Engage with Customers on a Single, Digital Platform
Today's customers have the same expectations for their financial institutions as they do for any online transaction: ease of use, convenience and a personalized experience. Traditionally, banks use numerous disparate systems that do not communicate efficiently to interact with their customers, resulting in frustrating experiences, endless mounds of paper and confusion. With nCino, bankers provide their customers with a completely digital way to apply for loans, open deposit products, check the status of their products and services and the ability to digitally upload documentation anytime, anywhere. nCino's Customer Engagement Solution marries innovative technology with powerful capabilities, allowing financial institutions to engage with customers seamlessly, resulting in exceeded customer expectations and successful, long-term relationships.
A One-of-a-Kind Customer Experience Across All Devices
A configurable and integrated digital document repository allowing instant access to any document, incorporating any institution's policies.
A customer-facing solution allowing bankers and customers to interact directly in a single, secure and customized digital space.
Automatic access to business intelligence and a full range of reports with customer and loan information in one place.
With the connectivity provided by Salesforce, nCino meets each financial institution's integration requirements.
Allows businesses and consumers to fully open and fund accounts online whenever, wherever, and on any digital device.
A step-by-step, customizable workflow for adding new commercial and retail customers.
nCino is built on the Salesforce platform and utilizes the most advanced data security and encryption technology available.
Enables financial institutions to configure applications embedded with questionnaires to be completed online by customers and/or employees.
Full platform mobility provides instant access to relationship data and feature applications anytime, from anywhere and on any device.
Easily and compliantly gather new customer profile information, needs-assessment scenarios and verify relationship identities through online applications.