Effectively onboard. Intuitively serve.

nCino's Treasury Management Sales and Onboarding Solution

Streamline Treasury Management, Drive Non-Interest Income

Automate customer onboarding workflows
Accelerate approval processes and time-to-revenue
Easily track project status and service level agreement metrics
Provide transparency for customers and employees
Reporting and audit features reduce risk and compliance burdens

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.

Provide an Exceptional Customer Experience Start to Finish


Efficiently manage leads, opportunities and accounts from a single, secure system.


Configure needs assessment workflows, reuse customer data throughout the relationship.

Order Entry

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.

Customer Onboarding

Onboard customers and conduct needs assessments with streamlined workflow preconfigured with an institution's business processes.

Document Management

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.

Reports and Dashboards

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.

"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. It is great to know we have a voice in these exciting enhancements."
Mickey Jerno, Client Services Manager at Santander Bank, N.A.

Schedule Your Demo

Fill out the form or contact nCino directly.