This is our story of leveraging Appian to automate critical processes for a leading investment management company.
As we know…
The investment management industry is intensely competitive, demanding firms efficiently oversee various operations. However, many companies still rely on legacy systems and outdated processes, leading to operational inefficiencies. There is a pressing demand for advanced automation systems to significantly boost productivity and enable users to focus on mission-critical tasks.
The challenge for the client was…
It faced significant operational inefficiencies due to reliance on legacy systems, spreadsheets and e-mails. Their core processes – onboarding investors, maintaining investor records, managing portfolios, processing subscriptions and redemptions, and generating reports – were fragmented and lacked visibility. The manual process of sending hundreds of investor reports through e-mail was particularly time-consuming, prone to human error and lacked workflow control, hindering productivity and the ability to focus on critical tasks.
As the business transformation partner…
WNS-Vuram proposed the Appian platform to streamline and automate the client’s investment-related processes. The Appian solution replaced legacy systems and introduced automatic investment management across the entire investment lifecycle, encompassing processes from onboarding investors to managing subscriptions, redemptions, departmental sign-offs and sending reporting e-mails. Key features of the solution included:
Workflow Automation
Appian enabled users to create, allocate, re-assign and trace tasks, improving visibility and control over various approval workflows
Record Management
Facilitated the maintenance of comprehensive records, such as fund, broker and subscription records
Collaboration
Enhanced inter-departmental collaboration by automating task notifications and reducing dependencies
Automated the generation and distribution of periodic reports, enabling users to send over 150 reports with improved accuracy in seconds
E-mail Integration
Automated the reading, interpreting and processing of e-mails from vendors, distributing the information for necessary approvals
WNS-Vuram’s extensive experience with Appian allowed us to build over 15 applications, improving client reporting, broker onboarding, historical data maintenance, task triggers and invoicing, with modern user interface features and continuous suggestions for enhancements.
The automated solution…
Delivered significant benefits for the client through the broader impact of investment automation, including…
Operational Efficiency
Streamlined business processes, reduced manual efforts and increased productivity
Enhanced Reporting
Improved accuracy and speed of report generation, with over 150 reports sent monthly
Investor Management
Facilitated onboarding of over 400 investors into the system
Process Visibility
Enabled easy access and retrieval of historical information and provided better tracking and auditing capabilities
Business Impact
The suite of Appian applications integrated into daily operations led to substantial time savings and process throughput improvement
WNS-Vuram's seven-year partnership with the client fostered a strong, trust-based relationship. We provided flexibility in design decisions, proactive communication about roadblocks and continuous improvements, driving the client's growth and operational success.
Client Testimonial
“We wanted to thank the team at WNS-Vuram for all the hard work they have put into this project. As there were a lot of infrastructure changes that unfortunately shared the same deadlines, WNS-Vuram members have taken a lot of stress. We want to express our gratitude for being very accommodating and patient in supporting us. We rely very heavily on Appian, and without the team’s efforts, we’d be having a much more difficult time incorporating all of these system changes into our processes. WNS-Vuram is a massive asset to us! They are doing excellent work.”
Associate Director
FAQs
1. How can intelligent automation improve operational efficiency for investment management firms?
Intelligent automation helps investment management firms streamline complex workflows such as investor onboarding, portfolio servicing, reporting and approval management across fragmented systems. By automating repetitive tasks and integrating disconnected processes, firms can improve productivity, reduce manual errors and enhance operational visibility. WNS helps investment firms modernize operations through AI-powered automation, workflow orchestration and scalable digital transformation frameworks.
2. Why are investment management firms investing in low-code and workflow automation platforms?
Investment management firms are under increasing pressure to improve agility, scale operations efficiently and deliver seamless investor experiences while managing operational complexity and compliance requirements. Low-code platforms such as Appian enable rapid deployment of automated workflows, centralized process management and faster operational transformation. WNS-Vuram enables firms to accelerate digital modernization through intelligent automation ecosystems tailored for investment operations.
3. How do AI and automation improve investor management and reporting operations?
AI and automation improve investor management by streamlining onboarding, maintaining centralized records and automating communication and reporting workflows. Automated reporting systems improve accuracy, reduce turnaround times and enhance investor servicing through real-time process visibility. WNS implemented automation capabilities that enabled the client to generate and distribute over 150 investor reports monthly with greater efficiency and control.
4. What operational challenges can automation-led investment operations transformation solve?
Automation-led transformation helps investment firms address challenges such as fragmented legacy systems, spreadsheet-driven workflows, manual approvals and limited process transparency. Intelligent workflow orchestration improves collaboration, auditability and scalability across investment lifecycle operations while reducing operational bottlenecks. WNS enables investment managers to transition from siloed, manual operating models to connected, insight-driven digital ecosystems.
5. Why should investment management firms partner with WNS for intelligent operations transformation?
WNS combines deep financial services expertise with advanced AI, analytics, Appian-powered automation and intelligent operations capabilities to help investment firms modernize business operations at scale. From investor lifecycle management and workflow automation to reporting transformation and operational intelligence, WNS enables firms to improve efficiency, strengthen governance and build resilient, future-ready investment operations ecosystems.