How are custom fields utilized within the nCino platform?

Custom fields within the nCino platform are designed to capture additional data that is specific to a bank's unique requirements or its customer relationships. This flexibility allows financial institutions to tailor their data collection to reflect the specific needs of their operations, products, or services. By using custom fields, banks can ensure they gather the necessary information that may not be addressed by the standard fields provided by nCino. This can lead to better insights into customer behavior, improved service delivery, and more effective decision-making based on data that is directly relevant to their clientele.

While there are functions within nCino that involve automation and integration with other systems, the primary role of custom fields is focused on enhancing the data management aspect by providing a mechanism to capture crucial information that aligns with individual institutional practices.