Financial Services Institutions have especially complex environments, but must be able to serve their customers with simpler processes and personalized experiences. However, point solutions and legacy systems have created disjointed experiences and workflows for customers and agents alike, leading to poor customer experience (CX). In this live event, join Appian thought leaders Michael … Continue Reading...

Once you’ve revealed what’s behind the curtain, your next job is to drive the sale home with some old-fashioned psychology. This is where you remind them of their misery and how your product can swoop in to save them. Create a visual of success they can relate to, and use the word “imagine,” as it’s one of the most powerful words in the English language.


Using Webinar software participants can share audio, documents and applications with webinar attendees. This is useful when the webinar host is conducting a lecture or information session. While the presenter is speaking they can share desktop applications and documents. Today, many webinar services offer live streaming options or the ability to record your webinar and publish to YouTube and other service later.
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