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Appian IT Solutions for Banks, Insurance, & Financial Institutions

Macedon's Appian Expertise

A new influx of digital customers coupled with inefficient business processes is a recipe for disaster. We help you accelerate your Digital Transformation initiatives and simplify your work. We have worked with banks, credit unions, healthcare payers, loans & mortgages, investment management, insurance, private equity & securitization, and more.

Macedon Experience & Expertise

Industry Use Cases

  • Customer Onboarding

  • Account Onboarding

  • Product Onboarding

  • Counterparty Onboarding

  • Partner Relationships

  • Loan Lifecycle

  • Customer Due Diligence

  • Customer Master Data Management 

 
  • Data Governance

  • IT Enhancement Requests

  • User Account Management

  • Employee Expense Management

  • Account Payable/Vendor Invoicing Management

  • Enterprise Document Management

  • Transaction Batch Exception Handling

  • Shared Components

What are our Clients Saying?

“Thanks for your thoughtful solutions,
your anticipation of needs, and just being a great partner to work with.”

Product Owner at a
Regional Bank

“[Macedon] made this project
seem easy. Always prepared,
always on target.”

Product Owner at a Healthcare Organization

“[Macedon] proactively suggests process improvement items that had never occurred to me.”

Sponsor and AVP at an Insurance Organization

Tired of outdated work? You're not alone. We can help.

Businesses suffer from outdated systems and broken processes that make work painful. Macedon helps you simplify your work.

Complaints Management (CMGT)

Handling customer complaints is full of challenges - how can you ensure that your employees properly capture this feedback and that the right teams review all incoming complaints? Do you have a standardized approach to resolving complaints that reduces regulatory risk? Can you quickly respond to inquiries from regulators? Can you learn from the feedback to improve customer experience? CMGT makes stress-free Complaint Management possible.

Continuous Customer Recertification (CCR)

The loan recertification process is a tedious, manual process that involves collecting and verifying documents, updating customer information, and ensuring that customers meet SLAs. It takes up valuable time, resources, and energy, leaving you too busy to focus on more complex, higher-value tasks. It can seem like an impossible job to keep track of the ever-changing circumstances while also ensuring compliance. To help address this struggle, Macedon Technologies has created a Continuous Customer Recertification (CCR) solution that helps streamline the recertification process.

Stage & Gate

Learn about Macedon's powerful, highly configurable stage-gate tool, Stage & Gate

How They Did It: Two companies share how they accelerated their business transformation

Hear first-hand from our customers, CeramTec North America, and Pacific Life on how they were able to utilize the Appian platform to accelerate their Digital Transformation projects.

How They Did It: Critical Workflows Automated

During this webinar, Jeff Phelan from Planet Home Lending shares his journey and how they successfully introduced workflow automation in their organization, boosted their productivity.

Self-service Onboarding and Reconciliation (SOAR)

The traditional customer onboarding process can be inefficient and inconsistent due to disparate data sources, long SLAs, and opaque or poorly documented processes. Knowledgeable business users have to dedicate their time to rework and data cleanup, rather than focusing on more important tasks.

    Success Stories

    Providing the Best Patient Outcomes in Clinical Oncology
    Success Stories
    Providing the Best Patient Outcomes in Clinical Oncology
    Critical Manufacturing: Automating Tracking and Reporting for Quality Control
    Success Stories
    Critical Manufacturing: Automating Tracking and Reporting for Quality Control
    Electricity Service Delivery: Transforming the Transmission Rights Auction System
    Success Stories
    Electricity Service Delivery: Transforming the Transmission Rights Auction System

    Appian Solutions for the Financial Services & Insurance Industry

    Macedon Technologies has used our 15 years of experience in providing industry-specific solutions to develop a leading asset repository for the Appian Partner community. We help jump-start development, extending Appian’s capabilities to support the unique use cases of the Financial Services industry, including new business and deal lifecycle, customer lifecycle management, lending and payments, operations corporate functions, and governance. With our Appian solutions, Financial Services & Insurance companies can meet compliance, enhance customer service, and optimize operations.

    When Financial Services & Insurance companies partner with Macedon Technologies, they can leverage Appian to automate processes related to:

    • Marketing, Sales, & Distribution

    • Policy Underwriting & Services Operations

    • Claims Management Operations

    • Reinsurance

    • New Business & Deal Lifecycle

    • Lending & Payments

    • Customer Lifecycle Management

    • Governance, Risk, & Compliance

    • Corporate Functions

    Blog Post: Unlock Stress-Free Complaint Management: CMGT Makes It All Possible

    Handling customer complaints is full of challenges - how can you ensure that your employees properly capture this feedback and that the right teams review all incoming complaints? Do you have a standardized approach to resolving complaints that reduce regulatory risk? Can you quickly respond to inquiries from regulators? Can you learn from the feedback to improve customer experience?

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    Ready to Talk?

    Curious how Macedon can help simplify your work and processes? Let's get started.