Treasury Management

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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

Streamline Treasury Management, Drive Non-Interest Income

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