"Cloudcase is simpler, better, and faster than any technology in this space.”
-HSBC Australia’s CIO
Accelerating Time-to-Yes
Customers choose Financial Institutions that deliver the same or more value, faster. Cloudcase’s enterprise platform provides you one platform to digitized & automated end-to-end business processes of any complexity, your way. Financial Institutions in the US and around the world rely on Cloudcase and “if” to “Accelerate Time-to-Yes” for their most important business processes, their way.
Customer Onboarding
Retail, Commercial, Private
Less Code
More Growth
Credit Origination
Retail / Commercial Loans & Credit Card
Less Friction
More Time
Payments Operations
Wire, ACH & Exceptions, Real-Time
Less Risk
More Opportunity
Get what you want, not what you’re given
The financial service industry is littered with failed and partial digital transformation projects
leaving Financial Institutions undifferentiated, underperforming, and falling further behind the increasing competition. Financial Institutions aren’t getting what they want, they get what vendors are giving them. Cloudcase gives you what you want.
Since 2015, Cloudcase has successfully implemented 100% of its deployments, meeting the
requirements of each of its diverse, global client base. Cloudcase empowers you to get what
you really want.
More Monet
Increase Revenue
Less Code
More Growth
More Productive
Improve Efficiency (with same team)
Less Friction
More Time
More Visibility
Complete Process Auditability
Less Risk
More Opportunity
Who has Cloudcase helped?
Cloudcase was founded in 2015 by 4 industry veterans who understood bank’s needs; the company remains wholly owned and operated by its co-founders. Today, Cloudcase’s one platform services global financial institutions from $20M to $3T in Asset Size.
Cloudcase’s customers have successfully delivered over 50 different use cases including retail
and commercial account opening; high net worth onboarding; commercial and retail loans;
payments; and back-office processes.
Cloudcase is Different
Cloudcase is a purpose-built, highly optimized enterprise processes management platform. Its pre-configured and native capabilities digitize and automate business processes of any complexity, to any channel, in real-time while meeting all stakeholder needs.
Cloudcase’s one platform includes a proprietary rules engine (our Dynamic Reasoning Engine), workflow & case management, integration layer, and a dynamic UI/UX aligned with your brand on ever channel (including headless operations).
Real-Time, Dynamic Processes for Every Stakeholder
End-to-end digitization of your account opening, origination, or payment processes on gives all stakeholders complete, real-time pipeline visibility.
Cloudcase manages the digital experience, internal & external services, and integration to requisite systems of record, letting your team focus on driving your process forward.
Benefits to Your Business
Features of Cloudcase’s Design
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End-to-End Process Digitization
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Information is Not Order Dependent
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Real-Time Decisioning of Entire Process
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Configure, Update, & Optimize Continuously
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Full Transparency & Auditability
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Real-time status of active pipeline
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Eliminate manual workarounds & minimize rework
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Always drive your next best action
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Faster to adapt, to market, and to compliance
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Fully explainable process decisions & actions
Cloudcase Studies
U.S. Commercial Lending
General & Specialty
Complex Onboarding
High Net Worth for Private Bank
Complex Lending
Mortgage, C&I, Ag, Commercial
End-to-End Digitization & Automation
Delivered in Months
Reduced from 100+ Day Process to 2 weeks
Best-in-World Mortgage (40-minute SLA)
Aligned Model & Impact on Complementary Systems
Cloudcase’s license model provides full functionality while not penalizing your success with increased cost of seat licenses, modular feature, or tier-based support models.
Financial Institutions leverage Cloudcase to complement and optimize important internal workflow systems like CRMs not optimized for complex financial services processes.
How Cloudcase and Innovation Factory (if) can help you Next?
We have a 100% track record of successfully deployment meeting our customers’ requirements. Cloudcase delivers on its promises by collaborating with financial institutions with a proven, repeatable approach.
We start by understanding your process, customer/staff pain points, along with your expected business & technical requirements.
Upon scope agreement, we estimates the time & effort to configure your process along with the value-based licensing fee. Both teams allocate project teams, set a start date, and begin configuring Cloudcase.
Months (not years!) later, your end-to-end digital process is deployed and ready for customers and staff; additionally, your onboarding, origination, or payments process is ready for continued optimization & improvement on your timetable – not waiting on your vendor’s promised release cycle.