Chartis Recognizes Appian for AI-Powered Process Orchestration

Leading analyst firm highlights Appian's impact in financial services in the latest reports

MCLEAN, Va., July 22, 2025 /PRNewswire/ -- Appian (NASDAQ: APPN), a leader in process orchestration with AI, has been recognized in three new reports from Chartis Research across risk management, financial crime and compliance, and client lifecycle management. These recognitions highlight Appian's role in helping financial institutions modernize risk management, compliance and onboarding through AI and process orchestration.

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. 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.

"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," said Sid Dash, Chief Researcher at Chartis.

The Chartis FCC50 2025 report profiles the top 50 vendors addressing the growing complexity of financial crime and compliance. It highlights 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. Appian also enables real-time fraud detection through AI-driven monitoring and anomaly detection, helping financial institutions respond to new emerging fraud patterns.

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.

"By combining strong process orchestration with a low-code platform, Appian continues to establish itself as a category leader in the CIB CLM market, while its ability to assign and route workflows across complex client hierarchies, while managing risk-based assessments and legal documentation, makes it particularly effective for global institutions," said Phil Mackenzie, Research Principal at Chartis. "Appian's cloud-first architecture supports rapid deployment and appeals to firms with constrained legacy systems. 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, as reflected in its category leader position in Chartis' RiskTech Quadrant for Wealth Management CLM."

Appian's Customer Lifecycle Management suite of solutions includes Connected Onboarding, Connected Servicing, and Connected KYC. These solutions enable financial institutions to streamline onboarding and KYC workflows with automation and adaptability, aggregate client data across systems for a unified view, and improve client servicing through intuitive, self-service experiences.

Learn how Appian helps financial institutions modernize their systems and services through AI and process orchestration.

About Appian

Appian is The Process Company. We deliver a software platform that helps organizations run better processes that reduce costs, improve customer experiences, and gain a strategic edge. Committed to client success, we serve many of the world's largest companies across various industries. For more information, visit appian.com. [Nasdaq: APPN]

Follow Appian: LinkedIn, X (Twitter)

SOURCE Appian