Revolutionise Retail Banking with UROO

Cloudcase, is the complete retail banking onboarding and originations package.

Home Loans Secured
Personal Loans Unsecured
Personal Loans Vehicle Loans Credit Cards Onboarding & Account Opening

Cloudcase UROO gives you everything you need to revolutionise the way you onboard customers, open accounts and originate loans. With years of experience supporting organisations ranging from $20M to $3T, and a 100% track record of successful implementation, Cloudcase is giving you the ‘blueprint’ to success.

What can UROO do for you?

Speed to Market: Rapid implementation of a tailored, industry best-practice ‘blueprint' that caters to any product and any channel.

True End-to-End: From ‘Enquiry-to-Onboard’, or ‘Contact-to-Contract’, Cloudcase Universal Retail Onboarding and Originations blueprint (UROO) underpins the entire end-to-end onboarding and/or origination journey.

Best-in-class Stakeholder Experiences: Generative, conversational user experiences for all stakeholders, personalised to any product, any policy, and any channel.

Quicker, Smarter Decisioning: Dynamic, outcome-driven data capture and assessment, powered by our innovative rules and assessment engine, means quicker, smarter and more confident decisioning.

Complete, Integrated Solutions: Leverage over 50 pre-built integrations to drive automation at every stage of the process. Cloudcase delivers true straight-through-processing, with seamless integrations into any Core System.

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True End-to-End Experience

From enquiry-to-onboard, contact-to-contract.

Onboarding and Account Opening: Reduce onboarding and account opening times, from days, or hours, to minutes! Cloudcase UROO handles journeys and workflows, all things AML/KYC/KYB and verification, valuations, document management and generation, and more...

Originations: Streamline and automate all aspects of retail lending, from Credit Cards to Personal Loans, Standard Home Loans to Reverse Mortgages, and more – contact-to-contract, and beyond.

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 Cloudcase can stay ahead of their peers by continuously evolving their experience to execute strategic initiatives, respond to key market trends, and remain compliant in an ever-changing regulatory environment.

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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.

Mutual 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.

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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 optimise 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.

3

UAT

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

4

Go Live!

Confidently onboard and originate your customers! Make continuous, iterative changes to evolve with the needs of your customers and the market.

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Let's talk about what UROO 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"

“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"

International branch office of foreign bank

Delivery Process

1

Discovery

2

Configuration

3

UAT

4

Go Live!

Staged
Assessment

User
Restrictions

Policy
Actions

Tasks

Enquiry sent!

"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

Delivery Process

1

Discovery

2

Configuration

3

UAT

4

Go Live!

Staged Assessment

User Restrictions

Policy Actions

Tasks

Enquiry sent!

"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

Staged
Assessment

User
Restrictions

Policy
Actions