Allan Gray: Intelligent Client Onboarding Process Automation

Allan Gray: Intelligent Client Onboarding Process Automation

Jan 31, 2022

Allan Gray, a Wealth Management company in South Africa, processes thousands of client transactions a day. They built their client onboarding process on Appian’s low-code platform with Know Your Customer (KYC) functionality and dramatically reduced the onboarding friction experienced by their clients. Watch this video to see how the lean delivery team in Cape Town has been able to deliver new features and functions every few weeks and months, instead of months and years, while drastically enhancing user and customer experience.

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