Overview
Onboard Effectively. Serve Intuitively.
Today, your financial institution must provide an exceptional treasury management experience and service to create the value needed to acquire and retain customers and increase non-interest income.
Key Features
Provide Exceptional Customer Experiences Start to Finish.
From the initial sale through implementation and maintenance, nCino’s Treasury Management Sales & Onboarding Solution increases customer satisfaction and enables institutions to exceed their complex commercial transaction goals. Using our solution, you can:
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
- Reduce risk and compliance burdens with reporting and audit features
Key Benefits
To optimize treasury’s value, financial institutions (FIs) must embrace automation in their sales and onboarding processes to reduce the amount of time between when a new treasury customer says “yes” to the first time a customer can begin transacting.
- 27% reduction in new deal service-level agreement time
- 5 days maintenance time, reduced from 24 days
- 50% decrease in time for quality control
- 4 hours implementation time, compared to 3 days