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Integration · Insurance & Lending

nCino integration

nCino Salesforce

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

See the architecture diagram ↓

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.

Last reviewed October 2, 2026 by the Vantage Point team. Product names and capabilities belong to their respective vendors; access to some data requires the vendor's approval. Browse all integrations →

Architecture

How data flows: nCino integration

CRM Middleware / connector layer Connected system
What syncs between systems
FromToWhatDirectionTimingHow
nCinoSalesforce Loans & relationshipsSame Salesforce platform. ⇄ two-way real-timenative connector
Core bankingnCinovia MuleSoft / middleware Core banking data ⇄ two-way scheduledAPI

A typical pattern, simplified. Your design depends on licenses, data ownership and volumes, which we settle in discovery.