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Banking Achieve Seamless nCino Book-to-Core Integration with MuleSoft
When dealing with as many different technology systems as banks do, integration is the only way to guarantee that data is unified across the organization. Platforms like nCino enable faster onboarding, loan origination, and deposit account opening, but to fully deliver, they must seamlessly connect...
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Banking Peoples Bank Leverages Salesforce and nCino to Evolve Technology with Rapid Growth
Peoples Bank started in 1910 in Northwest Indiana as a small community bank and has grown to an asset size of $2.1 billion. Headquartered in Munster, Indiana, Peoples Bank serves customers and communities across Northwest Indiana and Chicagoland with a wide range of consumer, business, and wealth...
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Financial Services How to Embark on a Successful Journey with Salesforce and nCino
Silverline’s Transcending CRM Podcast explores how the Salesforce ecosystem has impacted the careers of fellow Trailblazers and the businesses that have leveraged dynamic growth from the platform. A recent episode featured Julie Bonnema, VP, Digital Transformation Manager at Peoples Bank in...
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Banking Implementing Salesforce Gives GreenState Credit Union Better Member Visibility
GreenState Credit Union is a member-owned financial cooperative. Organized in 1938, GreenState has grown to be Iowa’s largest credit union and one of the top financial institutions in the United States for returning profits to members in the form of better rates and lower fees. GreenState serves...
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Financial Services How to Automate Your Deposit Account Opening Process
Opening the door. Opening a can of soda. Opening your eyes. The word open is all about allowing access and not having a confining barrier. Yet not all openings are so readily accessible. We’re referring to deposit account openings (DAO) at banks and lenders — when a person or business goes to a...
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Banking The 8 nCino Certifications You Need for Banking Success
“Always be learning” is a common mantra you’ll hear as you move up in your financial services career, and it’s a core value here at Silverline. One of the best ways to advance your learning is to take courses in areas relevant to the banking industry and educate yourself about the platforms and...
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Banking How Lenders Can Prepare for the New CFPB Rule
The Consumer Financial Protection Bureau (CFPB) has proposed a new rule designed to help small businesses gain access to credit by increasing transparency in the lending marketplace. The rule has yet to be finalized, but it will have vast implications on the lending industry if and when it does....
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Banking Managing Relationships with nCino Pricing and Profitability
When it comes to hitting profitability targets, it’s important to understand that relationship profitability is just as important as loan profitability. You might issue an unprofitable loan to keep a profitable relationship going. But in order to make the right decisions for each customer, you need...
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Banking Extend nCino Capabilities to FSC and Use AI in Your Favor
When we think about building a strong CRM strategy, it’s really about the entire customer lifecycle. How you market to leads, how you acquire and onboard new customers, how you manage regulatory rules, and how you provide customer service. With Salesforce, you can manage all of those aspects in...
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Banking Deploying nCino? Here’s What You Need to Know
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...
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Banking How 4 Banking and Lending Companies Use nCino with Salesforce Financial Services Cloud
Banking and lending is a complicated business. Teams have to juggle multiple systems to manage customer service, loan origination, email marketing, and more. nCino brings all of your legacy processes and procedures together and makes internal processes simpler, faster, and more transparent, while...
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Banking How Eastern Funding Built a Customer-Centric Experience with Salesforce FSC + nCino
Eastern Funding, a subsidiary of Brookline Bank, offers big bank strength with small firm flexibility. For over 20 years, they have financed thousands of projects across diverse industries with an unwavering commitment to building rock-solid customer relationships. But as they grew to fund...
