The nCino Solution Hub is your place to get one-on-one demonstrations of the latest nCino features and functionailty and ask nCino subject matter experts all your burning questions! nCino Demo Booths will be organized into zones, making it easy for you to navigate, explore new features and get the information you're looking for. Please see below for a list of the booths represented in the nCino Solution Hub.

Businesses expect a seamless and efficient process for adding Treasury products and services when working with their chosen financial institution (FI). Due to the complex nature of the Treasury Management landscape and unique product requirements, however, FIs are unable to move with speed and consistency to meet the needs of new or existing customers. In this session, nCino will highlight onboarding best practices and showcase a new experience for Treasury Management users to meet the needs and expectations of business customers.

Rich Estock - Treasury Consultant, nCino

Jared Nelson - Principal Product Manager - Treasury Management, nCino

In this session, we’ll explore the power behind data-driven origination built on business rules for loans to be processed in a no, low, or medium-touch workflow. Increasing automation will allow for reallocation of employees’ time to be more effectively spent on complex deals, while providing straight through processing for the bulk of the portfolio.

Christine DeMane - Senior Principal, West Monroe Partners

Bethany Zeigler - Senior Principal, West Monroe Partners

1. Attendees will learn a new approach to defining business rules for your no, low, and medium touch workflows for small business and retail loans.
2. Attendees will learn how to prepare and measure readiness for enabling data-driven decisions.
3. Attendees will learn how to sequence roadmap to increase speed to value.

This quick-hitting 20-minute pod session will show banks and credit unions how to harness the power of nCino’s mobile-first mortgage toolset to deliver superior customer and member experiences at every stage of their homeownership journey. See how nCino’s cloud-based mortgage technology is applied to the most common use cases in the mortgage transaction to transform how your institution originates, processes, and closes home loans with modern efficiency and convenience.

Ben Miller - CEO - SimpleNexus, an nCino Company

Tracy Farber - Vice President - Solutions Engineering, nCino

Workflow rules and process builders help automate business process in every nCino LOS implementation. In 2021, Salesforce announced these tools would be retired and replaced with Flow, a single low-code automation solution. As Salesforce's product evolves, nCino is here to help you lead with flow and consult to identify, consolidate, and migrate other automation.

Jaleen Hussey - Associate Director - Support Engineering, nCino

1. Attendees will understand Salesforce's workflow and process builder deprecation timeline and nCino's immediate roadmap.
2. Attendees will gain better understanding of the automation nCino has already migrated or retired with Spring 2023 Release and learn how to update efficiently.
3. Attendees will receive advice on automation consolidation best practices.

This session highlights the importance of executing a training and resource strategy for users during the implementation process and beyond. We will discuss gold standard training tips for ensuring successful user adoption and highlight real life success stories from Sutton Bank. New training offerings from the Education Services team will also be introduced.

Beth Swindell - nCino University Senior Trainer, nCino

Sara Mallory - nCino University Principal Trainer, nCino

Dylan Timmons - Junior Credit Analyst, Sutton Bank

1. Attendees will learn why it is imperative to develop a training strategy early in implementation.
2. Attendees will learn how ongoing education benefits users and new employees.
3. Attendees will learn how to empower admins by expanding the educational resources available to their users.

Evolving customer and market expectations drive continuous change. To keep up with this change, FIs need a built framework to manage ongoing optimization of the nCino platform. In this session, FIs will learn the importance of a transformational governance framework post go-live and key elements that will optimize their success.

Joanna Hugo - Master Functional Consultant, nCino

Harmeet Gulati - Director of Customer Success - EMEA, nCino

1. Attendees will learn how a Center of Excellence can improve their transformation success.
2. Attendees will learn the key, required elements to build a successful Center of Excellence framework.
3. Attendees will learn steps for executing their plans for a Center of Excellence.

Do you only use nCino for a very specific role in your loan cycle? Have you been live for a few years now but feel like you're not getting the full value out the end-to-end vision of nCino? In this session, hear from Brookline Bancorp as they walk you through their journey of going all in with nCino after being live for 5 years. You’ll hear how Brookline pulled themselves into 2023 and set themselves up for success for decades to come.

Mark Taylor - Senior Customer Success Manager, nCino

Monica Paez - VP, Senior Credit Officer, Brookline Bancorp, Inc.

Denise Blanchette - Senior Systems Administrator, Brookline Bancorp, Inc.

Kelly Bressette - SVP, Director of Loan Operations at Brookline Bancorp, Inc.

1. Attendees will understand the value of having engaged executive sponsorship and the importance of having the business engaged in nCino.
2. Attendees will learn the value of bringing their processes under one platform instead of using multiple systems for a single loan.
3. Attendees will learn strategies to take advantage of the most current nCino features and how to ensure that their org doesn't fall behind in the future.

