Three-year, risk-adjusted

169% ROI Return On Investment

That’s what a financial services organization achieved on the Flowable Agentic Case Platform, according to a commissioned Total Economic Impact™ study by Forrester Consulting.
The study looked at how the organization modernized customer onboarding and KYC on a single governed platform.

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169% Return on investment

Three-year, risk-adjusted

$4.3M Total benefits (PV)

Present value over three years (CHF 3.5M)

$2.7M Net present value

At a 10% discount rate (CHF 2.2M)

CHF figures in brackets are approximate, converted at today's CHF/USD exchange rate (1 CHF ≈ $1.22).

Where the value comes from

Five benefit areas, one governed platform.

Forrester quantified five distinct areas where the Flowable Agentic Case Platform paid for itself, from faster onboarding to lighter compliance overhead.

01
85% less manual effort in customer onboarding

Onboarding requests that took up to 3 hours of manual handling now need 15 to 30 minutes, reserved for exceptions.

$1.7M (PV) (CHF 1.4M)

02
50% less customer drop-off during onboarding

Faster, more consistent onboarding kept more prospective customers from abandoning the process.

$903K (PV) (CHF 739K)

03
74% less time to onboard new developers

A standardized, low-code environment cut developer ramp-up from roughly 260 hours to 68.

$688K (PV) (CHF 563K)

04
2.5 FTEs of IT effort freed from legacy upkeep

As processes migrated to Flowable, technical staff shifted from legacy maintenance to new initiatives.

$522K (PV) (CHF 427K)

05
40% less KYC processing effort by year three

Centralized customer information and automated routing cut duplicate work in KYC reviews.

$420K (PV) (CHF 344K)

06
Stronger auditability and a modernized foundation

A complete record of workflow actions, centralized documentation, and a platform built to adapt to new regulatory requirements.

Unquantified

Three-year present value

Benefits, ranked.

The value is spread across the full customer and compliance lifecycle.

  1. Retail onboarding productivity$1.7MCHF 1.4M
  2. Improved onboarding operating profit$903KCHF 739K
  3. Developer & business-user training$688KCHF 563K
  4. Reduced legacy system maintenance$522KCHF 427K
  5. Retail KYC process productivity$420KCHF 344K

Three-year, risk-adjusted present value by benefit area. Source: Forrester Consulting, “The Total Economic Impact™ Of The Flowable Case Platform,” August 2026.

In their words

What the interviewee told Forrester.

“With Flowable, we have the process from A to Z, and we are able to address all the points. That was not the case until now.”

IT, finance, and risk project manager, financial services

“The organization wanted to have a process engine to be able to organize processes, be reactive when we need to change elements, and have a better understanding of all the dependencies we have in our systems.”

IT, finance, and risk project manager, financial services
Where this goes next

From automated workflows to agentic case management.

The organization Forrester studied built its foundation on the Flowable Case Platform, with a planned upgrade to Flowable's Agentic Case Platform: AI agents handling routine steps inside the same governed case model, with humans owning the decisions that carry risk.

The study below is where the numbers on this page come from, and where the business case for agentic workflow automation starts.

Read the complete Forrester TEI study.

28 pages covering the customer journey, full benefit and cost modeling, risk adjustments, and Forrester's TEI methodology.

  • Line-by-line financial modeling for all five benefit areas

  • The full cost breakdown behind the 169% ROI figure

  • Forrester's TEI framework and risk-adjustment methodology

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