A Match Made in Banking: Accelerating ROI with nCino and Salesforce

Jenna Trott  |  July 27, 2023  |  5 Minute Read

nCino and Salesforce

Customers want more than just financial services from their banks; they seek genuine connection and understanding – a partner in their journey toward financial well-being. And in a world that in many ways has become detached and impersonal, it becomes that much more important for banks to provide experiences that go beyond the transactional nature of banking. However, in the last year alone, organization application usage has increased, surpassing 1,000 applications on average with less than 30% actually integrated. The consequence is an intricate web of data silos, burdened with the weight of rising costs, duplicated efforts, productivity bottlenecks, and fragmented experiences that alienate customers, driving them away.

This begs the question, what can be done to create a seamless and user-friendly digital experience that parallels the warmth of face-to-face interactions?

The ultimate solution lies in the seamless integration of nCino and Salesforce, empowering the agile streamlining of operations and providing the flexibility to pivot swiftly. This powerful synergy helps banks not only meet customer expectations but exceed them, forging lasting relationships that stand the test of time. Let’s take a look at how.

“In a world that in many ways has become detached and impersonal, it becomes that much more important for banks to provide experiences that go beyond the transactional nature of banking.”

nCino – what do they do?  

Banks hold extensive and diverse customer data, encompassing geospatial, financial, social media, and lifestyle information – but shockingly, 73% of leaders admit struggling with transforming this wealth of data into actionable insights that can be effectively utilized. nCino is an end-to-end cloud banking platform that offers a forward-looking solution to not only empower financial institutions with refreshingly simple data insights, but to also streamline their operations and provide excellent customer experiences to thrive in the ever-evolving banking landscape. Features include:

Onboard with Ease thanks to functionalities that cater to front, middle, and back-office onboarding procedures, empowering financial institutions to assess the risk associated with clients while delivering a seamless and personalized user experience. Seamless client onboarding ensures compliance while enabling personalized services with real-time analytics.

Superior Loan Origination system that acts as an all-in-one solution automating workflows, managing documents, and offering real-time reporting for various lending products. It ensures compliance, streamlines loan management, and provides stakeholders with easy access to a single digital loan file.

Streamline Account Opening for commercial, consumer, and small business clients while adhering to compliance standards. Flexible, intuitive, and scalable workflows enables clients to seamlessly open accounts digitally on any device, in branches, or through call centers.

Leverage nIQ to embark on the path toward banking innovation. With AI, machine learning, and analytics, nIQ empowers financial institutions with game-changing insights and streamlined processes to fuel growth. Say goodbye to manual data entry and hello to optimized decisions, increased revenue, and minimized risks!

Unlock Open Ecosystems with a dynamic convergence of open APIs and integrations. Seamlessly unite diverse data sources, core systems, credit agencies, and third-party apps in a powerful central data hub. Experience a unified and actionable data platform right at your fingertips!

nCino stands at the forefront of banking technology, reshaping the industry with enhanced customer service and operational excellence. But when combined with Salesforce, its potential reaches new heights – let’s explore how.

The Power of Integrating nCino and Salesforce 

When you harness the power of Salesforce, the global CRM leader, alongside nCino’s exceptional banking solutions, a world of possibilities and unparalleled benefits opens up. Integrating these two technologies not only enables banks to redefine the financial services landscape, but it also works to eliminate many of the challenges faced by banks such as data silos, cumbersome processes, and inconsistent member experiences. How? Let’s take a look.

Unleash Banking Efficiency by joining the forces of nCino and Salesforce. Stop juggling a myriad of applications and fighting with outdated legacy systems. By providing a unified platform for managing various banking processes, employees can enjoy a refreshingly seamless, efficient, and simple workflow that boosts productivity.

Supercharge Loan Origination and Processing with a system that redefines speed and automation. Leveraging Salesforce as its foundation, nCino’s loan origination system empowers accelerated and highly automated loan processing. The result? A significant reduction in processing times, enhancements in underwriting efficiency, and swift access to funds for your valued members.

Create Moments that Matter for your members thanks to nCino and Salesforce’s holistic 360-degree view of member information. Empower employees with valuable insights into customers’ unique financial relationships, preferences, and needs that enables transparent and agile service, fosters higher satisfaction and makes your bank, the bank they trust.