This breakout session will highlight ways the current economic environment has impacted nCino customers' origination volumes, asset quality, delinquency, deposit volumes and more. We will review practical ways other financial institutions leverage trended analysis and reporting to not only understand portfolio risk, but how also to take action to mitigate risk moving forward.

Jonathan Mauney - Manager - Customer Success, nCino

Ian Dunn - Master Product Manager, nCino

1. Attendees will take away a better understanding of current economic conditions effecting the financial services industry.
2. Attendees will gain an introduction to key reports that help identify & manage the effects of current economic conditions.
3. Attendees will learn the trends and metrics to look out for as we move through the rest of 2023 and beyond.

When coupled with a high-performance architecture, the nCino platform provides an excellent foundation for automated SME lending. It allows a single platform to support both low-touch self-service lending and high-touch bank-assisted lending. In this session, we will explore how banks can better serve SMEs by using the nCino platform to introduce straight-through self-serve lending powered by real-time data and insights and automated decision-making and fulfillment. Leaders from several financial institutions will share their experiences, aspirations and expectations of such approaches.

Tom Sturley - Executive Principle and Accenture European nCino Lead, Accenture

Chris Jaggard - Managing Director and Commercial Banking Lead APAC, Accenture

1. Attendees will learn that technology no longer sets the limits for banks looking to deliver self-service digital customer channels. Instead, they will discover that it is the financial institution's risk appetite, credit policies and data quality that tend to be the main obstacles.
2. Attendees will come to appreciate the flexibility of the nCino platform and its ability to deliver automated, omnichannel customer experiences that increases customer satisfaction while also enhancing the efficiency of the bank's internal teams.

The session will focus on leadership and process strategies to guarantee a sustainable, successful digital transformation, mitigation for common transformation mistakes, and share examples on what has (or has not) worked during each financial institution's transformation journey.

Greg Thompson - Director - Global Change Management, nCino

1. Attendees will learn about non-tech strategies that are critical to sustain long term success with digital transformation.
2. Attendees will hear examples of common (but avoidable) traps that can slow or stall your transformation progress.
3. Attendees will take away 10 leadership tips to accelerate or increase your digital transformation ROI.

Recent rising interest rates and declining property valuations have caused serious disruption to the commercial real estate (CRE) market and significant turbulence to CRE portfolios. This shift has placed immense pressure on financial institutions (FIs) who depend on CRE loans to maintain a healthy balance sheet. Borrowers and lenders alike are struggling to navigate an environment of ever-increasing interest rates, with billions of dollars of CRE mortgages due to mature in the next two years. In this session, nCino will provide an overview of the global CRE lending outlook and explain how they plan to solve key problems with their product vision.

Neal Chauhan - Senior Product Manager, nCino

Ben Miller - Product Manager, nCino

In our digital world, fraudsters are more tech-savvy, agile, and well-funded than ever. Fraud continues to plague financial institutions, with 91% of financial institutions across various segments reporting an increase in fraud rates in 2022.* It’s imperative that financial institutions (FIs) have the technology and resources available to not only react when fraud occurs, but stay ready for what could come next. In this session, Sara Seguin of Alloy sheds light on the issues financial institutions face in the fight against fraud and how leveraging flexible, holistic tools can future-proof your fraud infrastructure. *Alloy's Annual State of Fraud Benchmark Report, conducted by Qualtrics on behalf of Alloy, January 2023.

Sara Seguin - Principal Advisor - Fraud and Identity Risk, Alloy

1. Attendees will learn about the true (and often hidden) cost of fraud
2. Attendees will discover the most prominent types of fraud experienced by FIs in 2022
3. Attendees will gain insight into the tools and technology FIs are implementing to mitigate fraud
4. Attendees will understand that fraud mitigation doesn't have to negatively impact customer experience

Relationship Managers (RM) are the face of the financial institution. They are central to deepening customer relationships with banking clients, but they also face challenges that hamper their productivity. Many RMs find themselves spending up to 60% of their time completing low-value, administrative tasks or struggling to work effectively across multiple systems and disparate data sources. In this session, learn how nCino is expanding value to the front office by connecting tools and capabilities to create an experience designed specifically for the RM role that delivers more time, increases retention and provides a focus on growth.

Blake Fortier - Senior Manager - Commercial Product, nCino

Kathryn McKoy - Master Product Specialist, nCino

Data modernization is more than just the technical implementation of tools, reports and dashboards. It is about delivering key insights to the right stakeholders at the right time to facilitate efficient and valuable customer interactions. As institutions embrace the Agile Enterprise, they are primed to take the next step and use data to drive their institutions forward.

Justin Norwood - VP - Product Management, nCino

1. Attendees will understand the importance of prioritizing data as a vital part of your strategy.
2. Attendees will also learn best practices to modernize your institution.
3. Attendees will understand key takeaways for reaching your customers to drive profitability while responsibly managing risk.

