nCino for Retail Banking
Streamline the retail loan process with nCino and increase profitability.
Modern consumers have increased expectations from their financial institutions.
Because of their interactions with companies like Amazon, modern consumers are looking for ease and convenience, as well as options to handle their needs through digital channels.
Benefits of nCino for retail banking
To attract and retain clients, banks and credit unions need seamless processes, where they can meet customers in their preferred channels and serve personalized, exceptional experiences. nCino’s retail banking solutions improve the account opening and lending experience, increase visibility, and close more loans.
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Create a low touch or even no touch loan application backed with powerful loan auto-decisioning to reduce the time from application to closing.
Save customers time and reduce abandoned applications when they apply for new products by leveraging data previously provided. Allow returning applicants to easily pick up where they left off.
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Provide transparency to loan applicants so they know the status of their application.
Give visibility to employees throughout the origination process so all departments are in sync with the onboarding process for a customer.
Simple user interface shows the most relevant application data at a glance and loan origination checklists ensure quality and completeness of data.
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Leverage multiple data sources to automate the identity verification process, whether for businesses or individuals. Save underwriting time by reducing the number of deposit account and loan applications requiring manual review.
Ensure compliance with bank policy and federal lending regulations such as AML, KYC, KYB, Reg B, and BSA.
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Support customers with nCino’s digital customer service solution. Allow customers to request help during the application process through their preferred channel — whether chat, messaging, audio, or video — with the help of nCino partner Glia.
A Guide to nCino and Financial Services Cloud Implementations
A digital origination solution from nCino and Salesforce Financial Services Cloud provides an ideal foundation for any financial institution to modernize and optimize the customer lifecycle from end to end — from sales prospecting all the way through account opening and servicing. Download our whitepaper to learn how you can deliver a seamless client experience...
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Client Success Stories
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Client CAP COMHow CAP COM uses Financial Services Cloud and nCino to stay community-focused
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Client Eastern FundingHow Eastern Funding built a customer-centric experience with Salesforce FSC + nCino
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Client Lake City BankLake City Bank moves from fixed functionality to custom capabilities with FSC and nCino
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Client Peoples BankPeoples Bank leverages Salesforce and nCino to evolve technology with rapid growth
Service Innovations to Create Customers for Life in Retail Banking
There’s a new baseline for the customer experience in banking. People expect more channels, more capabilities, and a faster pace. Improving customer service is key, but if your firm doesn’t have the right platform to help meet new expectations, it’s time to implement a change. In this eBook, learn how to create a better customer experience and improve...
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Why choose Mphasis Silverline?
Mphasis Silverline is a top Salesforce and nCino partner with over a decade of experience serving banks, credit unions, and other lending institutions. Our consultants specialize in these verticals, and often have first-hand experience working at banks in the past.
In addition to our industry expertise, we also bring our technological expertise from more than 50 projects on the nCino platform. Wherever you are in your nCino journey, we can help — whether you’re looking to implement nCino, set up new features, or improve your existing org. We’ll help you build a modern experience for both your employees and your commercial customers.
