nCino's Treasury Management Sales and Onboarding Solution
In today's transaction banking environment, differentiation in treasury management product and service delivery is a key factor in creating value facilitated by new technologies and automation. nCino's Treasury Management Sales and Onboarding Solution leverages technology to reduce manual tasks, provide transparency to the customer and employee and enable institutions to effectively manage each stage of the process. The Bank Operating System maintains relationship data across all channels, combining automated workflow, business intelligence and document management to streamline processes, increase revenue and alleviate regulatory pressure.
Efficiently manage leads, opportunities and accounts from a single, secure system.
Configure needs assessment workflows, reuse customer data throughout the relationship.
Easily meet service level agreements by automatically initiating order entries and creating detailed customer summaries.
Allow users to easily manage treasury services in mass as well as keep track of historic maintenance requests.
Onboard customers and conduct needs assessments with streamlined workflow preconfigured with an institution's business processes.
A configurable, integrated digital document repository allowing instant access to any document, incorporating an institution's policies.
Create configurable, detailed Proformas to align with institutional processes and reduce product set-up errors.
Leverage order entry information for efficient installation and configuration as well as custom workflows to track implementation times.
Gain real-time visibility into bottlenecks and display important customer data in aggregate.
nCino's configurable platform allows institutions to fulfill regulatory compliance policies as well as global, local and federal regulations.
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