Empower Decisions by uniting Salesforce’s powerful business intelligence capabilities with nCino’s robust data tracking and reporting feature. Financial institutions gain access to a wealth of comprehensive analytics, metrics, and KPIs to make more informed decisions and closely monitor business performance, ushering in an era of strategic excellence.

Unleash Agility in the wake of lightning-fast market changes. Integrating nCino and Salesforce empowers financial institutions with unparalleled flexibility. This not only ensures superior customer service but also positions banks to seize new opportunities, forging a path to unprecedented growth and success.

Company Case Study

Let’s take a look at the case of Jared.


Jared, a small business owner, had been a loyal customer at his bank for many years. However, his experience with them was not without its fair share of challenges. The loan application process was tedious and time-consuming, causing delays in accessing funds for his business expansion endeavors. He also felt disconnected from the bank, facing communication gaps and unclear updates regarding his loan applications. Other challenges included:

Jared often experienced a lack of timely and transparent communication from his bank. He felt as though he was left in the dark about a number of his concerns, leaving him with an overwhelming sense of being overlooked and undervalued as a member.

Jared’s bank relied on outdated systems and manual processes, leading to frustratingly slow loan processing times and extended waiting periods before Jared heard back from any of his requests.

Limited access to digital banking services not only created a feeling of disconnect for Jared, it was also significantly inconvenient. Jared felt as though his bank was inaccessible and  had no real understanding of his financial needs or aspirations.

Motivated by his desire for a better banking experience, Jared opted to transition to a bank harnessing the power of nCino and Salesforce integration. Right from the start, he sensed the bank’s dedication to a seamless customer experience, fostering a genuine interest in his financial goals. Here’s how this integration helped to create a more unified and personalized banking experience for Jared:

Seamless Loan Applications enabled Jared to complete the application online with just a few clicks, eliminating the hassle of visiting the branch repeatedly.

Real-Time Updates kept Jared well-informed throughout the loan approval process. He received information in real-time about the status of his application, ensuring transparency and reducing anxiety about the progress.

Personalized Offerings made possible by Salesforce’s 360-degree view allowed the bank critical insight into Jared’s financial needs to offer tailored loan options. Jared felt valued, knowing that the bank took his unique requirements into account.

Efficient Underwriting powered by nCino resulted in expedited loan approvals. Jared was impressed by how quickly his loan requests were processed, enabling him to seize new business opportunities promptly.

Agile Response to Challenges provided by nCino and Salesforce allowed the bank to offer Jared flexible payment options when Jared faced an unexpected cash flow dip due to a temporary market downturn. Innovate Bank swiftly responded. This not only alleviated Jared’s financial stress during the challenging period, but also reinforced his trust in his banking institution.

Jared’s switch to the bank leveraging nCino and Salesforce proved to be transformative. The seamless processes, transparent communication, and swift responses to challenges helped foster an enduring customer relationship. Ultimately, Jared was left feeling seen as more than just an account number, he found a bank that recognized his uniqueness and became an integral part of helping him achieve his financial goals.

Why AGG?

For financial institutions entrusted with managing and safeguarding members’ money, delivering trustworthy services and support is essential. Selecting the right allies, those who share your goals, becomes paramount in the journey to build that trust. This is precisely where Access Global Group excels, offering a unique blend of global deployment expertise coupled with the agility of a boutique firm. With a remarkable track record spanning over 15 years in diverse industries and holding the prestigious Salesforce Platinum-level partner status, AGG ensures that your financial institution’s needs and expectations are not only met but exceeded throughout the entire integration process.

AGG’s unparalleled proficiency in integrating nCino and Salesforce with various banking institutions is truly invaluable. We possess a one-of-a-kind project methodology that places our clients at the forefront of every decision, ensuring that their requirements and aspirations drive our solutions. Our extensive experience working with Salesforce and the financial services industry further underscores our ability to deliver the finest solutions tailored specifically for your business.

What challenges is your bank currently facing? Reach out to us, and together, we can identify the most suitable solutions to address your unique needs effectively!

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