TALK
WED MAY 6 • 10:30 AM - 11:15 AM
Durable Execution & Agentic AI in Customer Accounts Transfers
Explore how Durable Execution (Temporal) and Agentic AI are used to reimagine the ACATS account transfer process. The use of resilient workflows, intelligent exception handling, and proactive client communication cut rejection rates, reduce cycle times, and ensure compliance and turns a painful back-office task into a seamless client experience.
Suresh has built production platforms for some of the most intensely regulated workflows in financial services, including ACATS transfers, corporate actions, and reconciliation, where FINRA deadlines, AML mandates, and SEC auditability are non-negotiable constraints.
Suresh serves Wealth Managers and Banks, combining Temporal's durable execution engine, agentic AI, and bitemporal data to turn brittle, manual workflows into self-healing, auditable systems.
His talk, titled “When Money Moves”, shows how durable execution can turn regulatory obligation into competitive advantage.