nCino for Salesforce Overview: Ncino Salesforce

nCino is a cloud-based banking operating system, offering a suite of solutions designed to automate the operations of financial institutions (FIs) and revolutionize client interactions in small businesses, commercial, and retail banking.

The nCino platform digitalizes documents and processes, enhancing transparency in data and establishing an open ecosystem by operating as a data hub. It seamlessly connects and interacts with the FI’s core banking data, CRM data, data lakes, customer financial data, third-party industry data, and APIs.

Is nCino the Same as Salesforce?

While nCino is a bank operating system built on the Salesforce platform, it operates as a distinct entity. The nCino architecture is cloud-based and inherently versatile, utilizing Salesforce technology as its foundation.

Relationship Between nCino and Salesforce nCino and Salesforce have a strategic partnership established in 2011 to empower financial institutions with digital innovations. This collaboration aims to drive efficiencies, deliver intelligence, reduce risks, and promote customer growth and loyalty in the financial services industry. The partnership involves deepening connectivity to Salesforce platform tools, including CRM, powered by AI and automation, and Financial Services Cloud.

Expanding on this collaboration, nCino will enhance its integration with Salesforce to empower financial institutions further. The partnership extension includes updated commercial terms, improving nCino’s subscription gross margins and extending the term of the agreement to 2031.

About nCino nCino is a global leader in cloud banking, providing a single Software-as-a-Service (SaaS) platform. It assists financial institutions in modernizing operations related to corporate and commercial, small business, consumer, and mortgage customers. nCino partners with over 1,850 financial service providers globally.

For more information, visit

Salesforce, Financial Services Cloud, and others are trademarks of Salesforce, Inc.

For Media Inquiries: Natalia Moose Email: [email protected]

Safe Harbor Statement This press release contains forward-looking statements within the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. These statements are based on nCino’s historical performance, current plans, estimates, and expectations. Forward-looking statements involve risks and uncertainties that may cause actual results to differ materially. nCino does not undertake any obligation to update or revise forward-looking statements. These statements are subject to risks and uncertainties, including market adoption of the solution and privacy and data security matters. Further information on potential risks is available in reports filed by nCino with the U.S. Securities and Exchange Commission.

For additional information, please refer to nCino’s filings with the SEC, available at or

Content updated January 2024.

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