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Effective customer conversion and digital process automation for financial institutions

Cloudcase is an advanced inference Framework, designed to minimise customer friction through digital business process automation. It encapsulates bio-directional forms, workflow, rules based decisioning and document generation into a single platform. Our software provides a rich conversational interface that takes interactive client responses and feeds them into an intelligent reasoning engine. It then digitally automates business processes for identity verification, validating asset valuations and assessing credit worthiness, as an example, using its externalised and fully configurable rules based engine.

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see how we do it


Customer Experience

Customers are seeking easy experiences irrespective of channel or device. Provide your customers with a true omni capable end to end experience.

Customer Conversion

Customers today are time poor and financially savvy. Keep your prospects and customers engaged.

Process Efficiency

Financial institutions' multiple product and manual processes are inefficient. Improve operational efficiency with an end-to-end decision assisted workflow and case management solution.

contact us.

Contact us and find out how Cloudcase can benefit your business