De-risk AI innovations in banking and financial services
Embed agentic AI into critical processes for greater agility, better customer experiences, and lower operational costs.
AI brings efficiency. Everything becomes a lot more automated and dynamic. Our Digital Fraud Agents protect customers and save 21 minutes per case.
Mitesh Chudasama, Technology Domain Lead, NatWest
Trusted by the world’s leading banks and financial institutions
62% of value
from embedding AI into core business processes.
3x ROI
from strategically scaling AI across the business.
84% of execs
won’t achieve their growth objectives unless they scale AI.
Accelerate AI from potential to profits
Embedding AI across all banking functions drives business efficiency and saves significant costs – if deployed with the right foundation.
Financial firms need battle-tested tools to bridge the gap between AI dreams and operational reality. Give your organization an open, composable platform to orchestrate complex processes and securely embed agentic AI into core business areas without losing control.
High Impact Use Cases
Customer Onboarding
Deploy AI agents to facilitate perpetual KYC, process documentation, and make risk-based escalations autonomously.
Trading Operations
Duplicate your best fund managers to deliver real-time trading strategies based on market dynamics and risk levels with guardrails.
Wealth Management
Orchestrate AI agents to use internal data models to offer tailored investment advice or personalized products at optimal times.
Fraud Prevention
Coordinate teams of specialized AI agents and tooling to continuously monitor, investigate, and stop suspicious threats.
Reimagine complex, high-stakes work with agentic orchestration
Deploy AI agents that improve customer experience and cost-to-serve — while staying in total control.
Build and deploy AI agents
Orchestrate agents and systems
Transform valuable processes
“AI brings efficiency. Everything becomes a lot more automated and dynamic. Our Digital Fraud Agents protect customers and save 21 minutes per case.”
Mitesh Chudasama
Technology Domain Lead · NatWest
Financial services and banking need secure, scalable, and resilient processes
Sometimes the greatest risk is not changing.
Banks and financial institutions navigate volatile markets, disruptive fintech competitors, and ever-evolving regulations. Many have adopted new technologies to address issues, but systems with various endpoints often remain siloed, hindering efficiency and innovation.
Process orchestration streamlines complexity.
Banks and financial service providers need to move beyond outdated legacy systems and embrace agility to create more value for their customers. Moving forward, these organizations need process orchestration to enable innovation today — and long into the future.
Improve capital efficiency
Banks struggle with high operational costs due to legacy systems and changing regulations. Process orchestration reduces costs and frees up resources while supporting compliance by automating compliance checks into processes, saving time and avoiding fines.
Meet modern customer demands
Customers want seamless, digital-first experiences. Traditional processes can't keep up. Process orchestration connects user journeys and workflows and enables banks to personalize offerings with real-time data, ensuring a smoother user experience.
Thrive in the future of banking
Open banking is revolutionizing the industry but it requires agility and innovation. Process orchestration helps banks integrate with third-party apps and platforms, unlocking open and embedded banking opportunities and keeping them competitive.
Support employee success
Financial firms need skilled workers but repetitive tasks slow employees down. Process orchestration streamlines workflows by giving the right tools to employees to tackle low-value tasks upfront and free up time for higher-value work.
HIGH VOLUME REAL-TIME PAYMENTS
A leading global financial transaction provider achieved 520 process instances per second with an average latency of 200ms using Camunda 8.
More Customer Success Stories
$112.1m
Net-present value over three years
Source: The Total Economic Impact™ Of Camunda For Enterprises, a commissioned research by Forrester
70%
cost reduction reengineering processes using multiple tools
408%
Return on investment (ROI) over three years
Source: The Total Economic Impact™ Of Camunda For Enterprises, a commissioned research by Forrester
Achieve breakthrough business outcomes
Camunda gives banks and financial institutions a developer-friendly platform to deliver new projects — or improve existing processes rapidly — to outpace competitors.
Better Customer Experiences
Improve KYC automation, AML, due diligence, and account management activities to give clients the seamless digital experiences they expect.
Simplify compliance and reporting
Ensure every process adheres to strict regulatory requirements such as PSD2 and Basel III, or SOX and the Bank Secrecy Act, to simplify reporting.
Build a scalable automation platform
Accelerate digital transformation with a cloud-native, scalable architecture that enables your team to deliver new solutions, faster.
Streamline trade operations
Enrich trade data to simplify exceptions and improve processing rates when reconciling trades to achieve T+1 settlements at any scale.
Process payments in real time
Initiate, clear, and settle transactions almost instantly to better manage cash positions and cross-border payments at consistently low latencies.
Reduce risk intelligently
Unite your fraud, risk, and compliance processes so that you can protect your assets and quickly adapt to new regulations without disruption.
Start fast without starting from scratch
Use proven solution accelerators to speed up delivery of high-impact banking processes with flexibility to meet your unique needs.
Agentic Transaction Monitoring
Reduce false positives, and automate investigations using AI that learns and improves.
Discover How
Trade Exception Management Agents
Speed up resolutions 45% by orchestrating the full trade lifecycle with agentic AI.
