Commercial Lending - Business Deposit Accounts

Business Deposit Accounts

• Universal Business Onboarding & Origination (UBOO) platform optimizes the complex process of onboarding and account opening for any business.

• Provide a tailored, omnichannel experience to business customers that increases operational efficiency and accelerates the origination of new business deposit accounts.

Business deposit accounts are the foundation of financial relationships between banks and their commercial clients, providing essential services for businesses and growing deposits for banks. Financial institutions that can efficiently guide their customers through the complex process of business account opening not only enhance customer satisfaction but also unlock significant revenue potential through improved operational efficiency and increased cross-selling opportunities.

Streamline your Business Deposit Account process

With UBOO, financial institutions can:

• Personalize the Experience: Guide customers and staff through the account opening process, ensuring all necessary documentation, information, and steps are completed in real-time, across any channel.

• Boost Operational Efficiency: Streamline the process, eliminating manual tasks such as repetitive data entry and document processing to cost-effectively scale and grow business banking operations.

• Ensure Regulatory Compliance: Maintain a detailed audit trail of every action and decision made during the account opening process, supporting customer due diligence, fraud, AML, and sound banking practices.

Cloudcase’s Universal Business Onboarding and Originations Platform streamlines the business deposit account origination process. UBOO dynamically evaluates each business as data is being entered into the platform. This allows financial institutions to continuously qualify and align new business customers with the best banking product for the relationship.

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Define your business onboarding & origination experience

Cloudcase's Universal Business Onboarding and Origination Platform (UBOO) offers a comprehensive solution for financial institutions looking to streamline their conventional commercial lending operations. UBOO's adaptable architecture and powerful features address the multifaceted nature of commercial lending, ensuring an efficient and thorough process for all types of non-real estate business loans.

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Small Business Construction Mid-Market Commercial Ag Lending SBA Commercial Real Estate Commercial Credit Card Asset-Based Lending Trade Finance Deposit Accounts

Ask Yourself:

1. How much time does your team currently spend on manual tasks during business account opening?

2. Are you confident in your ability to scale your business banking services while maintaining compliance, including for higher risk business customers?

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Let's talk about what UBOO can do for you

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"Customers are already benefiting from the new lending system through real-time loan application progress updates, improved continuity between all channels and much faster processing and turn-around times"

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"Customers are already benefiting from the new lending system through real-time loan application progress updates, improved continuity between all channels and much faster processing and turn-around times"

“Acquiring a platform of this nature is more than the technology itself. It’s about finding the right partner. The Cloudcase team have the domain expertise and cultural DNA for the banking and financial services sector”

“Cloudcase equips us to work with our core platform or any other vendor in an environment where we are not bound by excruciating linkages that require time and monies for maintenance and development”

"One of our biggest recent successes was the deployment of our online loan application software. We knew that our customers wanted faster turnarounds and more transparency around their applications"

"Three words best describe Cloudcase, it is Simpler, Faster and Better than any technology in this space. Anything that is a process can be easily and cost effectively digitised and automated."

"They managed to deliver on time and within budget, and at the same time were very flexible in their approach working with our partner organisation."

"The adoption of the Cloudcase digital solution is an exciting collaboration which will soon be extended to home loans, credit cards and overdrafts, following positive feedback"

"An organisation that has helped us leap frog in the sophistication of our technology strategy… It’s not just about the great technology at Cloudcase. It’s about the people"

Cloudcase Security