As consumer expectations for seamless digital experiences grow, the emphasis on a single platform to help deliver fast, convenient and personalized services is even more pronounced. Built by bankers for bankers, the nCino Retail Sales and Service Solution extends the Bank Operating System to deliver a state-of-the-art digital and retail solution for financial institutions and their customers. By replacing disparate systems and processes to connect customer interactions with back office tasks, the solution will improve how banks are able to interact with their customers by speeding up onboarding and simplifying the retail lending and account opening processes, while also decreasing risk and increasing win rates. nCino empowers the customer to open deposit accounts and apply for retail loans anytime, anywhere and on any device, resulting in a true competitive advantage for financial institutions in today’s banking landscape.
“In order to succeed in today’s digitally-forward consumer environment, financial institutions need the best technology to meet and exceed customer expectations, while also remaining compliant with various regulations. The nCino Retail Sales and Service Solution provides a true 360-degree view of the customer portfolio, allowing bankers to interact in a personalized manner with their customers, which leads to stronger relationships and increased wallet share,” said Trisha Price, EVP product development and engineering at nCino. “The expansion of the nCino platform into retail and consumer banking underscores our commitment to transforming financial services through innovation, reputation and speed and providing a true end-to-end solution on a single platform.”
nCino’s Bank Operating System leverages the power and flexibility of the Salesforce Platform to combine CRM, enterprise account opening, loan origination, workflow, enterprise content management, digital engagement and instant, real-time reporting in a single cloud-based platform. As part of the expansion of the Bank Operating System, the Retail Sales and Service Solution provides:
“nCino’s Retail Sales and Service Solution will change the landscape from a consumer banking perspective,” says Elizabeth Magennis, EVP and chief loan officer of ConnectOne Bank. “Given that we’re a technology-forward bank, nCino will help us deliver a personalized retail banking experience to all our customers, fueling digital transformation and growth.”
ConnectOne Bank has been focused on increased speed and transparency across multiple areas of the institution – including account opening, the lending process and portfolio management. ConnectOne Bank's implementation of the Retail Sales and Service Solution further showcases its commitment to the nCino platform and its efforts to seamlessly tie together all aspects of the banking experience on a single platform in order to best serve customers.
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