SMEConstructionMid-MarketCommercialAgri-LendingTrade FinanceCRECom. Credit CardAsset Based LendingInvoice FinanceOverdrafts
Universal Business
Onboarding & Originations
Revolutionise Commercial Lending with UBOO
The future-proof platform that streamlines onboarding, automates originations, and is adaptable to any size commercial product:
Cloudcase’s sophisticated, rules-driven platform ensures that banks and lenders are able to seamlessly onboard and originate for even the most complex of processes and requirements - UBOO is the answer to the evolving demands of modern business and commercial lending.
What can UBOO do for you?
Universal Business Onboarding and Originations brings:
Dynamic onboarding and originating any commercial product to any size business including deposit accounts, loans and credit cards.
Generative, conversational user experience personalised to each customer in any channel.
Dynamic, rules-driven data capture and assessment based on borrower, guarantor, or loan structure, ensuring comprehensive risk assessment across even the most complex of products and structures.
Accelerated speed-to-market with faster implementations that meet your exact requirements, not just what you're given by inflexible, legacy systems.
True End-to-End Experience
From application to approval
Onboarding and Account Opening: Reduce onboarding and account opening times, from days to hours - in some cases, even minutes! UBOO handles journeys and workflows, all things AML/KYC/KYB and verification, document management and generation, and more...

Originations: UBOO streamlines and automates all aspects of small business, commercial, and corporate lending from initial contact to closing of any business product.

Integrated solution: The Cloudcase Integration Platform allows for seamless integration and connectivity with core systems and third party data-service providers, meaning enhanced decisioning and straight-through processing for a truly end-to-end experience.

Continuous Innovation and Compliance: Financial institutions on UBOO can stay ahead of their peers by continuously evolving their experience to execute strategic initiatives, respond to key market trends, and remain compliant ever-changing regulatory environment.
Key Benefits
Reduce account opening and loan origination time(s) by up to 80% with intelligent, outcome-driven automation.
Minimise errors and rework with automated data capture, analysis and decisioning, whilst leveraging end-to-end, integrated capabilities. Ensure consistent adherence to ever-changing credit policies and regulatory requirements.
UBOO gives institutions the platform to automate even the most complex of processes, giving your framework to grow your business and adapt to new products and market opportunities.
Provide faster decisions and a seamless application process for customers, whilst simultaneously enhancing the experience for internal stakeholders.
Lower operational expenses and improve productivity through automation and comprehensive process digitization.
Find out more

Delivery Process

Cloudcase's delivery methodology is designed to deliver the exact digital experience your financial institution wants for your customers and staff.

1

Discovery

We align with your business needs, operations, and future goals to optimize your experience and ensure your success.

2

Configuration

Cloudcase's unique abstraction layer on top of our low-code platform allows for rapid configuration of highly complex business processes. Become self-sufficient or utilize Cloudcase professional services.

3

UAT

Cloudcase delivers capability to UAT in rapid timeframes, leaving the competition in the dust.

4

Go Live!

Confidently onboard and originate your business customers! Make continuous, iterative changes to evolve with the needs of your customers and the market.
Find out more
Native Staff Features
For optimal performance
Empower your staff to focus on the customer and high-value tasks, letting UBOO guide the end-to-end journey.

Case
Queueing

Case
Search

Staged
Assessment

User
Restrictions

Policy
Actions

Tasks

Document
Management

Commenting

Multi-applicant
Details

Activity
Log

Case
Summary

Fill
Requests

Let's talk UBOO for you
Contact us. We're ready for you!

Enquiry sent!

Great, you've just taken your first steps towards a simpler, faster and better platform.
We'll be back in touch with you as soon as possible.
Oops! Something went wrong while submitting the form.

"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"

Logo-Client-TSB

“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”

Regional Australia Bank Logo

“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"

International branch office of foreign bank
Get started
Grow your revenue,
improve operational efficiency,
& regulatory compliance

Talk to us today to see how we can work together.

A Cloudcase case security / coat of arms showing Cloudcase logo, SOC II type 2 certification, ISO certification and padlock icon.

Cloudcase Security

Cloudcase operates the latest cybersecurity solutions and functions on a 24 x 7 basis that guard against an ever growing cyber threat landscape to achieve a high security posture for our cloud systems.
Certifications
SOC II - Type 2
ISO/IEC - 27001 :2022 ISMS
© 2024 Cloudcase Software Solutions Pty Ltd. All Rights Reserved.