Introduction

Data-driven decision-making is crucial for financial institutions to improve efficiency, ensure compliance, and enhance customer experiences. nCino’s advanced reporting and analytics capabilities provide deep insights into loan origination, compliance, risk management, and overall banking operations. This training explores how to leverage nCino’s reporting tools, dashboards, and analytics for strategic business intelligence.

Prerequisites

• Basic knowledge of nCino and its core functionalities.
• Familiarity with banking operations and financial reporting.
• Understanding of data visualization and analytics concepts.
• Experience with Salesforce reporting tools is helpful but not required.

Table of Contents

1. Introduction to nCino Reporting and Analytics

1.1 Overview of nCino’s Reporting Capabilities
1.2 Importance of Data-Driven Decision-Making in Banking
1.3 Understanding nCino’s Integration with Salesforce Analytics
1.4 Key Metrics and KPIs for Financial Institutions

2. nCino Standard Reports and Customization

2.1 Navigating Pre-Built Reports in nCino
2.2 Customizing Standard Reports for Business Needs
2.3 Filtering, Sorting, and Grouping Data for Insights
2.4 Exporting and Sharing Reports with Teams

3. Creating Advanced Reports

3.1 Using Report Builder for Custom Report Creation
3.2 Cross-Object Reporting for Deeper Insights
3.3 Scheduling and Automating Report Generation
3.4 Leveraging Report Formulas for Calculated Metrics

4. Dashboards and Data Visualization

4.1 Designing Interactive Dashboards in nCino
4.2 Best Practices for Data Visualization in Financial Services
4.3 Embedding Real-Time Analytics in Business Workflows
4.4 Enhancing User Experience with Dynamic Charts and Graphs

5. Loan and Credit Risk Analytics

5.1 Analyzing Loan Performance and Credit Risk Trends
5.2 Predictive Analytics for Risk Management
5.3 Understanding Delinquency and Default Reports
5.4 Automating Credit Risk Assessment with nCino

6. Compliance and Audit Reporting

6.1 Generating Regulatory Compliance Reports
6.2 Maintaining Audit Trails and Data Integrity
6.3 Tracking Policy Adherence and Risk Flags
6.4 Automating Compliance Reporting for Regulators

7. Performance and Operational Analytics

7.1 Measuring Branch and Employee Productivity
7.2 Analyzing Loan Origination and Processing Times
7.3 Monitoring System Performance and Workflow Bottlenecks
7.4 Benchmarking Against Industry Standards

8. AI and Machine Learning in nCino Analytics

8.1 Leveraging AI-Driven Insights for Business Growth
8.2 Predictive Modeling for Customer and Risk Analysis
8.3 Using Machine Learning for Fraud Detection
8.4 Future Trends in AI-Powered Financial Analytics

9. Case Studies and Best Practices

9.1 Real-World Applications of nCino Reporting
9.2 Common Pitfalls in Report and Dashboard Design
9.3 Best Practices for Data Governance and Quality
9.4 Future-Proofing Analytics Strategies in Financial Services

Conclusion

Effective reporting and analytics in nCino empower financial institutions with actionable insights, improved compliance, and enhanced operational efficiency. By mastering advanced reporting, dashboards, and AI-driven analytics, banking professionals can drive data-driven strategies that optimize performance and decision-making.