Description

Introduction

nCino’s reporting and analytics capabilities, powered by Salesforce, enable financial institutions to gain valuable insights into banking operations, loan performance, risk management, and compliance. This training focuses on leveraging Salesforce Reports, Dashboards, and AI-powered analytics to optimize decision-making and business performance.

Prerequisites

• Basic knowledge of nCino and Salesforce platform.
• Familiarity with Salesforce Reports, Dashboards, and Data Management.
• Understanding of banking metrics and financial data analysis.

Table of Contents

1. Introduction to nCino Reporting and Analytics

1.1 Overview of nCino’s Data Model and Reporting Capabilities
1.2 Importance of Data-Driven Decision-Making in Banking
1.3 Key Differences Between Salesforce Standard and nCino-Specific Reporting
1.4 Best Practices for Financial and Compliance Reporting

2. Creating and Customizing nCino Reports

2.1 Understanding Standard vs. Custom Reports in nCino
2.2 Building Reports for Loan Origination, Risk Assessment, and Compliance
2.3 Using Filters, Cross-Filters, and Formula Fields for Deeper Insights
2.4 Automating Report Generation and Scheduling

3. Advanced Dashboards for nCino Analytics

3.1 Designing Executive Dashboards for Bank Operations
3.2 Visualizing Key Performance Indicators (KPIs) with Salesforce Dashboards
3.3 Customizing Charts, Graphs, and Dynamic Dashboards
3.4 Embedding Dashboards in nCino for Real-Time Insights

4. Data Management and Reporting Performance Optimization

4.1 Managing Large Data Sets for Accurate Reporting
4.2 Optimizing Report Performance with Data Aggregation Techniques
4.3 Handling Data Security and Access Control in Reports
4.4 Ensuring Compliance with Audit-Ready Reporting

5. AI-Powered Insights with Einstein Analytics

5.1 Introduction to Salesforce Einstein for nCino Analytics
5.2 Using AI-Driven Predictions for Risk and Loan Analysis
5.3 Automating Data Trends and Anomaly Detection
5.4 Leveraging Machine Learning for Customer Behavior Insights

6. Integrating External Data Sources for Advanced Reporting

6.1 Connecting nCino Reports with Core Banking Systems
6.2 Integrating Third-Party Data for Market and Risk Analysis
6.3 Automating Data Imports and Real-Time Synchronization
6.4 Ensuring Data Accuracy and Compliance Across Systems

7. Case Studies and Best Practices

7.1 Real-World Examples of nCino Analytics Success
7.2 Common Challenges in Banking Reporting and How to Solve Them
7.3 Best Practices for Scalable and Actionable Financial Insights
7.4 Future Trends in Financial Reporting and Predictive Analytics

Conclusion

With powerful reporting and analytics, nCino on Salesforce helps financial institutions make informed decisions, improve risk management, and enhance operational efficiency. By mastering reporting customization, AI-driven insights, and data integration, professionals can unlock the full potential of nCino’s analytics capabilities.