Executive sponsors preparing to invest in nCino must first develop an implementation strategy. Here are West Monroe’s top recommendations to align the organization and deliver a great experience.
By Andy Reising and Brett Mastalli

Over the past several years, we’ve seen banks increasingly focused on optimizing core business processes with improved workflows and automation solutions. nCino is a leading innovator in this space with their bank “operating system” built on the Salesforce.com platform. nCino’s product provides solutions for lending, treasury management, and retail sales and service. For banks that are still evaluating nCino, defining a strategy must be the first step in the process. When making the case for nCino, ensure your bases are covered by engaging the right stakeholders and building a clear vision of the value-add that an nCino implementation will bring the organization.

Based on our experience, we have compiled eight key strategic considerations to guide the development of your nCino implementation strategy. In almost every case, our clients were looking to streamline efficiencies and provide a more sophisticated customer experience through improved technology. However, technology is only one piece of the puzzle. The supporting people and processes around the technology are key to successful implementations and that is where West Monroe, a trusted nCino implementation partner, has been able to provide unique insight and expertise to our clients.

Read this paper to learn how to: 

  • Create a framework to begin a successful nCino implementation
  • Assemble the right team of stakeholders
  • Strategically govern priorities throughout the project


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