Description

Introduction

nCino is a cloud-based banking platform designed to enhance efficiency and streamline banking processes. As an administrator, your role is crucial in configuring, managing, and optimizing the nCino platform to align with business needs. This training provides a comprehensive understanding of nCino’s administrative functions, including system configuration, user management, security settings, workflow automation, and integration with other banking systems.

Prerequisites

• Basic knowledge of banking operations and financial services.
• Familiarity with cloud computing and CRM platforms.
• Experience with Salesforce administration is highly recommended.
• Understanding of user roles, workflows, and security policies.

Table of Contents

1. Introduction to nCino Administration

1.1 Overview of nCino as a Cloud Banking Platform
1.2 Key Responsibilities of an nCino Administrator
1.3 Understanding the nCino-Salesforce Relationship

2. User and Role Management

2.1 Creating and Managing Users in nCino
2.2 Defining Roles, Profiles, and Permission Sets
2.3 Implementing Security and Access Controls
2.4 Managing User Authentication and Single Sign-On (SSO)

3. System Configuration and Customization

3.1 Configuring Page Layouts and Record Types
3.2 Customizing Fields, Objects, and Data Models
3.3 Setting Up Approval Processes and Workflow Rules
3.4 Managing Custom Reports and Dashboards

4. Workflow Automation and Business Process Management

4.1 Automating Banking Workflows with nCino
4.2 Configuring Business Rules and Decision Trees
4.3 Leveraging AI and Analytics for Process Optimization
4.4 Managing Task Automation and Notifications

5. Loan Origination and Credit Administration

5.1 Configuring Loan Origination Workflows
5.2 Managing Credit Analysis and Risk Assessment Rules
5.3 Setting Up Loan Decisioning and Underwriting Processes
5.4 Compliance and Regulatory Reporting Features

6. Compliance, Security, and Risk Management

6.1 Ensuring Regulatory Compliance with nCino
6.2 Implementing Data Encryption and Security Policies
6.3 Audit Trails, Logging, and Risk Monitoring
6.4 Managing Data Retention and Access Policies

7. Integration with External Systems

7.1 Understanding nCino’s API and Integration Capabilities
7.2 Connecting nCino to Core Banking Systems
7.3 Integrating with Third-Party Financial Applications
7.4 Managing Data Migration and System Updates

8. Advanced Configuration and Performance Optimization

8.1 Performance Tuning for nCino Workflows
8.2 Best Practices for Data Management and Storage
8.3 Troubleshooting Common Administrative Issues
8.4 Leveraging Sandbox and Testing Environments

9. Best Practices and Case Studies

9.1 Real-World Use Cases of nCino Administration
9.2 Common Challenges and Solutions for Administrators
9.3 Strategies for Continuous Improvement in nCino Management
9.4 Future Trends in nCino and Cloud Banking Administration

Conclusion

Effective nCino administration ensures seamless banking operations, compliance, and process automation. This training equips administrators with the skills to configure, manage, and optimize nCino for their institution’s needs. By mastering these administrative functions, you can enhance user productivity, maintain system security, and support digital transformation in banking.