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FINANCIAL SERVICES

MANUFACTURING & DISTRIBUTION

LIFE SCIENCES & PHARMA

Macedon Experience & Expertise

Remote working, inefficient business processes, and a new influx of digital customers drive the financial services and insurance sector to accelerate their Digital Transformation initiatives and remote IT bottlenecks. Financial Services organizations that have benefited from our services include banks, credit unions, health payers, loans & mortgages, investment management, insurance, private equity & securitization, etc.

Customer Onboarding
Account Onboarding
Product Onboarding
Partner Relationships
Loan Lifecycle

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Case Studies

Schedule Time With an Expert

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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Appian Market

Complaints
Management

White Paper

Enterprise Service Bus

How They Did It: Critical Workflows Automated

38:10

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, and were able to: - Improve loan processing turnaround time from 72 hours to 24 hours or less - Add transparency of loan status for employees and clients - Significantly enhance user experience Planet Home Lending and Planet Renovation Capital are part of the Planet Management Group, LLC

Complaints Management (CMGT)

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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. For more details visit Appian's Appmarket https://community.appian.com/b/appmarket/posts/complaints-management

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