Appian announced that Netwealth has modernised its client and advisor case management system on the Appian AI Process Platform. The Netwealth system, called "Netflow," uses Appian's data fabric, automation technologies, and Private AI architecture to accelerate work, increase self-service options, and deliver enhanced experiences to staff and clients. Netflow utilises Appian's email classification AI Skill to automate the previously manual triage of case creation failure messages.

Under the old system, employees had to open each email, discover the reason for failure, and direct it to the appropriate team for resolution. Using AI, the new system bypasses manual review and automatically identifies the team best-suited to resolve the issue, allowing teams to fix customer issues faster. Netwealth's IT developers trained the email classification AI Skill to achieve a 98% accuracy rate in just a few minutes.