Short answer
nCino is a banking and lending platform built on Salesforce. Integrating nCino with your wider Salesforce org, Financial Services Cloud and core banking system gives relationship managers one view of loans, deposits and relationships.
How the nCino integration works
Because nCino runs on Salesforce, it shares the platform with Sales Cloud and Financial Services Cloud. Integration work focuses on data model alignment, the core banking system, and reporting across loans and relationships.
What syncs
- Loans and pipelines
- Relationships and entities
- Core banking data
Integration options
- Native Salesforce platform
- Core banking integration through middleware
What to plan for
- Data model overlap with FSC
- Core banking connectivity
Frequently asked questions
Does nCino run on Salesforce?
Yes, nCino is built on the Salesforce platform.
Can nCino and FSC work together?
Yes, with careful design of shared objects and relationships.