Powerful Client Lifecycle Management (CLM) Software
From onboarding to ongoing success, nCino's CLM solution revolutionises how banks acquire, onboard, and grow commercial relationships.
Book a Discovery Call
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.
Ineficiencias manuales
Los sistemas heredados, con introducción manual de datos y papeleo, ralentizan significativamente la incorporación de nuevos clientes.
Barreras normativas
Las regulaciones KYC y AML suponen una carga adicional de recursos y aumentan la complejidad del cumplimiento normativo.
Expectativas de los clientes
Los clientes exigen un alta rápida, personalizada y sin complicaciones. Cualquier demora pone en riesgo su fidelización.
Escalabilidad limitada
Las entidades que están creciendo encuentran dificultades para mantener la eficiencia de los procesos de onboarding a medida que aumenta la demanda.
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.
