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NBFSI

Connect every financial services journey with smarter workflows, faster decisions, and better customer experiences.

Modernize financial services with connected digital journeys.

Cubic helps lending, leasing, financing, and non-banking institutions streamline operations, accelerate acquisition, automate workflows, and scale with greater agility.

Where service starts to slow down.

As demand grows, disconnected systems and manual handoffs make service harder to manage. Teams lose visibility, customers wait longer, and routine work becomes more difficult to scale.
Onboarding and application journeys.
Service requests and case handling.
Approval workflows and handoffs.
Customer and operational visibility.
Digital self-service.

Connect the work behind every customer interaction.

Cubic brings customer journeys, service workflows, and digital channels into one connected operating model. Teams can respond faster, coordinate with more clarity, and improve service without adding complexity.

What this improves:
Faster onboarding and service.
Clearer workflow ownership.
Better customer visibility.
More consistent digital experiences.

Products for smoother service delivery

Explore the products that help teams digitize requests, onboarding, workflow coordination, and customer service.

Retail Digital Onboarding & eKYC

Digitize identity verification, document capture, and eKYC for a faster, more connected start.

Retail Service Requests

Capture, assign, track, and resolve customer requests with greater consistency.

Retail Complaint Management

Route, track, and resolve complaints with clearer ownership and faster follow-through.

Corporate Digital Onboarding & eKYB

Digitize eKYB, documentation, verification, and onboarding workflows with stronger governance.

WORX Employee Portal

Give teams one secure place for tools, requests, and workflows.

WORX Omnichannel Gateway

Connect digital, branch, and service experiences without creating new silos.

WORX AI 720 Core Platform

Apply AI-powered insight and automation across complex financial operations.

WORX AI 720 Credit Scoring

Use predictive scoring to improve risk assessment and lending speed.

WORX AI 720 Documents Intelligence

Extract, validate, and verify documents with secure AI automation.

WORX AI 720 Next Best Offer

Use predictive insight to deliver more timely, personalized next actions.

Corporate 360 CRM

Unify relationship insight, service coordination, and opportunity execution across corporate banking.

Corporate Digital Lending

Deliver digital borrowing journeys with clearer progression, visibility, and workflow control.

Corporate Marketing Automation

Automate business-client outreach and follow-up across coordinated relationship journeys.

Retail 360 CRM

Connect customer insight, service, and sales across the retail banking lifecycle.

Retail Digital Lending

Create a smoother application-to-decision journey with visibility and convenience at every step.

Retail Marketing Automation

Automate outreach and follow-up to deliver more timely, relevant retail engagement.

Retail Sales

Move retail opportunities from lead to conversion with stronger visibility and follow-through.

Retail Survey & Feedback

Capture customer feedback and insight to improve retail banking experiences.

Corporate Loan Application

Capture business credit requests and move them smoothly into review and approval.

Corporate Loan Origination

Move corporate lending from application to approval with more control.

Retail Loan Application

Capture loan applications cleanly and move them into validation, review, and origination.

Retail Loan Origination

Structure lending from application through approval with stronger visibility and execution.

Improve the service journeys that matter most

Tell us where customer service or internal workflows are slowing down. We’ll help identify the right journey, capability, or next step.
Two business professionals shaking hands in a modern office.
Improve the service journeys that matter most
Tell us where customer service or internal workflows are slowing down. We’ll help identify the right journey, capability, or next step.

FAQ

Cubic helps non-banking organizations improve onboarding, service workflows, digital interaction, internal coordination, and operational visibility through a connected transformation structure.
The strongest fit usually includes Employee Channels, Customer Channels, Product Digital Applications, ERP, and WORX AI720 depending on the organization’s operating model and workflow intensity.
Yes. Cubic is designed to improve external service quality while also giving internal teams better workflow structure, visibility, and follow-through.
It can already carry meaningful content as a broad adjacent-sector page, even if product depth expands further later.
The strongest fit usually includes onboarding improvement, service coordination, request handling, approval flow, digital interaction, and operational enablement.

How can we help you