Financial services expert benefiting from KYC compliance solutions by Ushur.

Financial Services Automation Solutions

Revolutionizing Financial Services Experiences

Ushur empowers financial institutions to elevate customer experiences while driving operational efficiency. With AI-powered automation for processes like know your customer (KYC), mortgage servicing, and hardship inquiries, we simplify complexity, reduce costs, and and service your customers with efficiency and empathy.

coins
KYC compliance
agents for fast data collection and approvals.
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Platform flexibility to support end-to-end Financial Services journeys

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

Ushur for Finserv Automation

Ushur insures better experiences for better customer outcomes

The Ushur CXA AI-powered Platform empowers financial services innovators to reduce operational costs while enhancing service quality for business and consumer customers. Discover how we make it happen.

Improved engagement

85%

RFP submissions auto-processed for better handling during peak times

Delight customers

40%

NPS score improvement

Unbelievable efficiency

95%

faster data collection

High value interactions

85%

CSAT score improvement

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Guide to More Effective and Efficient Group Benefits Communications
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A Banking Automation Customer Story

Leading Mortgage Servicer Uses Ushur to Convince Customers to Go Paperless

Challenge
Ushur Solution

Challenges

One of the nation’s largest mortgage servicers struggled to persuade customers to opt into paperless statements, hampering its efforts to cut the high costs of printing, postage, and administration. Traditional outreach methods—email marketing campaigns urging customers to call or go online—produced dismal response rates, resulting in nearly all solicitation materials ending up in the trash, unread. Each mailed statement cost the mortgage business $14, a significant burden exacerbated by poor email engagement and an inability to collect accurate customer contact data quickly.

Image of a family in their house.

Solutions

Ushur’s Financial Services Automation approach replaced these traditional methods with a proactive SMS campaign. By allowing customers to simply tap on a text message to enroll in paperless statements (and verify or update their email address on the spot), the mortgage servicer saw a 150% increase in response rates in just a month. This automation streamlined processes, saved thousands in operational costs, and delivered a 150% boost in ROI compared to prior methods. Furthermore, Ushur’s easy-to-use, no-code platform enabled business teams to swiftly build and iterate engagement workflows without relying on IT, enabling rapid deployment, multichannel flexibility, and improved customer satisfaction for additional use cases like trailing documents and homeowners’ insurance coverage.

150%
increase in conversion rates
22,000
customers who embraced paperless statements