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nCino Salesforce Integration

Deliver a connected customer experience with nCino and Salesforce.

Salesforce and nCino make a powerful team.

By connecting the two, you can take full advantage of nCino’s Bank Operating System and Salesforce’s CRM capabilities to build a holistic customer experience.

Benefits of connecting nCino and Salesforce

Salesforce and nCino each provide powerful capabilities, and when leveraged alongside each other, they can facilitate the sort of connected experience banking clients are looking for today. While nCino is built on the Salesforce platform, by combining it with Salesforce Financial Services Cloud, Marketing Cloud, and other tools, you can:

  • Gain a unified view of each customer through their entire banking & lending journey
  • Run marketing campaigns based on core data such as financial accounts, loans, and deposits
  • Provide a streamlined and connected customer experience
  • Enhance employee productivity and operational efficiency
  • Drive customer satisfaction and loyalty

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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Guide to nCino and Financial Services Cloud Implementations Whitepaper Cover

Client Success Stories

Why choose Mphasis Silverline?

As a Salesforce consulting partner, Mphasis Silverline has over a decade of experience working with Salesforce, along with proven expertise in the banking and lending industry. Our consultants come with first-hand experience and knowledge acquired through thousands of implementations.

In addition, Mphasis Silverline is a certified nCino partner. With combined technology and industry expertise, we have the capabilities needed to guide your project to success and ensure your system is configured properly for your financial institution’s needs.

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