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Ushur: Reaping Dividends with Disciplined Growth and a Dedicated Focus on Delivering Customer Excellence

Ushur: Reaping Dividends with Disciplined Growth and a Dedicated Focus on Delivering Customer Excellence

This IDC Market Note presents a compelling vision of Ushur’s Series C funding, announced on February 7, 2023, through the lens of the Future of Customer Experience. During an enlightening discussion with Ushur’s leadership, the team unveiled plans to:

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Ushur: Reaping Dividends with Disciplined Growth and a Dedicated Focus on Delivering Customer Excellence

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Why Ushur Is Leading the Shift in Financial Services Engagement

Ushur isn’t just recognized by top analysts — we’re empowering financial institutions to deliver seamless experiences for both B2B and B2C customers. With our no-code platform, your teams can quickly design and launch automation solutions—no programming expertise required—unlocking agility and innovation through citizen development.

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Origination and Onboarding
Customer Service
Lending & Servicing
Commercial Banking

Origination and Onboarding

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    Know Your Customer (KYC)
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    ID verification
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    Submit documents
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    Abandoned application nudges
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    Activation
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    Application completion
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    E-statement and paperless enrollment
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    Portal and app sign-up and adoption support

Customer Service

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    Modify beneficiaries
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    Report lost or stolen credit or debit cards
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    Resolve login issues and support PIN resets
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    Check rates
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    AML-enhanced due diligence
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    Dispute resolution

Lending & Servicing

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    Application completion nudges
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    Collect documents and e-signatures for lending packages
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    Loan status updates
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    Missed payment reminders
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    Payment capture and recurring payment setup
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    Hardship inquiry / collections
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    Pre-default risk mitigation communications
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    Account resolution

Commercial Banking

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    Syndicated loan notices
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    Commercial lending documentation and e-signature gathering
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    Collecting updated financial statements
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    Not In Good Order (NIGO) resolution
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    Automated email and attachment triage
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    Reduce outbound operational calls

Why Ushur Is Leading the Shift in Insurance Engagement

Ushur isn’t just recognized by top analysts — we’re helping real organizations automate complex workflows, engage customers with empathy, and deliver outcomes that matter.

LA&H: Group & Worksite

LA&H: Group Benefits

LA&H: Individual

LA&H: Individual

Property & Casualty

Property & Casualty