Bank Accounts

Onboarding & Account Opening

Onboarding and Account Opening is the first impression a potential new customer gets of your organisation. Far too often, institutions are letting slip the opportunity to make that first impression a positive one, with clunky experiences, manual process and legacy systems working together to create slow and painful onboarding journeys.
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Cloudcase's Universal Retail Onboarding and Originations blueprint (UROO) provides any Bank or Financial Institution with the ‘blueprint’ to success in CustomerOnboarding and Account Opening. A truly end-to-end solution, Cloudcase UROO gives your organisation the complete Onboarding and Account Opening package, ensuring best-in-class stakeholder experiences, from enquiry-to-customer, and beyond.

Streamline your Onboarding & Account Opening process

What can Cloudcase UROO do for you?:

‍• Speed to Market: Rapid implementation of a tailored, industry best-practice blueprint, that caters to any Onboarding and Account Opening journey – Product or Outcome-driven - across any channel. Get to market faster with a fully configurable solution that grows with you.

• Define and Deliver your Stakeholder Experience: Generative, conversational forms deliver your tailored experience to customers and staff in real-time across every channel.

• Automate every step of the Unsecured Personal Lending journey: From Enquiry and Data Capture, Document Reading and Validation, AML/KYC/KYB and Verification, through to Product Matching, through to Disclosures, Document Generation and Digital Signing, Member Creation and Hand-Off to Core – Cloudcase UROO is designed to take the manual out of every step.

• Leverage integrated solutions: With over 50 pre-built integrations – including AML/KYC/KYB and Identity Verification, Asset Valuation (e.g., Property, Vehicle), Income and Expense Verification, Credit Reporting, Document Reading and Validation (e.g., Payslips, Bank Statements), Digital Signing and more – Cloudcase UROO brings you into an integrated world. Also integrated into the leading Core Banking systems, Cloudcase UROO delivers true straight-through-automation of onboarding, account opening and originations.

• Continuous Innovation and Compliance: Financial institutions on Cloudcase UROO can stay ahead of their peers by continuously evolving their experience to execute strategic initiatives, respond to key market trends and opportunities, and remain compliant in an ever-changing regulatory environment.

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And it doesn’t stop there… Cloudcase UROO takes ‘end-to-end’ to the next level, widening the scope and allowing your organisation to onboard new members, automate new account opening and take a new member seamlessly into a tailored, loan or card origination experience. New members can literally go from initial contact, all the way through to contract, in minutes, across any Retail lending Product – Home Loans, Credit Cards, Personal Loans (Secured or Unsecured), and more.

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

What can Cloudcase software do?

A low code platform designed to digitise and automate complex processes

With a sleek, intuitive digital journey, real-time compliance and regulatory checks, and integrated straight-through-processing, Cloudcase UROO streamlines the entire end-to-end Onboarding and Account Opening process, and gives your customers the experience they expect and deserve. Learn more about how Cloudcase clients are onboarding new members in minutes. Get your members onboarded and verified faster, accounts opened and deposits coming in!

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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"

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