nCino enhances treasury management sales and onboarding in the cloud


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nCino, the worldwide leader in cloud banking, has enhanced its Treasury Management Sales and Onboarding Solution within the Bank Operating System to give financial institutions greater functionality to more fully support their business relationships on a single platform.

Sixty percent of banks report that improving customer onboarding is extremely important to achieving their cash management strategy[1]. nCino has enhanced its Treasury Management Sales and Onboarding Solution to make it easier for financial institutions to quickly and efficiently onboard new treasury customers and serve existing customers through a robust, flexible and highly configurable solution. New features unveiled as part of nCino’s Fall 2017 product release include a configurable proforma, dynamic order entry, enhanced data model and more.

Emily Bogan, nCino’s head of commercial product, said:

“We continue to dive deeper into the world of commercial banking and with this release, we have completely reimagined our Treasury Management Sales and Onboarding Solution. Now, banks can more easily and efficiently onboard and service an expanding number of customers and prospects, all while maintaining regulatory compliance and automating formerly cumbersome processes. We are really proud of these enhancements and how we continue to deliver innovation across the financial services landscape.”

nCino’s Bank Operating System uniquely brings together treasury sales, onboarding and fulfillment. As part of the latest product release, the platform now provides:

· A fully configurable proforma to allow banks to gather customer data, create pricing scenarios and use tiers to price treasury service opportunities with volume-based discounts, and complete the successful sale of treasury service products all within the nCino user interface;

· The ability to create internal and external PDF versions of the Proforma using nCino’s form generation tool;

· A new, more intuitive dynamic order entry to make it easier than ever for financial institutions to meet their service level agreements; and

· Significant improvements to the task-driven business processes that fuel product set-up, maintenance and removal.

Many of these updates and enhancements were a direct result of customer feedback. In fact, approximately 45 percent of all nCino customers participate in a company-sponsored advisory group or design program where they share insight, recommendations and best practices to help shape and influence future direction and functionality of the Bank Operating System.

“The changes that have been made to nCino’s Treasury Management Sales and Onboarding Solution are exactly what we need and will better enable us to serve our clients and make their banking life easier,” said Mickey Jemo, client services manager at Santander Bank, N.A. “It is great to know we have a voice in these exciting enhancements.”

nCino will be demonstrating the newest features of its Treasury Management Sales and Onboarding Solution at AFP 2017, the annual conference for the Association of Financial Professionals, Oct. 15-18, 2017, in San Diego.