Enterprise Grade Digital Transformation Solutions

Client Success

Enterprise Grade Digital Transformation Solutions for a Global Asset Management Firm

How Persistent helped a large asset management company to modernize their platform using Appian & RPA, saving $1M in less than 12 months.


Our Client offers consumer and commercial lending and banking products and services. The client offers personal checking and savings accounts, college savings plans, health savings accounts, individual retirement accounts, business checking, and business savings accounts, time accounts, business online services, and merchant services. The client also provides mortgages, home equity loans, business loans, credit cards, construction loans, commercial and retirement-based real estate loans, and other loans. In addition, they provide mobile banking, personal and business online banking, and Internet cash management services.

Problem statement:

  • The client needed to have a solution for Identity Theft Incident Management in place
  • The solution required to have a workflow driven approach where incidents could be added by a certain group and post creation, it would be verified and approved by an Approver group
  • Reports and Dashboards were required to enable the end user to check Incidents details based on the date range, category, and severity with an additional feature to download report in excel

The client engaged with Persistent to come up with an Appian driven solution by leveraging the Appian platform services. Persistent was selected because of deep domain knowledge and expertise in the Appian practice.

Contact us

    You can also email us directly at info@persistent.com

    You can also email us directly at info@persistent.com