Major Producer of Beer, Wine & Spirits
July 28, 2022Banking
Regional Community Bank
Our customer is a full-service community bank based providing banking solutions and personalized service to their customers.
Key Business Needs
- Digitize account opening process and streamline data flow to and from systems of record
- Customer 360 view in Financial Services Cloud to improve customer service
- Get access to real-time data from various systems to perform key business functions (Account management, General Banking, Loan Processing, Document Management)
Our Solution
- Providing APIs to integrate data between nCino banking platform, Salesforce FSC and their current servicing applications (DNA, FiTek).
- A reusable and scalable architecture as banking users and customers are onboarded
Technology Use Cases
- Real-time look-ups of account balances/transactional data in core systems(DNA, FiTek, etc) from within FSC, nCino, and Community Cloud
- Synchronizing customer data between FSC/nCino and backend banking applications
- Batch sync between FSC/nCino/Marketing Cloud and internal Data Warehouse
Results/Business Outcomes
- Expedited Loan origination to processing – reduction in time by up to 60% due to real-time data integrations
- Enhanced customer servicing through digitized loan tracking for sales reps and direct onboarding
- Improved revenue channel – through PPP and SBA loan initiatives