Case Study: Allan Gray achieves 20% faster transaction processing and 70% fewer indexing errors with Appian

Allan Gray Intelligent Client Onboarding Process Automation

Allan Gray, founded in 1973, is Africa’s largest privately owned investment management firm, managing over USD $40 billion across equity, fixed interest and multi-asset mandates. The firm struggled with outdated, hard-to-use legacy systems that were costly to maintain and hindered the rollout of new CRM capabilities, including workflow management, transaction processing, business logic and KYC functionality.

After evaluating the Gartner iBPMS report, Allan Gray implemented Appian to replace legacy capture screens while retaining their core CRM. The change drove up to a 20% increase in transaction processing speed, reduced indexing errors by 70%, improved user experience, and shortened delivery cycles for new apps and features from 6–12 months to 2–3 months.

Allan Gray