Case Study: Largest Privately Owned and Managed Financial Services Firm achieves 23% ROI and faster transactions with Vuram and Appian

23% Roi Achieved by Usa Bank Post Automation With Appian

The largest privately owned and managed financial services firm in the United States, serving private banking and investor services, was struggling with manual, paper-based processes, scattered customer communications, and difficult document retrieval. These inefficiencies led to poor data management, limited transparency, lengthy request cycles of up to two months, and cumbersome manual reporting for audits. Vuram helped address these issues using Appian.

Vuram implemented a holistic Appian-based solution with a customer portal, centralized document management, improved security, and auditing packages to streamline interactions and process tracking. As a result, requests that once took months were completed in weeks, paperwork and back-and-forth communication were significantly reduced, and productivity improved. The firm also achieved 23% ROI, onboarded 200+ users, and expanded the solution from one team to the broader department and beyond.