nCino Salesforce Integration
Silverline helps you deliver 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.
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.
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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Client Success Stories
Learn how Silverline helped these companies leverage Salesforce and nCino to significantly improve their business.
case study
Eastern Funding
As Eastern Funding grew to fund businesses in all 50 states, they knew they needed to continue to adapt to their customer needs. Silverline's experts helped Eastern Funding build a customer-centric platform that allowed their team to continue to grow with Financial Services Cloud and nCino.
Read More Eastern Funding
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.
We’re ready to help
Learn more about how Silverline can help you connect nCino and Salesforce.
