Drive Growth with a Seamless Onboarding Experience 

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 customers should be as simple and flexible as possible.

nCino's cloud banking platform equips your financial institution (FI) with our 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. With this solution, you can:

  • Improve customer satisfaction with individualized engagement 

  • Consistent compliance across all channels 

  • Achieve complete transparency across business lines 

Digitally engage consumers and businesses with online channels.

Eliminate disconnected, manual processes in favor of integrated, automated processes, utilizing a single onboarding solution to achieve transparency across business lines. Enable front-line bankers with the tools to better understand customers to anticipate needs, offer counsel, and expand relationships.

A Single Platform Built with Your Goals in Mind

nCino's patented Document Manager is a configurable, integrated, and secure content management system, which incorporates an institution's policies, processes, and document requirements. Access to documents is permission-based, so users can access what they need when they need it through one central location. Document Manager eliminates the need for paper files and allows financial institutions to achieve a 100% electronic loan file process.

  • Seamless customer onboarding. No matter how customers interact with you, they'll have a smooth experience. 

  • Personalized financial services. Understand your customers’ needs and offer products and services that fit their life. 

  • Increase account usage. Get the most out of your valuable customer relationships. 

  • Secure access to your information. Your data is always safe. 

  • CDD/KYC compliance. A framework to help you comply with regulations. 

  • Instant access to documents. Find any document you need quickly and easily. 

Navy Federal CU Logo

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

See a Demo

See nCino in action and learn how the pioneer in cloud banking can help transform your financial institution.

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