Powerful Client Lifecycle Management (CLM) Software
From onboarding to ongoing success, nCino's CLM solution revolutionises how banks onboard and grow commercial relationships.
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The Platform Trusted by Industry Leaders Across the World
Why CLM Transformations Stall
Modernising client onboarding and lifecycle management is a strategic priority for financial institutions, but most face the same barriers that slow progress, inflate costs, and push clients away.
Regulatory and Operational Complexity
Extended onboarding timelines due to complex regulatory requirements and operational processes.
Escalating Financial Crime Costs
Rising expenditure on financial crime compliance and anti-money laundering systems.
Rising Client Expectations
Client attrition resulting from slow and cumbersome onboarding and lending experiences.
Legacy Technology Challenges
Outdated systems creating operational silos and hindering digital transformation efforts.
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.
Your Data Delivered Directly in Your Workflow
For UK Financial Institutions Only — 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 and KYB – Access 270M+ business records with real-time Companies House data and instant company verification.
UBO and Related Parties – Full visibility of ownership structures, corporate links, and key officers.
ID&V and 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.
Operating outside the UK? 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.
