West Monroe Optimized. nCino Automated.
As a strategic implementation partner of nCino, West Monroe brings the suite of nCino Bank Operating System tools directly to our clients.

For banks, operating systems can be inefficient and inconsistent due to reliance on manual data entry, siloed activities, low visibility across the bank enterprise, and a lack of system integration. The combination of nCino and West Monroe brings our clients the optimized, cloud-based suite of nCino tools, implemented with West Monroe’s thoughtful and strategic approach to solving our clients’ pain points.

Bank Operating System

nCino’s Bank Operating System is a powerful tool for driving increased profitability, security, productivity gains, regulatory compliance, and operating transparency at all organizational levels and across all lines of business. Built on the Force.com platform, it can help banks improve commercial loan origination and loan portfolio management processes through automation. West Monroe Partners can help your bank to maximize the return on its nCino investment. As both an nCino partner and a Salesforce Platinum Certified Development Partner with deep product and industry experience, we have worked with many banks to build tailored commercial lending solutions based on a foundation of best practices. 

Account Opening

nCino’s Account Opening solution equips banks with the ability to digitize both their commercial and retail customer experiences. The solution helps overcome many common hurdles in the account opening process like lengthy paper based processes, limited view of customer lending, disparate systems and inconsistent processes. We work with nCino to leverage CRM, automated workflows, and digital document management to:
Increase customer satisfaction and retention

  • Reduce compliance risk
  • Improve account growth rates
  • Reduce overhead costs and improve efficiency

Retail Sales and Service

nCino’s Retail Sales and Service Solution digitally transforms retail banking to improve how financial institutions serve their retail and small business customers. nCino provides banks with a single mobile-enabled platform for assessing customer needs, account opening and loan origination that gives bankers the ability to engage with customers in the branch and out in the field. nCino’s Retail and Sales solutions can drive customer satisfaction and loyalty through: 

  • Supporting consultative needs-based customer interactions
  • Quick and efficient new customer onboarding
  • Superior customer relationship management and a 360° view of the customer
  • Intuitive account opening processes for multiple lines of business
  • A seamless retail lending experience
  • Flexible reporting tools

Our Approach

Our experienced team will work with you to develop an nCino strategy tailored to your institution’s commercial and retail needs:

  • Plan and manage the project from start to finish 
  • Design the solution
  • Map data and integrate the solution with our core systems 
  • Configure, build, and test system
  • Train users and administrators and deploy the system, either broadly or on a pilot basis


For your internal teams, our nCino solutions can boost productivity, visibility, and accountability. And for your bank’s commercial and retail customers, it can deliver a better overall experience. And that drives better performance. 

  • A better customer experience
  • More satisfied and loyal customers
  • Faster time to revenue
  • Enhanced risk management
  • Greater management insight
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