Embracing the Digital Relationship with Your Customer

Embracing  the  Digital  Relationship  with  Your  Customer Jennifer  L.  Adams Education  Services   Manager (nCino,  Inc.)

Nathan  Snell SVP  Product  Development          

Wednesday,   May  18,  2016 1:30pm-­‐2:15pm

(nCino,  Inc.)

Port  City  Coffee Earlier  today  at  Port  City  Coffee  

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Customer/Member  View Introducing   Christa  Shelton   – owner  of  Port  City  Coffee   (borrower)

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Financial  Institution  View Introducing   Jennifer  Adams   (lender)

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What  actually  happened? Visit  Borrower

Setup  Borrower  with  access  to  nCino  Portal

Borrower  logs  into  Portal  to  upload  documents

Manage  and  Review  documents  in  DocMan

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Digital  Engagement

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nCino   2016  Customer  Portal  Overview 1

nCino  Portal  Administration • License  Administration

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Relationship  Managers  and  Loan  Managers • Enable  Users  /  Contacts  for  Portal  Usage • Establish  Connected  Relationships • Manage  Documents  available  for  upload

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Portal  Users • Manage  my  Relationship  I nformation • Manage  my  Loans • Upload  required  documents 7

nCino   2016  Customer  Portal  Roadmap nCino  Solution

Bank  Customers/Credit  Union  Members

Loans

(Fall  2015)

Relationships (Spring  2016)

nCino   Customer  Portal

Retail

(coming  soon)

Treasury  Management (coming  soon)

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Embracing  the  Digital  Relationship

• What  do  you  think  will  be  the  most  impressive  

reason  YOUR  BORROWERS  will  want  to  use  the   nCino  Portal?

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Embracing  the  Digital  Relationship

• What  is  the  most  impressive  reason  YOU  as  an   nCino  User  want  to  use  the  nCino  Portal?

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Embracing  the  Digital  Relationship

• What  do  you  feel  is  the  most  important  part  of   YOUR  digital  relationship  with  customers?

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Embracing  the  Digital  Relationship

• How  do  you  handle  or  how  do  you  think  you  would   handle  taking  online  applications?

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Q  &  A

5:30pm  – 6:00pm   Community  Lounge Chris  Adams,  Product  Manager

THANK  YOU! Jennifer  L.  Adams  &  Nathan  Snell