nCino Services

nCino Services

Through its Bank Operating System, nCino leverages the scalability, flexibility and security of the Salesforce platform to deliver a complete end-to-end banking solution. nCino integrates directly with a bank’s core accounting system and encompasses customer relationship management (CRM), loan origination, enterprise content management, data analytics and more. Across all channels and business lines, nCino’s Bank Operating System is highly and easily configurable to a bank’s specific needs and processes.

Commercial Banking

Commercial Banking

nCino’s Commercial Banking Solution drives intelligent automation into every corner of the financial institution.

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Retail Sales & Service

Retail Sales & Service

nCino provides institutions with a single mobile-enabled platform for account opening and retail loan origination.

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Customer Engagement

Customer Engagement

nCino’s Customer Engagement Solution enables financial institutions to deliver a customer-centric digital experience through a single platform.

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Commercial Banking

Customers expect a high level of personal service across their financial institution, yet many institutions struggle to keep up. Multiple business lines engage with the same customer using disparate technologies that don’t communicate or integrate, leading to duplicate data entry and inefficient processes. nCino’s Commercial Banking Solution drives intelligent automation into every corner of the financial institution. Through a single platform, institutions have the power to manage all aspects of the commercial banking process from onboarding to account opening to treasury management services, to loan origination and approval, while providing quality control along the way. From start to finish, nCino makes it easy for institutions to provide the level of personal service customers expect while generating more loans, reducing costs and ultimately driving more revenue for the bank. The Commercial Banking Solution provides:

1

Paperless

100% paperless environment.

 

2

Productivity

Increase in staff productivity with automated workflow.

 

3

Operational Efficiency

Greater operational efficiency and reduced costs.

 

4

Compliance

Increase in regulatory compliance.

 

5

Increased Volume

Higher loan volume and decreased loan closing times.

Retail Sales and Service

The regulatory environment, financial service channels and customer behaviors and expectations are continually evolving. nCino’s Retail Sales and Service Solution digitally transforms retail banking to improve how financial institutions interact with and serve retail and small business customers. nCino provides institutions with a single mobile-enabled platform for account opening and retail loan origination that allows bankers to engage with customers in the branch and out in the field, increasing customer satisfaction and loyalty. Through an intelligent and powerful cloud-based solution that optimizes business processes, institutions and their customers interact on the same platform. This means institutions can quickly respond to opportunities and regulatory changes as well as increase wallet share with:

1

Onboarding

Quick and efficient new customer onboarding.

 

2

CRM

Superior customer relationship management and a 360° view of the customer.

 

3

Intuitive Processes

Intuitive account opening processes for multiple lines of business.

 

4

Seamless Experience

A seamless retail lending experience that supports customer interactions and back office tasks.

 

5

Customer Identification

Dynamic CIP collection and Know Your Customer automation with flexible reporting tools.

Customer Engagement

In the past, banks interacted with customers and prospects in a limited number of ways. However, in today’s fast-paced, digitally-connected world, banks must be prepared to interact with anyone, anywhere and at any time. nCino’s Customer Engagement Solution enables financial institutions to exceed customer expectations, build stronger relationships and deliver a customer-centric digital experience through a single platform. Customers can access a state-of-the-art portal that gives them a digital channel to apply for products and services, a 24/7 gateway to information regarding the status of their loans and the ability to easily upload required documentation. nCino marries innovative technology with powerful capabilities, allowing financial institutions to successfully engage with customers in a way that is seamless, modern and transparent. The solution enables institutions to:

1

Personalized Experience

Supply a personalized customer experience.

 

2

Boost Loyalty

Boost customer loyalty and revenue.

 

3

Improved Transparency

Provide greater transparency for your customers.

 

4

Streamlined Engagement

Increase and streamline customer engagement.

 

5

Digital Experience

Offer a convenient and digital application experience.