Netwealth and Appian Revolutionize Email Classification with AI Integration

Netwealth, a prominent wealth management firm in Australia, has revolutionized its email classification process by integrating Appian's cutting-edge AI technology. This innovative approach has significantly streamlined their operations, leading to faster resolution of customer issues.

Previously, Netwealth employees had to manually review and assign failure messages, a time-consuming task that often resulted in delays. With the implementation of Appian's AI Skill, the system now autonomously identifies the root cause of failures and directs them to the appropriate team, eliminating the need for manual intervention.

Netwealth's IT developers have achieved an impressive 98% accuracy rate in training the AI Skill, showcasing their dedication to enhancing efficiency. This aligns with Netwealth's overarching goal of optimizing back-office processes and improving client service quality.

By leveraging Appian's scalable cloud architecture, Netwealth has seamlessly integrated the AI technology with their existing IT systems, such as Microsoft SharePoint, PowerBI, and Zendesk. This integration has enabled Netwealth to expand from a single workflow to over 30 tailored workflows, resulting in better decision-making and reduced internal inquiries.

Furthermore, Netwealth utilized the 'Appian Accelerate' service to upskill their IT development team, empowering them to independently enhance Netflow and drive continuous improvements. This strategic initiative has provided Netwealth with greater control over system enhancements and the ability to develop new applications to meet evolving business needs.

Appian, a renowned software company specializing in business process automation, offers the AI Process Platform to optimize workflows and enhance operational efficiency. Organizations worldwide trust Appian to streamline processes, consolidate data, and deliver superior customer experiences, driving growth and success.

The collaboration between Netwealth and Appian exemplifies the power of AI in revolutionizing traditional processes and enhancing business operations. By embracing innovative technologies, Netwealth has not only improved efficiency but also elevated customer service standards, setting a benchmark for excellence in the wealth management industry.