authentication to each third-party service and enable each integration. ● Companies House to automate