Case Study: Greylock Federal Credit Union improves efficiency and builds toward AI orchestration with Camunda

How Greylock Federal Credit Union Is Building Toward Agentic Orchestration with Camunda

Greylock Federal Credit Union, a community credit union, faced the challenge of automating its many processes while maintaining strict auditability and control required for a regulated financial institution. Their processes were full of exceptions that required manual judgment calls, and they needed a solution that could orchestrate work spanning rigid rules, AI, and people. They turned to Camunda for its process orchestration platform to build a governed foundation.

Using Camunda, Greylock orchestrated over one hundred processes, creating a foundation for AI. The solution combines deterministic rules for routine steps with a large language model to score exceptions, all while keeping a person in the loop to validate results. This approach delivered a nearly 7% improvement in the efficiency ratio, meeting a three-year goal almost a year early. Camunda provided the visibility and audit logging that allows Greylock to confidently build toward agentic orchestration.

Greylock Federal Credit Union