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 … Read more

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 … Read more

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 … Read more

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 … Read more

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 … Read more

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 … Read more

Modernized online permit requests

Use case: Modernized online permit requests Goal A regional government entity responsible for managing water resources needed to modernize its online permitting system to provide a better user experience for permit applicants and effectively support daily processes and operations. Challenges Cumbersome permit request for citizens caused a high volume of help desk calls every day … Read more

Optimizing the customer experience

Application management services for Appian and Mulesoft

Use case: Optimizing the customer experience Goal Beneva™ is the largest insurance mutual in Canada* with more than 3.5 million members and customers. It’s a major player in the insurance and financial services industry. Created by the coming together of La Capitale and SSQ Insurance, Beneva™ was looking to eliminate manual processes and improve customer … Read more

Online account openings

Use case: Online account openings Goal Coast Capital Savings is a member-owned federal credit union offering personal, business, and commercial real estate banking services. In preparing to expand across Canada, Coast Capital was looking to improve its online account opening process for both individuals and small businesses. Challenges Employees were spending days working through unnecessary … Read more

Automated fraud prevention investigations

Use case: Automated fraud prevention investigations Goal Payoneer is a fintech company that provides business-to-business money transfers, digital payment services, working capital, and cross-border transactions in 200 countries and 150+ local currencies. Payoneer was looking to automate its case identification and investigation as well as the completion and submission of Suspicious Activity Reports (SAR). Challenges … Read more

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