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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Digital Sales and Onboarding Platform is tailored for Banks and Insurance Companies. Our new Digital Sales and Onboarding platform makes it easy to sell. Customers can access banking and insurance products with just a click. There would be no loss of a single sale. Customers can start the buying process on one channel, including a branch, and finish it on another channel. The system keeps reminding/alerting customers with unclosed deals to help them close them. Digital Sales & Onboarding Platform Modules: - Product Comparisons and Browsing. - Learn about and customize product variants. - Apply for/Buy Product Upload the Documents You Need - Transfer or Pay Required Amount - Bank Verification. - Internal Workflow/API - Chat/Discussion on a Two-Way Deal - Single Branch Visit by appointment

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 No 
Free Version No 

Pricing Details

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

Deployment

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

eBSEG

Founded

2000

Country

Canada

Website

ebseg.com/Digital-Sales-and-Onboarding-Platform.html

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 Yes 
Credit Union No 
Investment Banking No 
Multi-Branch No 
Online Banking Yes 
Private Banking No 
Retail Banking Yes 
Risk Management No 
Securities Management No 
Transaction Monitoring 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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