About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Blogs

Low-Code Developer Appian Launches New Institutional Solution

Subscribe to our newsletter

The pace of change in financial markets is accelerating with ever-changing compliance mandates, increasingly burdensome regulations, and disruptive new business models. An aggressively innovative multiple enterprise technology specialist, Appian, is aiming to leverage this disruption to positive effect – turning ideas into effective business applications through its low-code development platform.

What is low code? Essentially, software that allows programmers to create applications through graphical user interfaces rather than traditional computer programming. It reduces the amount of manual ‘hand’ coding, allowing for faster delivery and a more diverse range of contributors – as well as (in many cases) reducing the cost of both development and deployment.

The Appian Low-Code Platform combines drag-n-drop development with intelligent process automation and dynamic case management to deliver products – it claims – up to 20 times faster, and with fewer resources… a differentiator in a competitive market.

“We know that there is a growing imperative to respond to customer expectations with innovative products and services that can be brought to market fast,” says the firm. “The history of inefficient operations and significant under-investment in new technologies is not sustainable, as FIs are forced to defend market share against an array of competitors, including FinTech, RegTech and technology giants. FIs must be able to respond quickly to ever-changing compliance mandates and cost pressures.”

Founded in 1999, the firm focuses on solutions for complex use cases including AML and KYC, internal audits, GDPR, customer onboarding, lifecycle management, and more. In September this year, Appian released a new Institutional Onboarding solution for treasury management, foreign exchange, and investment firms that accelerates customer and asset onboarding through pre-built data records, AI-based document understanding and pre-built integrations to key legacy systems.

The solution leverages Appian’s Connected Systems architecture for zero-code integration to Salesforce.com, and also includes integration to the US Treasury’s Office of Foreign Assets Control (OFAC) database.

“Emerging FinTech, constantly changing regulations, and disruptive new business models are all increasing the pace of change in financial services,” says Michael Heffner, Global Industry Lead at Appian. “Despite this rising complexity, the need to quickly create strong new customer relationships remains. With our Institutional Onboarding Solution, we have reduced the complexities of getting those high-value relationships up-and-running.”

To learn more about Appian and its suite of solutions, come and meet the team at RegTech Summit London on October 3, 2019. Book your place now.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Best Practices for Managing Trade Surveillance

The surge in trading volumes combined with the emergence of new digital financial assets and geopolitical events have added layers of complexity to market activities. Traditional surveillance methods often struggle to keep pace with these changes, leading to difficulties in detecting sophisticated market abuses and increased regulatory risk. To address these challenges, financial institutions are...

BLOG

Meeting the 72 Hour Trade-Reconstruction Rule – 10 Holistic Surveillance Leaders for 2025

When regulators rewrote the rulebook after the financial crisis, surveillance teams were handed an almost impossible brief: show us everything that led to a trade. In the United States, the CFTC’s Dodd-Frank swap-dealer rules (§1.35 and §23.202) imposed a 72-hour deadline to reconstruct a transaction, forcing banks to retrieve orders, voice calls, chat messages and...

EVENT

AI in Capital Markets Summit New York

The AI in Capital Markets Summit will explore current and emerging trends in AI, the potential of Generative AI and LLMs and how AI can be applied for efficiencies and business value across a number of use cases, in the front and back office of financial institutions. The agenda will explore the risks and challenges of adopting AI and the foundational technologies and data management capabilities that underpin successful deployment.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...