List of Appian IDP Customers
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United States
Since 2010, our global team of researchers has been studying Appian IDP customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Appian IDP for Intelligent Document Processing from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Appian IDP for Intelligent Document Processing include: Bank of America, a United States based Banking and Financial Services organisation with 213000 employees and revenues of $101.89 billion, First Republic Bank, a United States based Banking and Financial Services organisation with 7200 employees and revenues of $5.77 billion, Bank of the West, a United States based Banking and Financial Services organisation with 9261 employees and revenues of $2.75 billion, Bendigo and Adelaide Bank Group, a Australia based Banking and Financial Services organisation with 4762 employees and revenues of $1.26 billion, Riyadh Airports Company, a Saudi Arabia based Transportation organisation with 1200 employees and revenues of $256.0 million and many others.
Contact us if you need a completed and verified list of companies using Appian IDP, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Appian IDP customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Addiko Bank | Banking and Financial Services | 2475 | $248M | Austria | Appian | Appian IDP | Intelligent Document Processing | 2018 | n/a |
In 2018 Addiko Bank implemented Appian IDP in the Apps Category to simplify retail loan intake and accelerate credit decisioning. The deployment focused on automating end to end loan processing workflows and introducing time to yes decisioning for consumer and small business lending. The implementation targeted Addiko's regional operations across South and Eastern Europe, aligning application logic with the bank's lending policy and customer servicing functions.
Appian IDP was configured to capture and process application documents, extract structured data, and feed that data into automated underwriting flows and case management. The solution combined workflow orchestration, rule based decisioning and exception routing to support loan officer review and final approval steps. Configuration emphasized faster straight through processing where possible and human in the loop reviews for higher risk cases.
Governance aligned process owners in lending, credit risk and customer service to the new Appian IDP workflows, with role based approvals and operational service level objectives aimed at a three working day time to yes. As implemented, Addiko decreased average customer waiting time by half and achieved lending decisions within three working days, unlocking large savings and improving the bank's competitiveness, a change noted to influence banking practices in South and Eastern Europe. Operational coverage centered on loan origination and credit decisioning with ongoing oversight from the bank's lending governance team.
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Bank of America | Banking and Financial Services | 213000 | $101.9B | United States | Appian | Appian IDP | Intelligent Document Processing | 2021 | n/a |
In 2021, Bank of America implemented Appian IDP under the Intelligent Document Processing category to support mortgage document handling across the loan lifecycle. Bank of America Appian IDP Intelligent Document Processing supports mortgage operations by ingesting and managing Conventional, FHA and VA loans from origination through post closing, and by handling document preparation, quality assurance review and deferment processing for existing customers.
The Appian IDP deployment emphasized document ingestion, automated classification and data extraction, manual data entry workflows for exceptions, and QA review queues. Appian IDP was configured to log reviewed loan documentation directly into the system, create case records for individual loans, capture extracted metadata for downstream processing and route documents into supervised review and approval workflows.
Operational coverage included origination, underwriting support, closing and post closing activities as well as loan servicing tasks related to deferments and modifications. The implementation focused on standardizing document review and logging practices across mortgage processing teams, with role based access controls, audit trail capture and defined reviewer handoffs to ensure traceability of data entry and QA decisions.
Governance changes centered on formalizing review checkpoints and document handling procedures within Appian IDP, embedding quality assurance steps into routing logic and instituting consistent documentation standards for Conventional, FHA and VA loan files. The rollout prioritized workflow orchestration and case management capabilities of Appian IDP to reduce variability in document preparation, review and logging across the bank's mortgage operations.
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Bank of the West | Banking and Financial Services | 9261 | $2.8B | United States | Appian | Appian IDP | Intelligent Document Processing | 2018 | n/a |
In 2018 Bank of the West implemented Appian IDP Apps Category. The deployment concentrated on automating document intake and case orchestration for commercial credit card and Reserve line loan applications within the bank's commercial servicing operations.
Appian IDP was configured to capture incoming documents, extract structured and unstructured data, apply validation rules and route cases to commercial processors for manual verification. Functional capabilities described in the implementation included document capture, optical character recognition, field extraction, validation checkpoints and workflow routing to case queues, with Appian IDP surfacing extracted fields and source images for reviewer confirmation.
