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Average Ratings 0 Ratings

Total
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features
design
support

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Write a Review

Description

Many financial institutions prioritize enhancing the experience for both existing and prospective clients; however, they often lack the necessary tools and strategies to effectively implement large-scale customization. This is precisely why investing in a marketing automation solution is crucial, particularly one tailored to the specific requirements of the banking sector, which can lead to exceptional outcomes. Our platform empowers banks to elevate their sales effectiveness and fine-tune their messaging through precisely targeted micro-segmented campaigns. By transitioning from juggling various campaigns to a system that streamlines repetitive tasks through automation, teams can dedicate more time to crafting compelling offers and engaging in meaningful dialogues with their customers. This comprehensive management process covers everything, from generating leads to converting them into loyal clients, while also employing automated campaign and message prioritization powered by machine learning algorithms. Furthermore, our system allows for dynamic content personalization that leverages customer data and tailored offers, ensuring that communication is both relevant and impactful, ultimately fostering stronger customer relationships.

Description

The nCino Cloud Banking Platform is a comprehensive, cloud-based solution that addresses challenges and promotes opportunities facing financial institutions (FIs) today. It's an end-to-end platform that connects commercial banking, mortgage, consumer banking, small business banking and treasury management. No matter what business your customers have with your institution, they will receive a seamless, intuitive, consistent, and personalized experience across all channels, which is key to driving satisfaction and retention.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

ACCELQ No 
AutoRABIT No 
Bridger Insight XG No 
Continuous No 
Equifax Ignite for Financial Services No 
Factual Data No 
Glia No 
Onfido No 
Own Data No 
OwnBackup No 
Plaid No 
RDC Platform No 
Sandbox Banking No 

Integrations

ACCELQ Yes 
AutoRABIT Yes 
Bridger Insight XG Yes 
Continuous Yes 
Equifax Ignite for Financial Services Yes 
Factual Data Yes 
Glia Yes 
Onfido Yes 
Own Data Yes 
OwnBackup Yes 
Plaid Yes 
RDC Platform Yes 
Sandbox Banking Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

Packages are customizable and priced accordingly.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Infocorp Group

Founded

1994

Country

Uruguay

Website

infocorpgroup.com/en/ic-marketing-automation-en/

Vendor Details

Company Name

nCino

Founded

2012

Country

United States

Website

ncino.com

Product Features

Banking

ATM Management No 
Compliance Tracking No 
Corporate Banking No 
Credit Card Management No 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking No 
Private Banking No 
Retail Banking No 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Marketing Automation

A/B Testing No 
Analytics / ROI Tracking Yes 
Artificial Intelligence No 
Content / Blogging Platform Yes 
Customizable CTAs Yes 
Drip Campaigns Yes 
Dynamic Content Yes 
Landing Pages / Web Forms Yes 
Lead Scoring Yes 
Sales Intelligence Yes 
Search Marketing Yes 
Segmentation Yes 
Social Marketing Yes 
Website Visitor Tracking Yes 

Product Features

Banking

ATM Management No 
Compliance Tracking Yes 
Corporate Banking Yes 
Credit Card Management No 
Credit Union Yes 
Investment Banking No 
Multi-Branch Yes 
Online Banking Yes 
Private Banking No 
Retail Banking Yes 
Risk Management Yes 
Securities Management No 
Transaction Monitoring No 

Loan Origination

Amortization Schedule No 
Audit Trail No 
Closing Documents Yes 
Compliance Management Yes 
Customer Database No 
Digital Signature Yes 
Document Management Yes 
Fee Management No 
Loan Processing No 
Online Application Yes 

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