nCino Treasury Management
Silverline helps banks streamline their treasury management processes by leveraging nCino.
Customer experience is key in treasury management. Customers can frequently face lags in approvals, a lack of transparency, and a slow time from approval to fulfillment. This is caused by fragmented systems and processes in the bank’s back end systems. With the help of nCino treasury management solutions and Silverline’s banking expertise, your banking institution can leverage a single platform to streamline the administration of complex treasury relationships and provide a great treasury experience for customers.
Benefits of nCino Treasury Management
Drive visibility, accelerate time to revenue, and drive more business with nCino for treasury management.
Streamline the journey from sales to maintenance in one system
Handle the full treasury management lifecycle, from the generation of an opportunity to pricing, order entry, fulfillment, and maintenance.
Track the onboarding process and perform maintenance requests directly from the Relationship. Track all maintenance changes made on the Maintenance History page.
Leverage document management to gather and store necessary Relationship and Treasury Service documents along the way.
Simplify pricing and quote process
Model multiple different product and pricing scenarios to present to your customer, with support for single pricing, pricing tiers, and progressive tiers.
Easily route approvals to individuals and committees. Once approved, convert quotes directly to orders with the click of a button.
Deepen customer relationships
See the customer’s entire relationship with the bank in one location and easily identify cross-sell opportunities for treasury services.
Seamlessly manage referrals from other lines of business to grow your Treasury Services portfolio.
Why choose Silverline?
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 maintain your existing org. We can help you leverage nCino for your treasury management operations, and build a seamless experience for your customers.
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 by harnessing the combined power of nCino and FSC.
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Learn more about how Silverline can help you improve your treasury management processes with nCino.