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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 silos and fragmented manual processes are inefficient. Improve operational efficiency with an end-to-end decision assisted workflow and case management solution.

some of our satisfied clients.

Cloudcase is revolutionising the global originations marketplace.

Cloudcase is proving to be a market leader in transitioning financial institutions into the future of digital banking. The platform is an enterprise class solution that can implement any financial product in world’s best practice timeframes, and when installed, allowing for regulatory changes to be made in a matter of hours or days rather than weeks or months.  Where other competitor technologies have failed, Cloudcase’s best in class rapid delivery exceeds expectations and provides outstanding improvements to our customers’ total cost of delivery.

Our customers and prospects range from tier 1 banks and investment banks to regional banks, credit unions, wealth management organisations, mortgage brokers, non-bank lenders and non-traditional institutions looking to disrupt the marketplace.

Cloudcase has transformed the on-boarding and origination processes of numerous financial institutions. Our extensive experience in intelligent process automation for the banking and finance marketplace has produced many highly-satisfied customers. This technology is available today!

Please contact us directly for more information on how our customers use Cloudcase to improve their customer experience, customer conversion rates and overall operational efficiency.

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Contact us and find out how Cloudcase can benefit your business