CrossFirst Bank has enjoyed significant growth, having increased its staff by 40 percent over the past year and expanded its commercial loan portfolio. As a result, the $2.2 billion-asset Kansas-based bank identified the need for a scalable solution to help support this growth while maintaining the bank’s commitment to superior customer service. With nCino’s Bank Operating System, CrossFirst Bank has gained a single, secure cloud-based platform, built on Salesforce.com, that combines customer relationship management (CRM), loan origination, workflow, enterprise content management, business process management and instant reporting. Since just recently going live, the bank has already experienced an increase in process transparency and received new insights into its loan pipeline, in turn, leading to a better borrower experience.

Amy Fauss, chief operating officer at CrossFirst Bank, said, “Leveraging nCino’s Bank Operating System enables us to confidently meet increased loan demand with more speed and productivity by reducing our reliance on paper and empowering employees to close loans more quickly and efficiently than before.”

“As we continue to broaden our presence, we remain focused on providing excellent service to our customers in every part of their financial lives,” added Tom Robinson, chief credit officer at CrossFirst Bank. “With nCino, we’ve found a true partner that enables us to streamline and automate our entire loan process, in addition to providing expanded capabilities that allow us to better know and serve our clients. This equates to elevating the customer experience, even as we take on new business.”

nCino’s Bank Operating System grants CrossFirst Bank visibility into the lending process from beginning to end. By offering a more comprehensive view into the individual loan as well as the broader portfolio, the bank has proper data intelligence across business lines to monitor opportunities and performance.

“Banks cannot afford to sacrifice customer service for the sake of scale, which means investing in technology that is sustainable to both experience and growth,” said Paul Clarkson, senior vice president of community and regional financial institutions at nCino. “With nCino’s Bank Operating System, CrossFirst Bank has realized a level of loan process transparency and efficiency that allows employees to communicate faster and more accurately, while keeping up with the demands of a growing portfolio and customer base.”