Major Producer of Beer, Wine & Spirits
July 28, 2022

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