Cloudcase
    Banks

    Cloudcase forbanks

    Banks need speed without losing control. Cloudcase is configured to your process and integrated to your systems of record, built for governance, auditability, and operational throughput.

    100%

    Implementation success since 2015

    500

    Config updates in year one (Gateway)

    +70%

    Applications per consultant (Bank Australia)

    <3s

    Decision execution

    What banks typically need

    Speed, with the controls your risk team requires

    One platform. Multiple products. Configured to your portfolio, not the other way around.

    01

    Channel consistency

    Customer, broker, staff, and API experiences share the same policy, decisioning, and live status, with one case file across every channel.

    CustomerBrokerStaff
    02

    Controlled change

    Governed configuration with audit evidence, testing patterns, and release control, so business teams ship change without engineering risk.

    VersionedMaker-checkerRelease control
    03

    Operational throughput

    Queues, SLAs, approvals, and segregation of duties keep high-volume origination moving without losing accountability.

    QueuesSLAsDLA
    04

    Integration to ecosystem

    Bi-directional integration to core, CRM, bureaus, IDV, Open Banking, valuation, and e-signature, allowing your systems of record stay the source of truth.

    CoreCRMBureaus

    Governance coverage

    The same controls across every product line

    Product
    Config control
    DLA
    Audit trail
    Explainable

    Home loans

    Owner-occupied, investment, construction, refinance.

    Personal loans

    Secured and unsecured, instant decisioning.

    Credit cards

    Real-time limits with risk-based pricing.

    Risk-based

    Commercial lending

    Multi-entity facilities and covenants.

    Hybrid

    Account opening

    Deposit onboarding with KYC/AML built in.

    Where Cloudcase fits

    The operational layer across onboarding, origination, and post-origination

    • Systems of record remain the source of truth: core banking, CRM, servicing.
    • Cloudcase runs workflow, policy outcomes, documents, notifications, and channels.
    • Outcomes sync back to systems of record with auditability and control.

    Channels

    CustomerBrokerStaffAPI

    Cloudcase: operational layer

    WorkflowPolicyDocumentsNotifications

    Systems of record

    Core bankingCRMServicing

    See Cloudcase configured for your bank

    Walk through channels, workflow, decisioning, integrations, and security for your operating model.

    Explore security