
Banking & Finance
Get what you want, not what you are given.
Cloudcase was engineered and designed to meet the needs of the 21st century. It is contemporary, flexible and able to automate complex processes across any channel. Let us show you how our unique rapid deployment capabilities are shaking up the banking and finance industry, for the better.

Banking & Finance
Get what you want, not what you are given.
Cloudcase was engineered and designed to meet the needs of the 21st century. It is contemporary, flexible and able to automate complex processes across any channel. Let us show you how our unique rapid deployment capabilities are shaking up the banking and finance industry, for the better.

Solve any problem with the world’s most flexible software
Are you sick of resorting to dated system integrations by purchasing “best of breed” component software?
Are you frustrated by constantly having to pull together multiple pieces of technology that were not designed as a whole?
At Cloudcase we understand that most onboarding platforms claim to originate, however fall short of the decisioning and complex process automation. That’s why we have ensured that our digital customer onboarding and originations provide significant customer improvements and operational benefits.

Solve any problem with the world’s most flexible software
Are you sick of resorting to dated system integrations by purchasing “best of breed” component software? Are you frustrated by constantly having to pull together multiple pieces of technology that were not designed as a whole?
At Cloudcase we understand that most onboarding platforms claim to originate, however fall short of the decisioning and complex process automation. That’s why we have ensured that our digital customer onboarding and originations provide significant customer improvements and operational benefits.

Looking for true automation?
Cloudcase automates the onboarding and originations process of any product across any channel on a single version of the platform. The efficiencies and customer experience obtained are consequently tangible as evidenced by numerous customers benefiting today.

Want to minimise friction?
Cloudcase has been designed to minimise customer friction by optimising dynamic data driven digital process automation, resulting in a unique customer experience which increases conversion rate. As a single fully integrated platform Cloudcase does this through its rules driven conversational forms and workflow which are powered by a sophisticated reasoning engine providing a best in class business process automation framework.

Need to maximise collaboration?
Cloudcase allows for maximum collaboration between you, your customers and any authorised third parties from acquisition through to product fulfilment. The ability to handle multiple product originations across any channel allows for revenue generating opportunities such as seamless cross selling.

Looking for true automation?
Cloudcase automates the onboarding and originations process of any product across any channel on a single version of the platform. The efficiencies and customer experience obtained are consequently tangible as evidenced by numerous customers benefiting today.

Want to minimise friction?
Cloudcase has been designed to minimise customer friction by optimising dynamic data driven digital process automation, resulting in a unique customer experience which increases conversion rate. As a single fully integrated platform Cloudcase does this through its rules driven conversational forms and workflow which are powered by a sophisticated reasoning engine providing a best in class business process automation framework.

Need to maximise collaboration?
Cloudcase allows for maximum collaboration between you, your customers and any authorised third parties from acquisition through to product fulfilment. The ability to handle multiple product originations across any channel allows for revenue generating opportunities such as seamless cross selling.

Designed for the Banking & Finance Industry, Cloudcase
will enable you to improve your business effectiveness
and efficiency by delivering what you want:

Designed for the Banking & Finance Industry, Cloudcase will enable you to improve your business effectiveness and efficiency by delivering what you want:

Lower costs

Increase customer conversion

Lower costs

Increase customer conversion

Enter new markets

Enhance customer and operator experience

Enter new markets

Enhance customer and operator experience

Rapid integration

Reduce handling times

Rapid integration

Reduce handling times

Self-sufficiency

Digitally automated processes

Self-sufficiency

Digitally automated processes

100% Configurable

Low implementation costs

100% Configurable

Low implementation costs
case study
Banking & Finance Sector
The Problem
A prominent financial services company approached us last year looking for a system that was 100% configurable so they did not have to adjust their business processes to suit the platform. It was also important that the platform was easily amendable to meet the requirements of the financial services sector as they emerged.
The Solution
We delivered a 100% configurable system that allowed our customer to rapidly launch products, make changes to credit policy, lending calculations, scorecard rules and product parameters as and when required.
Importantly, they also have the freedom to efficiently manage changes to risk boundaries as dictated by the market, and to implement and deploy system changes. This has allowed them to react quickly to market changes and reduce risk to their business.
Through our extensive domain expertise in the Banking and Financial Services industry we have a readily available, best-in-class Reference Configuration of the Cloudcase platform for Home Loan (Mortgage) originations. For our customer, the value of starting their implementation program for mortgage originations using our Reference Configuration, meant the tailoring of the platform to their specific requirement occurred quickly, thereby reducing cost, risk and achieving earlier business benefits.
Critically, we have delivered successfully on all projects and programs to date and this was no exception – always delivering on time and to expectation. Typically, competitive mortgage origination programs are prone to delays, project failure and often take upwards of 2 to 3 years to complete. They are typified with costly customisations that in turn create expensive to maintain legacy systems. Cloudcase delivered a full transition and transformation in 9 months.
Whilst other vendors claim to have end to end omni product and omni channel onboarding and originations, Cloudcase continues to deliver.
From a single platform, Cloudcase delivered the client:

Application capture

Assessment

Workflow review & approval

Document generation

Customer acceptance

Core handoff
case study
Banking & Finance Sector
The Problem
A prominent financial services company approached us last year looking for a system that was 100% configurable so they did not have to adjust their business processes to suit the platform. It was also important that the platform was easily amendable to meet the requirements of the financial services sector as they emerged.
The Solution
We delivered a 100% configurable system that allowed our customer to rapidly launch products, make changes to credit policy, lending calculations, scorecard rules and product parameters as and when required.
Importantly, they also have the freedom to efficiently manage changes to risk boundaries as dictated by the market, and to implement and deploy system changes. This has allowed them to react quickly to market changes and reduce risk to their business.
Through our extensive domain expertise in the Banking and Financial Services industry we have a readily available, best-in-class Reference Configuration of the Cloudcase platform for Home Loan (Mortgage) originations. For our customer, the value of starting their implementation program for mortgage originations using our Reference Configuration, meant the tailoring of the platform to their specific requirement occurred quickly, thereby reducing cost, risk and achieving earlier business benefits.
Critically, we have delivered successfully on all projects and programs to date and this was no exception – always delivering on time and to expectation. Typically, competitive mortgage origination programs are prone to delays, project failure and often take upwards of 2 to 3 years to complete. They are typified with costly customisations that in turn create expensive to maintain legacy systems. Cloudcase delivered a full transition and transformation in 9 months.
Whilst other vendors claim to have end to end omni product and omni channel onboarding and originations, Cloudcase continues to deliver.
From a single platform, Cloudcase delivered the client:

Application capture

Assessment

Workflow review & approval

Document generation

Customer acceptance

Core handoff

We are here to help
Contact us and find out how our platform can help your business

We are here to help
Contact us and find out how our platform can help your business