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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Overcoming Obstacles to Onboarding CLM
Financial institutions face mounting pressure to streamline client relationships throughout their 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.
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 streamlines commercial onboarding by embedding UK-specific business intelligence directly into your workflows. Instantly pre-populate forms, automate risk assessments, and remove manual data entry with deep data integration powered by our FullCircl acquisition. This exclusive integration gives UK financial insitutions unparalleled access to:
Entity Search & KYB – Access 270M+ business records with real-time Companies House data and instant company verification.
UBO & Related Parties – Full visibility of ownership structures, corporate links, and key officers.
ID&V & AML Screening – Biometric identity checks plus real-time sanctions, PEP, and adverse media screening.
CIFAS Integration – Fraud prevention intelligence to protect against financial crime.
Credit Bureau Data – Instant creditworthiness assessment and financial health indicators.
Take it further with the nCino Platform
nCino unifies CLM with Commercial Loan Origination and Portfolio Management in a single system. Data flows smoothly from onboarding through lending and portfolio monitoring, letting relationship managers move from KYC to loan origination quickly, while compliance teams have full visibility.
nCino Platform
Solutions Built to Power and Evolve Your Financial Institution
Ready to transform your institution?
Trusted by over 2,700 financial institutions, the nCino Platform will enhance strategic decision-making, risk management, and customer satisfaction at your institution. See our best-in-class intelligent solutions in action—request your free demo today.
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