Financial services expert benefiting from KYC compliance solutions by Ushur.

Financial Services Automation Solutions

Revolutionizing Financial Services Experiences

Ushur delivers intelligent automation to power seamless, end-to-end financial journeys and drive superior outcomes.

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Hardship Inquiry
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85%

Increase in Customer Satisfaction (CSAT)

Empower your customers with self-service options and provide proactive, personalized support, leading to dramatically improved satisfaction.
(Based on average results across Ushur clients in the financial services sector.)

40%

Reduction in Operational Costs

Automate manual processes, minimize errors, and optimize resource allocation, significantly lowering your operating expenses.

95%

Efficiency Improvements for Faster Data Collection

Streamline critical workflows and eliminate bottlenecks with intelligent automation, freeing up your staff to focus on higher-value tasks.

85%

Faster Time to Value with the Ushur Platform

Ushur deploys much faster than legacy systems, achieving a high return on investment quicker.

Platform flexibility to support end-to-end Financial Services journeys

Where can Ushur enable you to delight your customers at scale?

Ushur streamlines every stage of the financial services journey, 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

Built for the Modern Financial Institution: Unparalleled Flexibility and Control

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Seamless Integrations
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Ushur seamlessly integrates with your existing core banking systems, CRMs (like Salesforce, Microsoft Dynamics), and other financial platforms (e.g., Fiserv, FIS, Jack Henry).

Integrations
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Cloud-based infrastructure
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Cloud-based deployment designed to meet your security, compliance, and infrastructure requirements.

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Scalable Architecture
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Effortlessly scale Ushur to handle fluctuating transaction volumes, new product lines, and your institution's evolving needs.

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Empower Business Users with Low-Code Automation
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Ushur's intuitive, low-code platform allows business users to design and deploy automated workflows without extensive coding, accelerating innovation and reducing IT dependency.

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Transforming borrower journeys in mortgage servicing with intelligent digital automation
Watch On-Demand
By implementing Ushur's automated loan origination workflow, a Leading Mortgage Servicer achieved a 150% increase in conversion rates with 22,000 customers embracing paperless statements.

Driving Bottom-Line Results: The Ushur ROI Advantage

  • Reduce Operational Costs: Ushur's automation capabilities dramatically reduce costs associated with manual processing, error remediation, and inefficient workflows.
  • Increase Revenue Opportunities: Improve customer acquisition, retention, and cross-selling through personalized experiences and proactive engagement, driving revenue growth.
  • Accelerated ROI: Experience a rapid return on your investment with Ushur's fast implementation, intuitive platform, and measurable results.

Elevate Customer Experiences with Intelligent Automation

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Personalization at Scale
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Ushur seamlessly integrates with your existing core banking systems, CRMs (like Salesforce, Microsoft Dynamics), and other financial platforms (e.g., Fiserv, FIS, Jack Henry).

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Seamless Omnichannel Support
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Leverage our comprehensive APIs for custom integrations, extensions, and to connect Ushur with your proprietary systems.

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Proactive Engagement
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Choose from cloud-based, on-premise, or hybrid deployment options to meet your specific security, compliance, and infrastructure requirements.

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Drive Superior NPS & CSAT
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Effortlessly scale Ushur to handle fluctuating transaction volumes, new product lines, and your institution's evolving needs.

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Easy-to-use Self-service
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Ushur's intuitive, low-code platform allows business users to design and deploy automated workflows without extensive coding, accelerating innovation and reducing IT dependency.

FAQs

Ushur helps financial institutions modernize customer and operational experiences through secure, AI-powered automation. Below are answers to common questions about how Ushur accelerates lending, servicing, and onboarding workflows—while maintaining compliance, improving customer engagement, and delivering measurable ROI across the financial services ecosystem.

See it in action

What does Ushur do for financial services organizations?

Ushur delivers AI-powered automation for financial institutions, helping banks, credit unions, lenders, and servicers streamline customer communication, document collection, and account servicing while maintaining strict compliance and data security.

Which financial services use cases can Ushur automate?

Ushur automates processes such as customer onboarding and KYC verification, loan application and document intake, payment reminders, collections outreach, fraud dispute follow-up, and account servicing across digital channels like SMS, email, and web.

How does Ushur improve customer experience for banks and lenders?

Ushur delivers secure, personalized, two-way digital experiences that reduce hold times, eliminate form fatigue, and give customers instant self-service access to account and loan information—all while improving compliance and satisfaction scores.

Can Ushur integrate with our existing banking or lending systems?

Yes. Ushur integrates securely with CRMs, LOS platforms, servicing systems, and document management tools through APIs—allowing automation of customer journeys without replacing core systems or altering compliance processes.

Is Ushur compliant with financial regulations and data security requirements?

Ushur’s platform is designed for regulated financial environments, enforcing enterprise-grade encryption, audit trails, and governance. It helps teams meet data-protection and communication-compliance standards while maintaining transparency and control.

How quickly can financial institutions launch with Ushur?

Teams can design and deploy automations within weeks using Ushur’s low-code platform and pre-built financial services templates, achieving measurable ROI faster than with traditional automation projects.

What outcomes do financial institutions achieve with Ushur?

Banks and lenders see faster loan cycle times, reduced manual processing, lower call volumes, and higher customer engagement and satisfaction—helping teams scale operations efficiently and improve digital experience scores.

How is Ushur priced for financial services organizations?

Ushur offers enterprise pricing based on usage scope and automation volume. Most institutions begin with a focused journey—like onboarding or collections—and expand coverage as automation ROI grows.