Build Customer Loyalty. Provide a Frictionless, Personalized Experience.

nCino's Enterprise Onboarding

Boost customer acquisition and retention with a streamlined digital onboarding process

Improve customer satisfaction with individualized engagement
80% reduction in rekeying of data
Consistent compliance across all channels
Achieve complete transparency across business lines

Today, nearly every aspect of a person's life is impacted by technology – banking is no exception. Those first moments of interaction between the banker and the customer are the most critical, which is why onboarding banking customers should be as simple and flexible as possible. nCino's Bank Operating System equips financial institutions (FIs) with its digital Enterprise Onboarding Solution to support continued innovation of front, middle and back office processes, making it possible to provide the convenient, fast and secure experiences customers want. FIs can eliminate disconnected, manual processes in favor of integrated, automated processes, utilize a single onboarding solution and achieve complete transparency across business lines. The FI is also given the tools to better understand its customer to anticipate needs, offer counsel and expand their relationship.

A Single Platform Built with a Financial Institution's Goals in Mind

Multichannel Consistency

A comprehensive single platform to seamlessly onboard customers, whether interacting with financial institutions in-branch, a digital device or several devices.


Customizable framework to maintain a question and answer database for CDD/KYC compliance and needs assessments.

Customer Centricity

Assess a customer's life journey to provide more value-added services and custom-tailored offerings based on personalized financial needs.

Document Management

A configurable, integrated document repository allowing instant access to any document, incorporating any institution's policies.


Flexible, multi-step communication and interaction tasks automatically generated to increase broader usage of a new account.


Point and click tools to accurately pull data for deposit, loan, marketing, referral, risk, in-page charting, geospatial reports and more.


Safely and securely view everything from loan, deposit and branch information to relationship data anytime, anywhere.


Services include, but are not limited to: identity verification, government watchlists, fraud lists, core systems and credit checks.

"With nCino, our employees can service members with key insights gained on the digital banking platform. We want to provide an experience that is quick, effortless and enjoyable, and we see nCino as being the tool to provide those things and more."
Dave Ledwell, SVP, Consumer Business Lending, Navy Federal Credit Union

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