The nCino Bank Operating System includes a flexible User Interface (UI) feature that facilitates design of straightforward, efficient user access to data, workflow, and origination processes from beginning to end, improving the overall experience for the financial institution, and ultimately, their customers.
But knowing that you want to implement nCino and actually getting it done are two different things. After years of working with financial services clients on nCino and Salesforce Financial Services Cloud implementations, we’ve learned a few tricks of the trade to make sure you’re getting the most out of your investment.
Here’s what you need to know about nCino deployment:
Why nCino is the right choice for banks
Benefits and values of the nCino UI feature include:
- Tailorable, streamlined navigation through the loan origination process
- Single-pane view data presentation to streamline data entry
- Conditional rendering of fields, screens, and route tab visibility based on an FI’s visibility and access requirements
- Seamless integration with the Salesforce Lightning Experience
4 keys to successful nCino deployment
To successfully leverage the power and benefits of the nCino UI, it is important for any financial institution to consider best practices around the following key aspects of any user interface solution:
Silverline’s nCino UI solutions address all four of these critical success factors. We’ll dive into each one:
1. Faster, agile nCino development
To jumpstart agile nCino UI development, Silverline installs a baseline nCino UI structure that supports demonstration and configuration of foundational nCino features. This means that right out of the gate, our client project team members realize multiple benefits:
- First, they can see core nCino features in action.
- Second, they immediately begin to get a feel for navigating through the loan origination process.
- And third, as configuration decisions are made from sprint to sprint, the impact of those decisions can be visualized in a timely manner during demonstrations and hands-on practice.
Our nCino developers leverage the capabilities of Gearset to create custom code, greatly reducing the time and effort required to deploy nCino commercially for all of our clients. This decreases deployment and validation time by up to 96% — meaning a task that could take up to 12+ hours of data loading only takes 30 minutes in real time with Silverline.
Nicknamed the Button Click Deployment Center (BC/DC), our Gearset templates provide Silverline’s nCino implementation teams a simpler, speedier experience.
2. Clean, organized design
Next, Silverline’s implementation methodology includes a proven set of nCino UI design best practices that guarantees delivery of a clean, organized nCino UI design to our clients. Here’s what it looks like:
Optimal design practices facilitate efficient management and maintenance of the nCino UI configuration throughout the implementation project, so Silverline can develop and deliver nCino UI faster.
Take our customer Axos, for example. They provide a modern commercial lending experience to their customers — while ensuring key people at the bank have visibility into the loan process — with nCino’s flexible features. Even though the loan process has multiple steps, the tool removed internal silos and increased efficiency between their teams.
Equally as important, the nCino UI solution we deliver is much more straightforward for client IT to maintain after the cutover to production — we’ll talk more about that in a minute. Coupled with the detailed nCino UI knowledge transfer that Silverline delivers, client IT is set up for success after launch.
3. Robust infrastructure that can grow with you
In addition to installation of our baseline nCino UI solution, Silverline also installs an nCino UI foundational infrastructure package — a set of components and metadata configuration that support targeted, accurate deployment and management of the nCino UI-related records during and after the initial nCino implementation.
Coupled with a deployment tool, the components of the Silverline nCino UI foundational infrastructure package make it relatively simple to accurately deploy all or portions of the nCino UI solution between Salesforce orgs.
That’s exactly what happened with our client Eastern Funding. They had quickly outgrown their legacy systems, making it a challenge to stay customer-centric. nCino brought these legacy processes and procedures together and made internal processes simpler, faster, and more transparent, while also providing associates with the tools necessary to do their job.
4. Easy to maintain over time
Finally, many of those same nCino infrastructure components leverage standard Salesforce features to provide easy-to-understand UI structure and record visibility to developers and administrators as they troubleshoot, maintain, and enhance the nCino UI over time.
Our client CAP COM’s teams handled different systems for marketing, referrals, and account management, with no central view of what their members needed. But as their needs kept changing rapidly, they needed a system that could adapt with them. Financial Services Cloud paired up with their existing nCino implementation so they could more easily track and visualize member relationships, source and prioritize referrals, streamline handoffs and coordination among key stakeholders, and provide visibility throughout the entire lifecycle.
We believe that any UI solution must be functional on the front-end as well as maintainable on the back-end in order to qualify as successful. That’s exactly what nCino can deliver, if done right.
Learn more about Silverline’s best-in-class approach to nCino
As a certified Salesforce and nCino partner, Silverline has proven expertise delivering implementations and customized solutions in the financial services industry and beyond.
With best practices and successful transition in mind, we provide our clients with project accelerators that touch many aspects of Salesforce and nCino implementations, and that includes how we approach one of the most important aspects of any software implementation: the user interface. Years of nCino UI development and implementation experience have yielded Silverline’s best-in-class approach to design, development, deployment, and maintainability of the nCino UI solutions we deliver.
That’s just one part of the unparalleled customer satisfaction we deliver, stay tuned for more! Looking for more information about installing FSC into an nCino org? Look no further.