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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
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One Truth One Tool FINAL - Amazon S3...cross-selling opportunities • Lack of mobile technology • Weighed down by regulations • Meeting customer expectations/demands in a digital

Jun 01, 2020

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Page 1: One Truth One Tool FINAL - Amazon S3...cross-selling opportunities • Lack of mobile technology • Weighed down by regulations • Meeting customer expectations/demands in a digital

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

Page 2: One Truth One Tool FINAL - Amazon S3...cross-selling opportunities • Lack of mobile technology • Weighed down by regulations • Meeting customer expectations/demands in a digital

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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

Page 3: One Truth One Tool FINAL - Amazon S3...cross-selling opportunities • Lack of mobile technology • Weighed down by regulations • Meeting customer expectations/demands in a digital

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From the Employee’s Perspective

Page 4: One Truth One Tool FINAL - Amazon S3...cross-selling opportunities • Lack of mobile technology • Weighed down by regulations • Meeting customer expectations/demands in a digital

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From the Customer’s Perspective

Page 5: One Truth One Tool FINAL - Amazon S3...cross-selling opportunities • Lack of mobile technology • Weighed down by regulations • Meeting customer expectations/demands in a digital

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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

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Questions?