Operational coverage targeted the bank's commercial loan processing teams, where a commercial processor reviews applications for credit cards and Reserve line loans, confirms completeness and supporting documents, and sends the reviewed loan to booking. Governance centered on role based case ownership, document staging and a review to booking handoff as the primary operational control.
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Bendigo and Adelaide Bank Group | Banking and Financial Services | 4762 | $1.3B | Australia | Appian | Appian IDP | Intelligent Document Processing | 2019 | n/a |
In 2019, Bendigo and Adelaide Bank Group implemented Appian IDP as part of a broader Intelligent Document Processing initiative. Over an 18 month rollout the bank deployed 25 customer focused enterprise applications on the Appian platform and supported an additional 12 citizen developer Appian applications through the In Business Programme.
Appian IDP was configured to provide document ingestion, optical character recognition, automated classification, data extraction, validation, and workflow orchestration within Appian BPM applications. These Intelligent Document Processing capabilities were leveraged to automate document centric processes and to populate Appian forms and process models with extracted data.
Operational scope for the Appian estate included core banking functions such as ATM Management, Credit Card Management, Fraud Management, Disputes, Loans, Mortgages, and Merchant Services among others. Nearly every enterprise application on Appian was designated by the bank as a Tier 1 critical customer impacting process, reflecting enterprise wide coverage across retail and commercial banking activities.
Governance and rollout emphasized the In Business Programme to enable citizen developers alongside centralized process ownership for Tier 1 workflows, positioning Appian IDP and the Appian platform as the bank's enterprise BPM and applications platform. The implementation supported a stated vision of broad internal adoption, aligning Intelligent Document Processing with application lifecycle management and process governance.
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Clayton Holdings | Banking and Financial Services | 500 | $70M | United States | Appian | Appian IDP | Intelligent Document Processing | 2015 | n/a |
In 2015, Clayton Holdings deployed Appian IDP to support Intelligent Document Processing for its lending operations. Clayton Holdings Appian IDP Intelligent Document Processing supports underwriting and due diligence business functions across multiple loan projects.
The Appian IDP implementation encompassed document ingestion, PDF consolidation and indexing, document extraction and movement, folder creation and upload, and structured capture of verification data. Functional activities performed through the system included obtaining written and verbal employment verifications, deposit verifications, ordering credit reports, 4506-T tax transcript orders, Social Security verifications, Data Verify reporting, appraisals, AVM and field review management, and combining and indexing PDF files.
The deployment integrated explicitly with Adobe Acrobat for PDF combining and indexing, used Excel tracking spreadsheets to organize loans and verifications of employment, and interfaced operationally with Clayton's proprietary E-clas loan system for loan data entry and with the Appian loan Tracking System for workflow completion. Operational coverage included project transaction managers, project leads, and underwriting and due diligence teams, with periodic communication to external financial institutions regarding loan delivery and turnaround times.
Governance and day to day workflow relied on Excel trackers alongside Appian IDP records, with staff creating folders, extracting and moving documents, uploading files, and completing Appian loan Tracking System entries. The implementation supported production volumes averaging 40 to 70 loans per day depending on project needs, with processes organized around verification capture, document indexing, and loan record completion.
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Banking and Financial Services | 7200 | $5.8B | United States | Appian | Appian IDP | Intelligent Document Processing | 2016 | n/a |
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Banking and Financial Services | 300 | $56M | United States | Appian | Appian IDP | Intelligent Document Processing | 2020 | n/a |
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Transportation | 1200 | $256M | Saudi Arabia | Appian | Appian IDP | Intelligent Document Processing | 2018 | n/a |
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Banking and Financial Services | 41 | $7M | Australia | Appian | Appian IDP | Intelligent Document Processing | 2025 | n/a |
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Buyer Intent: Companies Evaluating Appian IDP
- Bytes 'N Colours Australia, a Australia based Manufacturing organization with 10 Employees
- Tech Tammina, a United States based Professional Services company with 520 Employees
Discover Software Buyers actively Evaluating Enterprise Applications
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