Banking gets simpler with smarter, faster transactions
Overview
A leading American capital markets and financial services firm set out to transform its transaction processing, which was burdened by manual, error-prone workflows.
By partnering with us and leveraging Camunda’s workflow and decision automation platform, the client automated transaction matching, reduced manual interventions and achieved significant cost savings, while ensuring future scalability and operational excellence.
The Challenge
The client’s transaction management process relied heavily on manual data matching and processing across multiple channels. This siloed, region-specific approach led to inefficiencies, increased error rates and slow turnaround times, making it difficult to meet customer expectations and scale operations efficiently.
The Solution
We deployed a robust workflow and decision automation framework using Camunda. Key actions included:
- Automated transaction matching using Camunda’s process orchestrator, reducing manual effort
- Implemented a decoupled architecture to support Camunda 8 upgrades and future scalability
- Enabled versioning and governance for more than 26,000 evolving business rules
- Improved production support and issue triage to strengthen operational resilience
The Impact
The transformation delivered measurable results across key business metrics.
- Transaction processing costs were reduced by 25% through automation
- Turnaround time was reduced to six hours, significantly improving service speed and end-user experience
- False positive channel conflicts were reduced by 60%, minimizing operational disruptions
- Production support improved, with no major issues reported post-deployment
Beyond the Numbers
By automating transaction processing, the client not only reduced costs but also empowered regional teams to focus on higher-value activities. The new workflow fostered greater accuracy, agility and collaboration, enabling the company to deliver a superior customer experience and adapt quickly to changing business requirements in the fast-paced financial sector.
Celebrating Success
Our partnership with this capital markets leader highlights the transformative potential of intelligent workflow automation in financial services. The Cloud Evolution report notes that 76% of organizations are adopting platform engineering practices, including automated workflows and self-service infrastructure, to accelerate cloud-native application delivery and enhance operational efficiency. This success demonstrates how financial institutions can reduce costs, improve accuracy and deliver faster services by embracing modern automation frameworks.
As a trusted transformation partner, we continue to help financial services firms drive innovation and resilience in a rapidly evolving landscape.
