Appian has gained recognition from Chartis Research for leading in artificial intelligence (AI) driven process orchestration. In three new reports, Chartis recognized Appian’s role in helping financial institutions modernize risk management, compliance and onboarding.
By combining strong process orchestration with a low-code platform, Appian continues to establish itself as a category leader in the corporate and investment banking (CIB) client lifecycle management (CLM) market, said Phil Mackenzie, research principal at Chartis.
Meanwhile, the firm’s ability to assign and route workflows across complex client hierarchies as well as manage risk-based assessments and legal documentation makes it particularly effective for global institutions, he added.
Appian earns category award for AI-driven process control and process mining
Appian was named in the Chartis RiskTech AI 50 2025 list of leading global AI vendors and earned a category award for AI-driven process control and process mining, according to a press release.
This report evaluates providers on their AI strategy and capabilities, impact, implementation maturity and innovation in financial services. Appian’s placement highlights its ability to integrate AI seamlessly into process control and process mining, empowering financial institutions with automated, intelligent and audit-ready workflows, the vendor stated.
“Appian’s process management technology offers the perfect platform for AI orchestration and coordination. Moreover, this robust foundation positions Appian as a core provider and enabler of agentic solutions,” added Sid Dash, chief researcher at Chartis.
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Transforming financial crime prevention and compliance
The Chartis FCC50 2025 report profiles the top 50 vendors addressing the growing complexity of financial crime and compliance, highlighting how technology such as AI, automation and low-code platforms are transforming the way financial institutions detect fraud, monitor regulatory changes and manage compliance in the face of increasingly sophisticated threats.
Appian’s category award for “Platforms – Solution Agnostic Platform” recognizes its ability to support a wide range of use cases across financial crime and compliance through a flexible, unified enterprise platform. The Appian platform supports compliance teams by automating regulatory change management, integrating with external data sources and using AI agents.
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Appian’s process orchestration leadership
In the Chartis CLM Solutions 2025 report, Appian is recognized for its strength in corporate and investment banking (CIB). The report assesses vendor capabilities in areas including client onboarding, know your customer (KYC) and anti-money laundering (AML) screening, workflow automation and cloud integration.
The report recognizes Appian’s leadership in process orchestration and its ability to deliver scalable, cloud-based CLM solutions for global financial institutions.
“Appian’s cloud-first architecture supports rapid deployment and appeals to firms with constrained legacy systems,” said Mackenzie. “Flexible integration with data providers and processes beyond onboarding has reinforced its position as a deep and flexible vendor well-suited to the wealth management marketplace.”
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