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Process Automation Forum Live: Banking & Finance

Featuring: Morgan Stanley & Truist

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How Truist Financial and Morgan Stanley are streamlining their operations through next generation applications

As financial institutions remodel their core IT infrastructures, more and more see process automation as the path toward achieving their architectural vision.

During this Forum, you’ll hear how two Fortune 500 companies, Truist Financial and Morgan Stanley, leverage process automation and Camunda to automate processes stretching across their core operations, including:

  • Customer onboarding
  • Customer service
  • Risk management
  • Regulatory compliance
  • And more


  • 11:00AM Welcome & Introduction
    Garth Knudson, Camunda
  • 11:05AM Reinventing Process Automation for the Digital Enterprise
    Bob Pritchard, Camunda
  • 11:20AM Creating the Digital Commerce OMNI Sales Solution Platform at Truist Financial
    Nagesh Tadepalli, Truist
    Headquartered in Charlotte, NC, Truist is the 7th largest bank in the USA. It was formed by the merger of BB&T and SunTrust on December 6, 2019. The bank has more than 2000 branches across 15 states and Washington D.C. Through its consumer and commercial banking, securities brokerage, asset management, mortgage, and insurance products the bank generates more than $20B in revenue annually. Nagesh Tadepalli will share how Truist selected and uses Camunda Platform Enterprise Edition for its next generation, cloud-based Digital Commerce platform.
  • 11:45AM Creating Morgan Stanley's Next Generation Fund Services Workflow Platform
    Riyaz Patel, Morgan Stanley
    Morgan Stanley is a global financial services firm providing institutional securities, and wealth management and investment management products and services. In 2020 the company had more than 60,000 employees and $48B in revenue. Riyaz Patel will share how the Morgan Stanley Fund Service business will use Camunda for its next generation Workflow platform.
  • 12:15PM Introducing Camunda Platform Enterprise Edition (Demo)
    Joe Pappas, Camunda
  • 12:55PM Wrap-up
    Garth Knudson, Camunda