Skip To Content

nCino Salesforce Integration

Provide a connected customer experience.

Salesforce and nCino make a powerful team. By connecting the two, you can take full advantage of nCino’s Bank Operating System, and its features for commercial loan origination, digital account opening, and treasury management. What’s more, you can pair it with Salesforce’s CRM capabilities to build a holistic customer experience.

 

FSC and nCino, a powerful duo

Benefits of Connecting nCino and Salesforce

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

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.

 

nCino Salesforce integration

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.

Get your eBook copy now.

Client Success Stories

Learn how Silverline helped these companies leverage Salesforce and nCino to significantly improve their business.

Why choose Silverline?

As a Salesforce consulting partner, 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, 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.

Two business men shaking hands,

We’re ready to help

Learn more about how Silverline can help you connect nCino and Salesforce.

Let’s chat

We don't support Internet Explorer

Please use Chrome, Safari, Firefox, or Edge to view this site.