Deal Settlement


The Deal Settlement process at alternative investment firms is often a mix of manual and systems-based processes requiring coordination across 10 or more internal and external groups, reliant upon email for workflow. This can result in fragmented processes, inefficient collaboration , disjointed systems and data, and time consuming non-value added tasks. Appian can help streamline the Deal Settlement process by acting as an orchestration layer, coordinating the activity of human and machine workers. This results in process consistency, system connectivity and orchestration, and the ability to incorporate robotics and artificial intelligence. The results promote a higher quality and more efficient process allowing team members to focus on value-add tasks.

Key Features & Functionality

  • Integrated - The application can seamlessly integrate with upstream and downstream core transaction engines and data stores (e.g. CRM, ERP, Content Management, etc.)
  • Customizable - The application is completely customizable to meet the current and future needs of your organization. Tasks and users can be tailored to your needs
  • Automation - The application can integrate automation via, for example, robotic process automation (RPA) and natural language processing (NLP) to expedite and non-value add tasks.
  • Expertise - The application was designed utilizing our Alternatives Industry experts’ knowledge so that the application meets business needs inline with industry best practices 
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