Revolutionising Business and Commercial Lending Origination and Onboarding Processes

Cloudcase, a leading provider of financial technology solutions, recently launched its Universal Business Onboarding & Origination (‘UBOO’) platform. This innovative solution is set to transform the way financial institutions handle business and commercial lending origination and onboarding, offering unparalleled efficiency, flexibility, and risk management capabilities.

With recent recognition as a market-leading offering, in Gartner’s 2024 Market Guide for Commercial Loan Origination Solutions, UBOO has flipped the business and commercial lending industry on its head. Banks and lenders can now use one platform to onboard and originate into their entire product set, across both retail and commercial, from lending through to deposits, and even internal processes such as staff and broker onboarding.

Streamlining the entire end-to-end process, from contact-to-contract, Cloudcase’s sophisticated, rules-driven platform ensures that banks and lenders can seamlessly onboard and originate for even the most complex of processes and requirements. This includes everything from SME, Commercial Lending, Commercial Credit Cards, Mid-Market to Asset Finance, Construction to Agri Lending, and all business and commercial products in between.

"We are excited to introduce our Universal Business Onboarding & Origination platform to the market," said Roger Manu, CEO of Cloudcase. "This solution addresses the critical challenges faced by financial institutions in managing loan origination and onboarding processes in Business and Commercial Lending. By leveraging automation, dynamic workflows, and with a market leading customer experience, the platform enables our clients to significantly reduce operational costs, improve customer satisfaction, and enhance risk management."

Leveraging the DNA that has kept Cloudcase ahead of the curve, the Universal Business Onboarding and Originations platform brings:

    • Superior Stakeholder Experience: Generative, conversational workflows provide a fast, convenient experience for both customers and staff, tailored to the unique needs of Business and Commercial lending stakeholders, in real-time, across all channels.
    • Dynamic, Rules-Driven Assessment and Decisioning: Ensure comprehensive, rules-driven risk assessment and decisioning, across even the most complex of products and structures. Automate, triage, delegate and approve with unparalleled efficiency and confidence.
    • Accelerated Speed-to-Market: Rapid implementation of tailored, omni-channel workflows that cater to any Business and Commercial lending product, through any channel. Get to market faster, with a fully configurable solution that grows with you.
    • Integrated Efficiencies: Cloudcase has a native integration platform designed to provide for rapid integration into both contemporary and legacy platforms. With nearly 100 pre-built integrations – including AML/KYB/KYC and Identity Verification, Credit Reporting, Property and Asset Valuation, Biometrics and OCR, Document Reading and Validation, Fraud Detection, Digital Signing, CRM platforms and numerous systems of record – UBOO brings banks and lenders, and their customers, into an integrated world of efficiency gain. Cloudcase’s comprehensive integration platform and pre integrated capabilities give true meaning to ‘end-to-end’ automation and ‘straight-through-processing’.
    • Continuous innovation and compliance: Banks and Lenders on UBOO, and Cloudcase, 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.

"Our platform is a game-changer for financial institutions seeking to optimise their loan origination and onboarding processes", added Connor Hendicott, Product Director and Head of Innovation at Cloudcase. "With its flexible architecture, advanced automation capabilities, and data-driven insights, the Universal Business Onboarding & Origination platform empowers our clients to stay ahead of the curve in an increasingly competitive market."

Founded in 2015, Cloudcase is an Australian company that provides its customers with an innovative, low-code/high-productivity platform designed to orchestrate and automate the most complex of business processes, across any industry. Cloudcase continues to be the leading provider of customer onboarding, originations, and business process automation solutions to the Banking and Financial services industry.

The Universal Business Onboarding & Origination platform is now available to financial institutions worldwide. For more information, click here, or contact Roger Manu at rogerm@cloudcase.net or Joshua Rodrigues at joshr@cloudcase.net for Australia, New Zealand and the Pacific, and Roger Manu at rogerm@cloudcase.net for the USA and North America.

Think Automation, Think Cloudcase.

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