AgentExchange

Help & Support

Elevate Your Agents with AgentExchange Solutions
Easily enhance Agentforce with pre-built AI solutions from AgentExchange. Browse, install, and deploy agents, actions, and apps directly into your environment. Tell Me More

Have Questions?

nCino

Agentic banking lives here. nCino is redefining how work gets done.

Overview

See How nCino Works

  • nCino Solutions • nCino Commercial • nCino Small Business • nCino Consumer • nCino Mortgage • nCino Corporate • nCino Treasury Management

  • nCino Products • Commercial Onboarding • Deposit Account Opening • Portfolio Analytics • Incentive Compensation, and more

  • nCino Features • Automated Spreading • Continuous Credit Monitoring • Commercial Pricing & Profitablity • Mortgage Closing, and more

nCino is the banking platform powering the era of Agentic Banking. Built specifically for financial institutions, nCino helps banks and credit unions move faster, operate smarter, and deliver better client experiences across lending, onboarding, account opening, portfolio management, and analytics. Powered by more than 14 years of banking expertise and insights from 1,500+ financial institutions, nCino embeds intelligence directly into banking workflows. Every interaction is grounded in banking-specific data, structures, and operational context that generic AI solutions were never designed to understand. A dual workforce of humans and Digital Partners, each built for a specific banking role, works side by side inside the nCino platform to keep work moving, decisions informed, and people focused on what matters most.

Categories

Business Needs
Finance
Industries
Financial Services
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Lightning Ready
Optimized for Salesforce orgs that use Lightning Ready.
Multiple Currencies
Supports Salesforce orgs that use Multiple Currencies.
Person Accounts
Supports Salesforce orgs that use Person Accounts.
Salesforce Shield
Supports Salesforce orgs that use Shield.
Community Builder
Ready to use in the Salesforce Community Builder.
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Lightning Ready
Multiple Currencies
Person Accounts
Salesforce Shield
Community Builder
Managed Package

Compatibility

Required Salesforce Products
This solution requires these products in order to work. Before you implement the solution, check that you have these products.
Service Cloud
Compatible Salesforce Products
This solution is tested to work with and extends the value of these products, but doesn't require them.
Financial Services Cloud
Salesforce Editions
Enterprise
Unlimited
Supported Languages
Dutch
English
Finnish
French
German
Danish
Italian
Japanese
Korean
Portuguese
Simplified Chinese
Spanish
Swedish
Thai
Traditional Chinese

More from nCino

  • by nCino
    No Ratings
    nCino Integration Gateway (formerly Glyue from Sandbox Banking) is the iPaaS that eliminates bottlenecks & accelerates digital transformation. Designed specifically for financial institutions, it can integrate Salesforce to core bankings systems and more.