Experience the Power of Client Lifecycle Management
From onboarding to ongoing success, nCino Client Lifecycle Management (CLM) revolutionises how banks acquire, onboard, and grow commercial relationships.
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The Platform Trusted by Industry Leaders Across the World
Overcoming Obstacles to Onboarding CLM
Financial institutions face mounting pressure to streamline client relationships throughout the stages of their customer lifecycle. Yet a variety of challenges impact client onboarding and lifecycle management, leading to extended timelines and frustrated customers.
Manual Inefficiencies
Legacy systems rely on repetitive, manual data entry and paperwork that slow down onboarding timelines.
Compliance Roadblocks
KYC and AML regulations place additional strain on resources, increasing the complexity of compliance management.
Customer Expectations
Customers demand fast, seamless, personalized banking. Delays risk losing customers.
Limited Scalability
Growing institutions struggle to maintain onboarding efficiency as volumes increase.
Simplified Compliance. Smarter Onboarding. Faster Growth.
nCino CLM streamlines commercial onboarding by enhancing the customer experience, ensuring regulatory compliance, and embedding customer data. Instantly pre-populate forms, save time on risk assessments, remove manual data entry, and automate workflows with deep data via seamless integrations.
Data Aggregation
Provides a single source of truth, so you never have to ask clients for the same document twice.
Team Connection
Connects front, middle, and back office teams to improve collaboration and consistency.
Workflow Automation
Automates onboarding tasks like document collection, KYC/KYB, and compliance workflows.
Regulatory Control
Helps your teams manage regulatory requirements with more control and less friction.
Client Satisfaction
Give clients the transparency they expect through real-time updates to reduce churn.
Sustainable Growth
Supports long-term growth by creating stronger, more efficient commercial relationships for your sales teams.
Success that speaks for itself
75%
Reduction in Onboarding time
39
paper based forms eliminated
14%
more critical risk issues identified for enhanced security and compliance
Your Data Delivered Directly in Your Workflow
nCino CLM integrates seamlessly with leading data providers worldwide, from credit bureaus to compliance databases and regional intelligence sources.
Our flexible platform connects to the partners that matter most in your market. Contact us to configure the perfect data ecosystem for your institution.
