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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

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.

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Things to consider before installing FSC into your nCino org

When you install FSC into your nCino org, there are many considerations you’ll want to take into account. Based on your setup, you’ll want to review your processes, record types, data models, and more.

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Lake City Bank

When Lake City Bank found out its legacy operating system technology was being sunsetted, they knew it was time to upgrade. Learn how Silverline helped Lake City Bank embark on a multi-phased Salesforce and nCino implementation.

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

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