Seamless Integration
Connect CRM systems and business applications to one or more repositories, content, and workflow systems
Federated Content
Federated content and workflow management
Actionable Analytics
Actionable analytics across multiple content and workflow systems
Realtime Migration
Migrate and transform documents, metadata, and cases between various enterprise systems in real-time.
Most banks using nCino need to store lending related documents in an Enterprise Content Management System (ECM) to ensure records management, governance and regulatory compliance.
Until now, the only option for banks was to embark on projects to build customized interfaces between nCino and various ECMs. Often such projects are costly, time consuming and risky. That’s why we partnered with nCino, the leader in cloud banking, to provide a better option, Intellective Unity for nCino.
Intellective Unity for nCino is a low code-code no-code integration framework that easily and seamlessly connects nCino with various ECMs such as IBM FileNet, OpenText, Box, Alfresco, SharePoint, etc.
Intellective Unity for nCino helps
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Yes, Unity for nCino ensures compliance with industry regulations by implementing robust data retention policies and audit trails, allowing organizations to manage all documentation according to legal and regulatory standards.
Unity for nCino employs advanced security measures, including encryption, secure access controls, and comprehensive audit trails to protect sensitive information, ensuring that all data remains secure. Unity Cloud for nCino does not store documents.
Unity for nCino is designed for financial institutions using nCino that need to streamline document storage, enhance workflow efficiency, and maintain compliance with regulatory requirements in document management.
No, Unity for nCino allows users to search and access documents offloaded from nCino without requiring additional nCino user licenses, optimizing operational efficiency and reducing costs associated with licensing.
Key features include seamless integration with existing systems, advanced search capabilities for quick document retrieval, real-time data accessibility, customized offloading for your team, and scalability to support the growth of your organization.
Unity Cloud seamlessly integrates with nCino to offload documents to a secure and efficient document management system, improving accessibility and reducing storage costs within Salesforce.
Unity for nCino is an integrated solution that consolidates and streamlines financial data management, allowing organizations to optimize their workflows, enhance compliance, and improve access to critical business information in a unified platform.