How can nCino users track customer engagement over time?

Tracking customer engagement over time in nCino is effectively achieved through the use of reporting tools that analyze customer interactions. These reporting tools enable users to gather and evaluate data related to customer behaviors, preferences, and interactions with the banking services provided. By compiling this information, users can identify patterns, trends, and changes in engagement level, which ultimately helps in understanding the customer journey.

This method is systematic and relies on quantitative data, allowing for informed decision-making and strategic planning to enhance customer satisfaction and engagement. It contrasts with options like conducting surveys only, which provides feedback at a specific point in time rather than an ongoing analysis, or relying on guesses based on customer feedback, which lacks the precision and reliability needed for tracking engagement quantitatively. Additionally, relying on third-party tracking software could complicate the process and introduce inconsistencies if not fully integrated with nCino's platform. Thus, utilizing nCino’s built-in reporting tools represents the most effective way to track and analyze customer engagement over time.