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Best Practices for Modernizing Your Payment Investigation Process with AI

Sep 18, 2026 By Tom Pirone In Appian
AI agents are proliferating faster than most institutions can govern them and the primary challenge is quickly becoming an "accountability gap." Disconnected pilots rarely scale into accountable, auditable operations. The financial services industry is currently at a tipping point: banks must bridge the gap between initial AI enthusiasm and operational reality.
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Automated Document Processing: 5 Examples and Key Benefits

Sep 4, 2026 By Sabrina Mei In Appian
Automated document processing, also known as intelligent document processing (IDP), uses artificial intelligence and machine learning to reduce the manual effort required to extract data from paper or digital documents. Why is that vital? As organizations continue to modernize in their workflows, enterprises still need to grapple with enormous volumes of documents, such as invoices, receipts, and contracts. Manual data entry and rekeying of document data creates an operational bottleneck.
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Serious About Process Ep. 2 | Shift from Data Admin to More Underwriting

Aug 26, 2026 By Appian In Appian
Episode 2 of the Serious About Process podcast is live! What if most of your underwriters’ time is spent on admin instead of underwriting? In this episode of Serious About Process, Gijsbert Cox and Roger Lewis explore how to reclaim that time through smarter processes, practical automation, and AI that enhances, not replaces, decision-making. From escaping pilot purgatory to scaling real solutions, they break down how insurers can drive measurable impact without ripping out legacy systems.
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Unifying Data with Appian Data Fabric

Aug 25, 2026 By Donna Namorato In Appian
When information is spread across disconnected systems, it becomes difficult and time-consuming to find the right information, make informed decisions, and move work forward. Take, for example, planning a weekend getaway with friends: you have to review airline portals, manage a shared Google Doc for the itinerary, orchestrate a flurry of WhatsApp chats, and book an Airbnb reservation. Making decisions with this much information sprawl becomes exhausting.
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Customer Service AI Orchestration: Smart Intake Isn't Enough

Aug 25, 2026 By Heather Dunn In Appian
Customer service AI orchestration connects AI-driven intake to the backend systems and people who actually resolve a request, not just the chatbot that receives it. Every request should trigger an end-to-end resolution, not stop at an automated response. The real challenge with AI in customer service isn’t adoption; it’s fragmentation.
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Application Tuning: Getting More from What You Already Have

Aug 10, 2026 By Anand Sadanandan In Appian
Enterprise IT leaders are often caught between the pressure to innovate and the demands of maintaining their current tech. When a system slows down or struggles to scale, it can be hard to know what to do. Rather than being stalled by uncertainty or getting distracted by fixes that don’t solve the underlying problems, Appian’s Customer Success experts encourage our customers to start with a core thesis: non-invasive application tuning should always be your first line of attack.
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How Appian Provides AI Guardrails and Controls

Aug 4, 2026 By Louis Prensky In Appian
AI agents make thousands of decisions per day, at volumes no human-centered governance model can realistically supervise. According to IBM's 2026 Tech Leader Study of 2,000 CIOs/CTOs in 33 geographies across 19 industries: The study concludes that organizations face a trap: prioritize speed, and governance falls behind; or prioritize safety, and deployment stalls, weakening the organization’s competitive position.
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Serious About Process Ep. 1 | Modernizing Insurance Pricing with Catrin Townsend

Jul 29, 2026 By Appian In Appian
Episode 1 of the Serious About Process podcast is live! Insurance pricing has evolved from slow, static updates to fast, dynamic decision-making. But have your systems caught up? In our first episode, host Gijsbert Cox is joined by Catrin Townsend, Director of Education at Price Writers, to discuss: Why pricing is an interconnected system, not just a sequence How legacy systems stifle innovation and frustrate teams The real promise of AI as a workflow partner.
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