One Truth, One Tool – How nCino Bridges the Gap & Drives Revenue Across Lines of Business Natalie Waggett, Director – Solution Consulting Matthew Collins, Manager – Customer Success June 13 th 2018
One Truth, One Tool – How nCino Bridges the Gap & Drives Revenue Across Lines of Business
Natalie Waggett, Director – Solution ConsultingMatthew Collins, Manager – Customer Success
June 13th 2018
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The Typical Challenges
• Antiquated systems and manual paper-based processes
• Disparate systems• Limited view of the customer, limiting
cross-selling opportunities• Lack of mobile technology• Weighed down by regulations• Meeting customer
expectations/demands in a digital world• Manual sales process management• Duplicative data entry
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From the Employee’s Perspective
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From the Customer’s Perspective
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The Single Platform Model
Equipment Leasing & Finance
CustomerEngagement
Retail Sales& Service
CommercialBanking
Small Business / SMEBanking
TreasuryManagement Sales
& Onboarding
Mortgage
Coming Soon
Future
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End Goal – One Truth, One Tool
“We’ve retired other software programs, because now we have nCino. Software programs that we didn’t even think we would remove in the beginning of implementation, are now gone because we don’t need them. Everybody wants everything in nCino. They want that one location.”
- Jennifer Johnson, Business Services Coordinator Corning Credit Union
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End Goal – One Truth, One Tool
“We look at nCino as a platform to take us to the next level in our industry. We have access to an online portal, online loan applications, and a cloud based platform that puts our information at our fingertips anytime and anyplace for anyone.”
- Jonathan Krieps, Chief Operations Officer North State Bank
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Panel Discussion
Jonathan KriepsChief Operations Officer
North State Bank
Warren BrownVP, Head of Emerging
MarketsNorthern Bank
Jason ShieldsVP, Loan Operations Manager
Gulf Coast Bank & Trust
Questions?