Try Now
Agentic AI Call Quality Audits
Review every customer call, reduce audit times by 94%, and provide performance coaching in real time.
Discover How
Agentic Transaction Monitoring
Reduce false positives, and automate investigations using AI that learns and improves.
Discover How
Trade Exception Management Agents
Speed up resolutions 45% by orchestrating the full trade lifecycle with agentic AI.
Try Now
Agentic AI Call Quality Audits
Review every customer call, reduce audit times by 94%, and provide performance coaching in real time.
Discover How
Compliance Monitoring Agents
Catch policy violations in real time, enforce rules, and provide full audit trails with multi-channel insights.
Learn more
Smart APP-Fraud Reimbursement
Speed up resolutions by orchestrating the full reimbursement lifecycle with agentic AI.
Learn more
Agentic Customer Service
Deliver better customer experiences without adding headcount while resolving inquiries in 58% less time.
Learn more
“To achieve the desired efficiency gains, we needed a much higher degree of automation in our processes, and Camunda’s capabilities fit our needs well. It is modern, easy to integrate with, and gives us flexibility when designing our processes.”
Eric Lind
Chief Information Officer · Bluestep Bank
Retail banking
Commercial banking
Capital markets and wealth
Process orchestration enables retail banks to reimagine customer journeys from end to end. Whether streamlining loan processes with AI-powered decisioning to ensuring customers have a frictionless experience moving from app to local branch and back again, process orchestration helps you outpace the competition by delivering more relevant products faster while reducing the risk of change.
High-quality client relationships are paramount to build a following of loyal customers. To achieve these goals, firms must streamline and transform their business processes end to end to deliver differentiated experiences. Whether reducing fraud potential in real-time payments or building new, value-added services for your clients, process orchestration enables you to drive change.
Seamless experiences drive success in capital markets and wealth management. From personalized investment advice and effortless KYC to automated trade lifecycles and AI-infused exception handling, process orchestration drives lasting value across your firm. Streamline Due Diligence 75% faster with 4-hour SLAs and 25-minute handle times through end-to-end digital/human orchestration.
Delight customers with seamless experiences and by delivering meaningful new products and services tailored to their needs.
Reduce the lending cycle by connecting every step of your process from end-to-end and improve SLAs by 75%.
Eliminate 100% of pre-trade errors and reduce exception handling time by 45% or more.
9 of the top 10 US banks trust Camunda
Banks and financial institutions choose Camunda to seamlessly orchestrate processes, taming complexity and increasing efficiency as a result.
Handle high-performance processes
Our cloud-native workflow engine can handle high volumes of transactions at consistently low latency, with failover protection that keeps your data safe.
Zeebe Workflow EngineTame complexity from end to end
Automate advanced workflows that use any technology, such as event streams, legacy or proprietary systems, and even humans in the loop.
Camunda 8Align teams with one visual model
Bring business and IT teams together to develop more innovative solutions by using BPMN and DMN.
Model business processesUse your favorite tools and languages
Camunda’s developer-friendly design allows IT teams to use preferred languages and tooling to build new solutions.
Learn more
Scalable, Reusable Automation Platform
The 5th largest US bank automated 6,500 workflows with 60,000 users and 6m tasks per week.
More customer success storiesDiscover how NatWest leverages Camunda to revolutionize fraud detection and operationalize AI at scale for critical banking applications.
NatWest's Journey to Operationalize AI with Camunda
Joanne Barry & Milesh Chudasama, NatWest Group
Deliver Best-in-Class Customer Experiences
The 10th largest US Bank created an omnichannel onboarding platform that handles 12m process instances per year across 100 workflows
Accelerate your project with the help of our global expert network
Our network of trusted partners can help you streamline your workflows and achieve your goals with Camunda.
Training & Documentation content
We have a vibrant community of over 100,000 developers worldwide that use Camunda to orchestrate and transform complex processes.
Helpful Documentation
Get all step-by-step guides and reference docs you need to build, deploy, and operate processes with Camunda.
View documentation
On-Demand Training
Camunda Academy provides anyone with free, unlimited on-demand training — build skills at your own pace.
Join the Academy
Resources to increase organization-wide agility and innovation
Scaling AI Innovation in Financial Services
Streamline processes to create more personalized experiences to win and retain customers.
Download guideHow Banking and Financial Services Companies Can Deliver Compelling Customer Experiences
Learn how to overcome challenges to deliver omnichannel experiences.
Download guideAchieve Operational Excellence in Banking and Financial Services
Overcome the point solution value trap with a longer-term automation approach.
Download guide
Security at Camunda
We're committed to maintaining the highest information security, privacy and compliance standards.
Read about GDPR, SOC 2, ISO/IEC 27001, our privacy statements, and more.
“With BPMN, I can show a flow to my business partner, and the business team can easily understand what’s going on. The technical team can understand the implementation, and we can model different errors and the process for recovering from these errors.”
Gustavo Arjones
CTO · Itaú Unibanco