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The Power of the Platform: An Executive-Level Look Under the Hood of Seamless Digital Banking

A frictionless digital banking journey is here. Faster time-to-close. Long term client loyalty. Simplified transactions.

When flexible technologies like Salesforce Financial Services Cloud, nCino, and DocuSign come together, the reality of a seamless digital banking experience can be delivered. Recently, we spent time with banking leaders to look under the hood of the platforms that underlie the best digital banking journeys.

The Salesforce platform enables agile streamlining of operations and the ability to pivot quickly to meet customer expectations. With Salesforce + nCino built on the same platform (and nCino’s DocuSign integration), customer data and experience is one smooth flow across your financial institution.

The true magic lies in how these pieces work together to cover everything from Referral / Lead Management, to Automated Bookings and eSignature, to Contract Lifecycle Management.

Watch our on-demand webcast featuring leaders from Zennify, Salesforce, nCino, and DocuSign to:

  • Understand how Salesforce & nCino being built on the same platform benefit customer and employee experience
  • Learn how everything from Referral / Lead Management, to Automated Bookings and eSignature, to Contract Lifecycle Management are seamlessly handled
  • See live demos, including new features that will give your institution a competitive advantage/services/financial-services-cloud/
Want to make frictionless digital banking a reality at your financial institution?

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