Cirrus Changes Company Brand with User Interface Messaging Improvements and Smart App ™ to Streamline Customer Onboarding Process

EVERGREEN, Colorado – (COMMERCIAL THREAD) –Cirrus, a provider of cloud-based document management software, has completed a massive rebranding effort in response to the accelerated growth of the business and the industry’s need for adaptive software to streamline lending processes and integration. Coinciding with the unveiling of the new brand, Cirrus launched an updated website, along with its enhanced Intelligent Application ™, which enables sophisticated filtering and routing tools for multiple integration use cases within a financial institution. Additionally, Cirrus announced a major messaging enhancement to come within the platform.

Cirrus’ messaging enhancements to the user interface simplify communication and collaboration of documents required when onboarding new and existing customers with an inbox-style design. The platform’s UI messaging format includes the functionality of standard Cirrus checklists, the ability to share documents seamlessly, and tools to request additional information, such as a file request. . Updates also allow lenders to store documents for individual contacts, automatically completing the necessary documents if a customer chooses to open a different account or a new type of loan.

The enhanced platform also includes a product routing tool to streamline online applications using decision tree logic to drive customers to different products through eligibility filtering. Using decision tree logic, the platform collects information about borrowers, such as the intended use of funds, to automatically request the relevant documents, allowing lenders to run the process of integration based on the products that best match the criteria entered online by the potential customer.

“Recent enhancements to the Cirrus platform further streamline the management of transaction flows and document chaos effortlessly, so bankers can focus on transactions rather than documents,” said David Brooks, founder and CEO of Cirrus. “Our customizable and secure portal is designed to allow teams to easily track loan status, automatically name and group documents, and access online support systems to efficiently navigate the loan cycle. This rebranding strengthens Cirrus’ position as an industry leader offering lending innovations and an unmatched customer experience.

About Cirrus

Cirrus provides a digital customer engagement tool that eliminates the “document chaos” associated with managing commercial and SME bank account integration and loan documentation to deliver a superior customer experience for customers in banking, health, agriculture, oil and gas, among others. Using a cloud-based, API-enabled system, financial institutions are able to create electronic checklists, collaborate on the documents needed at every stage of the transaction, upload sensitive documents quickly and safely and easily view the status of the transaction itself. Carefully designed by bankers for bankers, Cirrus offers its clients a policy-driven structure and is committed to returning 10 million hours of operational savings to the banking industry. For more information visit

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