Lucro (Boutique Salesforce & nCino Consulting Firm) - Lucro - AppExchange
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Lucro (Boutique Salesforce & nCino Consulting Firm)

  • Average rating of the solution or service based on AppExchange customer reviews Rating
  • Number of Salesforce-verified projects completed by the consultant Projects Completed 1
  • Number of people employed by the consultant who hold qualifying Salesforce certifications. To learn more about qualifying certifications, check the latest Salesforce Consulting Partner Program Policy. Certified Experts 12
  • Year this company was founded Founded 2022
Helping FIs unlock the full potential of Salesforce and nCino

As a Salesforce and nCino implementation partner, we help our clients across their digital journeys: From building a strategic roadmap, to implementing Salesforce and nCino products, to continually optimizing the platform.

Highlights

  • Advisory
    • Creating a Salesforce/nCino roadmap
    • Performing an Org Health Assessment
    • Building and refining a request backlog
    • Exploring new features and functionality
  • Optimization
    • Enabling new features and functionality
    • Redesigning business processes
    • Fine-tuning system performance
    • Reducing technical debt
  • Implementation
    • nCino Product Suite: Commercial LOS, Retail LOS, Deposit Account Opening, Customer Portal & Online Application
    • Salesforce Product Suite: Financial Services Cloud (FSC), Sales Cloud, Service Cloud, Experience Cloud


Description

Started by a former banker and former nCino Technical Director, we know how to blend functional and technical best practices to get the most out of our client’s digital journeys.

When we engage with clients, we always start with the why. We know how important it is to understand our client’s business, processes, and pain points before devising a tailored solution.

We work exclusively with Financial Institutions, primarily Banks and Credit Unions. We support our clients across the entirety of their Salesforce & nCino journeys: From building a strategic roadmap, to implementing Salesforce and nCino products, to continually optimizing the platform.

Interested in learning more? Email us at sales@lucro-consulting.com or give us a call at 301-331-8404.

Geographic Focus

Languages

English

About Lucro We're a boutique consulting firm helping Financial Institutions unlock the full potential of Salesforce & nCino.

Headquarters
Austin, TX
Phone
301-331-8404
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