What aspect of customer data does nCino primarily focus on?

nCino primarily focuses on customer interactions and transaction histories because this comprehensive view enables financial institutions to better understand their customers' needs and preferences. By analyzing interactions—such as communication logs, feedback, and service requests—alongside detailed transaction histories, nCino helps banks provide more personalized and efficient services. This data-driven approach facilitates enhanced customer engagement and informed decision-making, ultimately fostering stronger customer relationships and improved operational efficiency.

This focus on interactions and historical transaction data is critical for identifying trends, predicting customer behavior, and developing tailored financial solutions, which are essential in today’s competitive banking landscape. In contrast, limiting the focus to only recent transactions would provide an incomplete picture, while relying solely on social media presence would not offer actionable financial insights, and historical data without insights would lack the analysis needed to drive meaningful customer engagement.