Turn siloed automation and agentic AI efforts into measurable business value. Orchestrate with a modern, scalable toolkit that maximizes returns on your automation investments.
Business process management tech and low-code / no-code process implementation
Overview
Siloed tools and disconnected initiatives often lead to underwhelming outcomes. By grounding automation and AI in business objectives, rethinking operating models, and aligning stakeholders, we connect strategy to execution and improve returns on automation investments. Together, we orchestrate a modern toolkit across workflow and case management, low-code, process mining, robotic process automation, analytics, AI/ML, and AI agents, supported by governance and talent enablement needed to scale.
Market trends
Capabilities
- Strategy and operating model design
- Opportunity and process assessment
- Low-code platform implementation
- AI-augmented automation
- Tooling and infrastructure
- Change management and adoption
Strategy and operating model design
Align automation and AI to your business objectives and define an operating model built to scale. We clarify ownership across business process management (BPM), RPA, analytics, and AI, and establish the governance, funding, intake, prioritization, and value tracking needed to keep initiatives focused and measurable.
Opportunity and process assessment
Create end-to-end process visibility and an objective fact base for action using process mining, documentation analyzers, and diagnostic accelerators. We help pinpoint bottlenecks, quantify potential benefits, and assess hyper automation readiness across people, process, data, and technology.
Low-code platform implementation
Digitize and orchestrate end-to-end workflows and case management with low-code platforms to help accelerate delivery, improve control and transparency, and enable data-driven decisions. We implement the tools that fit your environment, including Pega, Appian, Amazon Quick, Microsoft Power Platform, and Power BI.
AI-augmented automation
Integrate AI/ML and AI agents into workflows to improve decisioning, intelligent document processing (IDP), and user interactions. This moves automation beyond tasks toward scalable, governed decision support and workflow automation, with stronger knowledge-capture, access, and reuse across the enterprise.
Tooling and infrastructure
Reduce complexity from siloed tools through rationalization and integration design. We standardize patterns, strengthen security and controls, and optimize infrastructure so workflows and automations can be deployed faster and run reliably.
Change management and adoption
Drive sustained adoption with role-based enablement, targeted communications, and practical new ways of working. We build citizen developer and business owner capability, strengthen business-IT alignment, and support governance so solutions scale responsibly.
Use cases
PwC designs and implements a scalable, end-to-end Anti-Money Laundering (AML) and Know Your Customer (KYC) solution that streamlines onboarding and financial crimes operations. The platform unifies due diligence in a configurable framework, using workflow automation and event-driven data to improve efficiency, standardize processes, and strengthen compliance across the KYC lifecycle.
Built on Pega’s modular architecture, the solution supports onboarding, AML/KYC reviews, tax documentation, and investigations. Enterprise integrations reduce manual handoffs, lower operational risk, and improve accuracy, while real-time dashboards enhance SLA monitoring, workload visibility, and audit readiness.
Designed to scale across lines of business and jurisdictions, the platform helps organizations adapt to evolving regulations and growth. As part of a broader financial crimes transformation, PwC’s AML/KYC solution enables enterprises to manage risk and compliance with agility and control.
We transformed a fragmented RPA capability into an enterprise automation function by establishing governance, risk controls, and a standardized delivery model. A “bot factory” approach scaled automation across advisory and operations, improving reporting, accelerating reconciliations, and eliminating thousands of manual hours—embedding automation into the operating model and preparing the foundation for AI.
Rather than building a separate GenAI team, we evolved the function in place. RPA developers were upskilled and integrated with generative AI engineers in multidisciplinary pods. RPA manages system access, orchestration, and controls, while GenAI adds reasoning and analysis.
The model now powers secure content classification, tax data extraction and reconciliation, SOC-1 compliance reviews, and a governed AI-enabled executive avatar. The result is a scalable approach that combines deterministic automation with intelligent agents in a regulated financial environment.
Deal settlement at alternative investment firms often relies on manual steps, email-driven workflows, and disconnected systems requiring coordination across numerous stakeholders. Fragmented processes and data limit visibility and force skilled teams to perform non-value-added tasks. As firms grow, onboarding deals becomes more resource intensive, with scale tied to headcount.
Appian acts as an orchestration layer across the deal lifecycle, redesigning processes end to end to eliminate bottlenecks and improve consistency. Integration with core platforms such as CRM, ERP, and content systems creates a connected transaction environment.
Robotics and AI further enhance efficiency, with RPA handling high-volume tasks and intelligent document processing supporting data extraction and review. The result is a scalable, automated settlement model that improves transparency and enables growth without proportional increases in staff.
Insights
Automation and AI tools are everywhere, but scattered investments can limit real impact. The difference is connecting them to business objectives through clear ownership, governance, and a strategy that scales. We help clients bring it all together, so automation becomes a lasting capability
Kevin KroenPrincipal and Offering Leader, PwC USCase studies
