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Creating a Human Touch for Digital Channels with nCino and Glia

SaleMove

Our partner, nCino, discusses why it is imperative for FIs to find ways to humanize the digital experience that they provide to their customers. The post Creating a Human Touch for Digital Channels with nCino and Glia appeared first on Glia Blog | Digital Customer Service Explained.

Blog 52
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10 Best Practices for Successful nCino Implementations

West Monroe

nCino implementations have the potential to touch nearly all aspects of a bank’s operational workflows, data management system, and customer journey. After completing dozens of implementations with our partner nCino, we’ve learned a lot about how to help banks ensure successful implementations. Emphasize a Common Process.

Banking 61
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Improving Customer Experience with nCino

West Monroe

nCino has brought to market a Loan Origination and Treasury Management onboarding solution which, in addition to other efficiencies, has helped financial organizations overcome these legacy pitfalls by building better, more streamlined internal processes which have in turn yielded a more engaging customer experience. How do they do it?

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Salesforce Tutorial: Dynamic List Views for Records You Are Assigned To

West Monroe

The below scenario is based on work we’ve done with a mid-sized commercial bank leveraging Salesforce and nCino for their loan origination. The post Salesforce Tutorial: Dynamic List Views for Records You Are Assigned To appeared first on The Blend: A West Monroe Partners Blog. Questions on creating dynamic list views?

Banking 40