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Average Ratings 0 Ratings

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features
design
support

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Write a Review

Description

Union | platform offers a comprehensive digital backbone that fosters innovation, smart automation, and transformation across various domains. Its modules encompass essential functions such as client records, messaging, deal management, payments, accounting, and reporting, enabling efficient management of vital business processes. With an agile architecture that is both customizable and Cloud-hosted, this platform ensures seamless operations and adaptability. Supporting a wide array of financial services, including Banking, Credit Unions, and Lending, the digital core presents a fully integrated infrastructure from front to back for delivering financial services. Utilizing advanced technology, your business gains the flexibility, scalability, and efficiency needed to thrive while maintaining reliability. The landscape of Financial Services is evolving rapidly; shifts in client demands, market dynamics, and technological advancements are transforming the industry at an unprecedented pace. Organizations that rely on outdated legacy systems find themselves at a disadvantage, while those embracing digital advancements are able to secure a competitive edge by realizing both immediate and sustainable benefits, positioning themselves for future success.

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 Yes 

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 Yes 
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) No 
Online Support Yes 

Customer Support

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

Types of Training

Training Docs Yes 
Webinars Yes 
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

Union Financial Technologies

Founded

2012

Country

Estonia

Website

www.unionfintech.com/union-platform/

Vendor Details

Company Name

nCino

Founded

2012

Country

United States

Website

ncino.com

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 Yes 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring No 

Currency Exchange

Analytical Reporting No 
Client Management No 
Custom Account Statements No 
Data Backup Scheduling No 
For Money Exchanges No 
Margin Management No 
Market Data Access No 
Position Management No 
Real Time Currency Quotes No 
Real Time Tracking No 
Transaction Management No 

Financial CRM

Account Alerts No 
Asset Management No 
Expense Tracking No 
Household Tracking No 
Influence Tracking No 
Lead Management No 
Marketing Management No 
Relationship Tracking No 
Team Assignments No 
Territory Management No 

Loan Origination

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

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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