Provides financial institutions with banking workflows for Salesforce Platform, including account opening, credit monitoring, and portfolio analytics.

Facts verified appexchange.salesforce.comAd-free rankings
PRICINGPaid
DEPLOYMENTCloud
CATEGORYFinance
UPDATED ON MARKETPLACE
nCino — screenshot from the Salesforce AppExchange listing

What it does

nCino provides banking workflows for financial institutions, covering lending, account setup, client onboarding, portfolio oversight, and analytics. Its listed products include Commercial Onboarding, Deposit Account Opening, Portfolio Analytics, and Incentive Compensation. Listed features include Automated Spreading, Continuous Credit Monitoring, Commercial Pricing, and Mortgage Closing.

Key capabilities

from the Salesforce AppExchange listing

Commercial onboarding

Commercial Onboarding is one of nCino's listed products.

Deposit account opening

Deposit Account Opening is one of nCino's listed products.

Portfolio analytics

Portfolio Analytics is one of nCino's listed products.

Automated spreading

Automated Spreading is one of nCino's listed features.

Credit monitoring

Continuous Credit Monitoring is one of nCino's listed features.

Mortgage closing

Mortgage Closing is one of nCino's listed features.

Who it's for

For financial institutions, including banks and credit unions.

How it compares

Hawthorn River Lending lists loan origination workflows such as credit report ordering, appraisal management, credit spreading, and write-up generation. nCino lists products and features across several banking workflows, including commercial onboarding, deposit account opening, portfolio analytics, and credit monitoring.

NamePricingDeploymentUpdated
nCinothis pluginPaidCloud
Hawthorn River LendingPaidCloud
Loan Sphere LMS (v1)PaidCloud

In the catalog

295 plugins in Salesforce Platform · Finance

Price distribution: 53 free, 14 freemium, 228 paid

Pricing & deployment

Platform
Salesforce
Product
Salesforce Platform
Deployment
Cloud
Pricing
Paid

More from nCino

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What the vendor says

«nCino is the banking platform powering the era of Agentic Banking. Built specifically for financial institutions, nCino helps banks and credit unions move faster, operate smarter, and deliver better client experiences across lending, onboarding, account opening, portfolio management, and analytics. Powered by more …»

Official marketplace listing

Publisher
nCino
Updated on marketplace
Facts verified