Onboard Effectively. Serve Intuitively.
Today, your financial institution must provide an exceptional treasury management experience and service to create the value needed to acquire and retain customers and increase non-interest income.
Provide Exceptional Customer Experiences Start to Finish
From the initial sale through implementation and maintenance, nCino’s Treasury Management Solution increases customer satisfaction and enables institutions to exceed their complex commercial transaction goals. Using our solution, you can:
Automate customer onboarding workflows
Accelerate approval processes and time-to-revenue
Easily track project status and service-level agreement metrics
Provide transparency for customers and employees
Reduce risk and compliance burdens with reporting and audit features
Streamline Treasury Management, Drive Non-Interest Income
To optimize treasury’s value, financial institutions (FIs) must embrace automation in their sales, onboarding, and fulfillment processes to reduce the amount of time between when a new treasury customer says “yes” to the first time a customer can begin transacting.
17%
in SLA for maintenance requests
28%
in SLA for new treasury deals
5
minute onboarding for treasury services
One Platform
Leverage technology to reduce manual tasks and provide visibility to every stakeholder at each stage of the treasury process.
The changes that have been made to nCino's Treasury Management Solution are exactly what we need and will better enable us to serve our clients and make their banking life easier.
Mickey Jemo, Client Services Manager at Santander Bank, N.A.
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