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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
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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
Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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.

Banking & Finance

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

Banking & Finance

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

for ongoing support & maintenance, due to the ability to consolidate numerous other vendor software stacks, into one seamless platform, namely Cloudcase.

Lower costs

for ongoing support & maintenance, due to the ability to consolidate numerous other vendor software stacks, into one seamless platform, namely Cloudcase.
with real-time identity verification, income and expense verification, credit and lending assessments and approvals.

Increase customer conversion

with real-time identity verification, income and expense verification, credit and lending assessments and approvals.
for ongoing support & maintenance, due to the ability to consolidate numerous other vendor software stacks, into one seamless platform, namely Cloudcase.

Lower costs

for ongoing support & maintenance, due to the ability to consolidate numerous other vendor software stacks, into one seamless platform, namely Cloudcase.
with real-time identity verification, income and expense verification, credit and lending assessments and approvals.

Increase customer conversion

with real-time identity verification, income and expense verification, credit and lending assessments and approvals.
we provide a platform to enter new markets rapidly.

Enter new markets

we provide a platform to enter new markets rapidly.
with the ability for revenue generating cross selling opportunities.

Enhance customer and operator experience

with the ability for revenue generating cross selling opportunities.
we provide a platform to enter new markets rapidly.

Enter new markets

we provide a platform to enter new markets rapidly.
with the ability for revenue generating cross selling opportunities.

Enhance customer and operator experience

with the ability for revenue generating cross selling opportunities.
allowing rapid integration into multiple third-party data services.

Rapid integration

allowing rapid integration into multiple third-party data services.
and promote smooth and clean data collection processes.

Reduce handling times

and promote smooth and clean data collection processes.
allowing rapid integration into multiple third-party data services.

Rapid integration

allowing rapid integration into multiple third-party data services.
and promote smooth and clean data collection processes.

Reduce handling times

and promote smooth and clean data collection processes.
if our customers choose, they can configure, launch and maintain new rule books rapidly meaning speed to market and cost control.

Self-sufficiency

if our customers choose, they can configure, launch and maintain new rule books rapidly meaning speed to market and cost control.
conversion of manual business processes to digitally automated business processes.

Digitally automated processes

conversion of manual business processes to digitally automated business processes.
if our customers choose, they can configure, launch and maintain new rule books rapidly meaning speed to market and cost control.

Self-sufficiency

if our customers choose, they can configure, launch and maintain new rule books rapidly meaning speed to market and cost control.
conversion of manual business processes to digitally automated business processes.

Digitally automated processes

conversion of manual business processes to digitally automated business processes.
the Cloudcase platform is the world’s only truly 100% configurable omni channel, omni product and process platform. This means our customers do not have to adjust their business processes to suit the platform. Get what you want not what you are given

100% Configurable

the Cloudcase platform is the world’s only truly 100% configurable omni channel, omni product and process platform. This means our customers do not have to adjust their business processes to suit the platform. Get what you want not what you are given
Cloudcase's highly configurable design allows you to lower the cost of implementation and increase the speed to market of your product development

Low implementation costs

Cloudcase’s highly configurable design allows you to lower the cost of implementation and increase the speed to market of your product development
the Cloudcase platform is the world’s only truly 100% configurable omni channel, omni product and process platform. This means our customers do not have to adjust their business processes to suit the platform. Get what you want not what you are given

100% Configurable

the Cloudcase platform is the world’s only truly 100% configurable omni channel, omni product and process platform. This means our customers do not have to adjust their business processes to suit the platform. Get what you want not what you are given
Cloudcase's highly configurable design allows you to lower the cost of implementation and increase the speed to market of your product development

Low implementation costs

Cloudcase’s highly configurable design allows you to lower the cost of implementation and increase the speed to market of your product development

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

Application capture

Assessment

Assessment

Workflow review & approval

Workflow review & approval

Document generation

Document generation

Customer acceptance

Customer acceptance

Core handoff

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

Application capture

Assessment

Assessment

Workflow review & approval

Workflow review & approval

Document generation

Document generation

Customer acceptance

Customer acceptance

Core handoff

Core handoff

Don’t just listen to us – hear it from our clients!

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We are here to help

Contact us and find out how our platform can help your business

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We are here to help

Contact us and find out how our platform can help your business