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Capital BPM drives efficiency and innovation for Greylock Federal Credit Union with Camunda at CamundaCon NYC 2024

Platinum Partner helps credit union leverage Camunda 8 to streamline operations and enhance member experience

GREENVILLE, SC (November 13, 2024) |

Capital BPM, a leading provider of business process management and automation solutions, today announced its successful partnership with Greylock Federal Credit Union at CamundaCon NYC 2024. Max Young from Capital BPM and Jeremy Warren, VP of Programming and Project Management at Greylock Federal Credit Union, presented their joint success story, highlighting how Capital BPM's expertise and Camunda's process automation platform have enabled Greylock to achieve significant improvements in efficiency and member satisfaction.

Young spoke about Capital BPM's positive experience working with Greylock and the power of Camunda's platform to drive innovation and efficiency for financial institutions. He expressed excitement for the potential of Camunda 8 to further optimize Greylock's operations, particularly through integrations like DocuSign and Teams, and the potential of Camunda's Intelligent Document Processing (IDP) capabilities.

Greylock Federal Credit Union initially implemented Camunda to automate its ACH dispute process. This implementation, guided by Capital BPM, allowed for rapid and efficient handling of these disputes, improving both member and end-user satisfaction. The team capitalized on the flexibility of Camunda to meet specific community development financial institution requirements that were not addressed by their new vendor's solution.

Greylock's successful experience with Camunda, coupled with Capital BPM's expert guidance, led them to undertake the migration from Camunda 7 to Camunda 8, to create several hundred workflows for a shared back office. This migration is progressing smoothly and ahead of schedule, a testament to the collaborative approach, clear goals, and strong professional partnership between Capital BPM and Greylock.

Warren highlighted the advantages of Camunda's agile development support and the speed at which they were able to see a return on their investment. He emphasized how Camunda has enabled Greylock to improve both member and end-user satisfaction by automating processes and responding more efficiently to their needs. He also praised the valuable partnership with Capital BPM, noting their expertise and collaborative approach have been instrumental in Greylock's success with Camunda.

The move to Camunda 8 also brings excitement for future integrations, such as DocuSign and Teams, and the potential for improved document management with Camunda's Intelligent Document Processing (IDP) capabilities.

 

Capital BPM

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Greylock Federal Credit Union

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