Author: Rebecca Dakin

  • SFR West Forum 2022

    SFR West Forum 2022

    DECEMBER 5-7, 2022 SCOTTSDALE, AZ Find out how you can accelerate property turnaround times by 50%. Visit the Bits In Glass | Appian booth to learn how! Come have a coffee on us : FEATURED SOLUTION Move In Move Out (MIMO) Click to enlarge me Move In Move Out (MIMO), built on Appian’s low-code platform, […]

  • Modernized banking improves customer experience

    Modernized banking improves customer experience

    Modernized online banking through API integrations A specialized commercial bank providing both business and personal banking services was looking to modernize all systems and operations to get and retain more customers as well as better position the company in the market. The bank was using a third-party service for its online banking platform, making it difficult to […]

  • Modernized banking improves customer experience

    Modernized banking improves customer experience

    Modernized online banking through API integrations A specialized commercial bank providing both business and personal banking services was looking to modernize all systems and operations to get and retain more customers as well as better position the company in the market. The bank was using a third-party service for its online banking platform, making it difficult to […]

  • Improved customer campaigns

    Improved customer campaigns

    Use case: Improved customer campaigns Goal A leading multinational telecommunications company needed to improve the success rate of its customer campaigns for cross-selling and up-selling products and services. Challenges Customer campaigns were sent through multiple systems, using various sources of data and different rule sets, resulting in missed sales and marketing opportunities A lack of […]

  • Modernized banking functions

    Modernized banking functions

    Use case: Modernized banking functions Goal A leading global bank needed to modernize its legacy system for managing various banking functions like customer onboarding, KYC, and account maintenance to improve customer service. Challenges Multiple bank departments used one legacy system for customer onboarding, KYC, and account maintenance The legacy system was intended for one customer […]

  • Investment fund management

    Investment fund management

    Use case: Investment fund management Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries, was looking to modernize its management of investment funds to improve fund visibility for better decision making and adherence to all legal and regulatory investment requirements. Challenges […]

  • Automated claims processing

    Automated claims processing

    Use case: Automated claims processing Goal A non-profit mutual benefit administrator offering health and financial benefits and other welfare plans to participating employers, including thousands of religious missionaries, needed to automate its healthcare claims processing to turn them around faster. Challenges It was taking a long time for employees to process claims because the process […]

  • Modernized digital banking

    Modernized digital banking

    Use case: Modernized digital banking Goal A specialized commercial bank providing both business and personal banking services was looking to modernize all systems and operations to get and retain more customers as well as better position the company in the under-served business market. Challenges Using an external provider for digital banking services caused limitations in […]

  • 8 ways to use Workato’s lookup tables

    8 ways to use Workato’s lookup tables

    8 ways to use Workato’s lookup tables By Leela Pasupuleti When working on a Workato recipe you might be wondering how to achieve data persistence without using an external data store or how to externalize the business logic so that it can be easily maintained. Enter Workato lookup tables! In this blog, I’ll go over […]

  • Accelerated sales cycle

    Accelerated sales cycle

    Use case: Accelerated sales cycle Goal A company specializing in sales and customer acquisition for service providers needed to streamline its sales cycle by eliminating manual processes to enable sales representatives to quickly sell products and services to customers on-site, from one device. Challenges Customer enrollment app didn’t integrate with service provider systems, which required […]

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