Platinum Bank’s core focus is business banking, catering to growth-oriented businesses with annual revenues of $2–50 million. The bank offers products and services to meet the needs of growing organizations across the Greater Twin Cities and Western Wisconsin.
Platinum Bank successfully implemented nCino and wanted to enhance their capabilities and performance on the platform. The company was looking for platform support and expertise to optimize their system and solve outstanding issues like core updates to loan officer assignments, UI improvements, consumer loan workflows, and credit actions and presentations.
While Platinum Bank has teams of financial experts, they needed hands-on technical expertise to manage their nCino platform and perform ongoing configuration to meet their evolving employee and customer needs.
The Zennify nCino Managed Services team collaborated with Platinum Bank to improve the performance of their nCino instance to increase their operational efficiency, productivity, and employee engagement. Zennify streamlined the bank’s existing commercial loan workflows through the following:
In addition to the commercial loan workflows, Zennify established new consumer loan workflows in nCino, bringing the entire consumer loan origination process into nCino and creating visibility across the portfolio. Outside of workflows, Zennify updated critical supporting documentation, including revisions to the commercial credit memo and brand-new SBA and consumer credit memos. Zennify continues to partner with Platinum Bank as the ecosystem’s first and only nCino Managed Services provider.