Investor & Adviser Portals — Financial Services Client
Public-facing portal for an Australian financial services provider: a secure, user-friendly platform for customers to access and manage financial products. Scalable enterprise apps on Appian with workflow automation, system integration and performance optimisation in a regulated financial environment.
- Dynamic UIs in Appian SAIL for intuitive, responsive experiences
- Process models, record types and SAIL interfaces for complex workflows
- REST integrations with external systems