One of nCino's newest features is our Smart Checklist. The goal for Smart Checklist is to provide users with the ability to have a visual of the process of their product. In this session, we will be speaking with Spokane Teachers Credit Union’s Rachael Shepherd to learn more about how she and her team adapted Smart Checklist.

Jessica Sealy - Associate Support Engineer, nCino

Kevin Pixler - Enterprise Support Engineer, nCino

Rachael Shepherd - nCino/Salesforce System Admin, Spokane Teachers Credit Union

The intended audience for this breakout is technology team members at enterprise institutions. This is an opportunity for technology leaders to connect with your peers and discuss topics in a roundtable format facilitated by nCino architects.

Josh Blickhan - Principal Customer Success Manager, nCino

Aaron King - Master Solution Architect, nCino

Will Burke - Pre-Sales Solution Architect, nCino

1. Attendees will collaborate with peer tech leaders and gain an understanding of automated testing strategies, automation techniques for data loading, test class best practices, and loan performance (data loading and timeouts).
2. Attendees will be able to get insight into other institutions’ dev ops processes, data seeding and sanitation, flow and apex trigger frameworks, standard integration patterns, object field limits, and loan object extension strategy.
3. Network with other tech leaders for future touchpoints and collaboration sessions.

nCino is committed to modern, accessible products for you, your customers and your coworkers. This session dives into nCino’s focus on improving accessibility and our progress towards conformance. We will share tips, tricks and resources to prepare, upgrade and implement these enhancements to customer portal and the nCino Bank Operating System.

Holly Albano - Principal Product Manager, nCino

Jon Perry - Senior Manager, Product Management, nCino

1. Attendees will gain clear understanding of nCino's roadmap to conformance.
2. Attendees will understand all available resources and updates to nCino's accessibility efforts.

Financial institutions choose nCino because they are leaders, innovators and forward thinkers. nCino customers are never content with what is, but rather, always focused on what’s next. Join this session to see how to maximize the value of your nCino experience and gain keen insight into nCino’s strategic approach to release deployments and adoption and what to expect with the transition to more frequent releases

Ray Sgambati - Associate Manager - Support Release Management, nCino

Carly Miller - Support Release Manager, nCino

Candace Guido - Associate Director - Engineering, nCino

1. Attendees will learn about the number of variables that can impact their environments and how upgrades can avoid disruptions, increase performance and improve efficiencies.
2. Attendees will learn the keys components to upgrading successfully, including environment preparation, communication, deployment strategy, testing and feature enablement.
3. Attendees will learn about the current release cycle and the coming transition to more frequent releases.

Curious about how lenders are evolving to drive successful digital transformation in 2023? Want to learn more about how innovators are thinking beyond point solutions focused on mortgage and retail lending? Join this session featuring expert advice on how to grow your business and how lending partners can continue to keep up with digital demand and learn more about the increasing expectations of borrowers.

Ben Miller - CEO - SimpleNexus, an nCino Company

1. Attendees will learn strategies to help them grow through the mortgage market downturn.
2. Attendees will learn how to turn relationships into pipeline through collaboration tools.
3. Attendees will learn from experts how to craft plans to gain advantage through technology.

Imagine delivering most of your consumer lending decisions in an instant – less manual reviews, no opaque scoring, and more happy borrowers. In any economic climate, gaining efficiencies and delighting all customers is paramount for financial institutions (FIs) to be competitive and grow. AI credit underwriting allows FIs to make an impactful difference in their lending processes with smarter decisions and to automate with confidence.

Law Helie - General Manager - Consumer Banking, nCino

Mike de Vere - CEO, Alloy

Across the small-to-medium business (SMB) lending environment, there are tensions and competing priorities between financial institutions (FIs), relationship managers and the small business owners they serve. SMBs see a disconnect between the services of traditional lenders and their financing needs leading to increased competitiveness from alternative lenders. The sentiment on the banking side is similar — FIs are generally dissatisfied with their ability to lend to SMBs profitably and at scale. In this interactive session, nCino paints a new vision for SMB lending and how FIs can maximize efficiency while delivering exceptional service for the small business from application to deal delivery.

Tony Holt - Principal Product Specialist, nCino

Pierre W. Naudé - Principal Product Manager - Small Business, nCino

Banks recognize that climate change presents a significant risk to their commercial loan portfolios. But transition finance also represents a tremendous opportunity. How do banks balance this risk and reward? More importantly, where do you start? This session will present practical guidance on how banks can assess and incorporate physical and transition risk into their commercial lending lifecycles. It is time to move the carbon agenda out of annual reports and into credit operations.

Allan Burgess - Senior Manager, Accenture

1. This session will help attendees leverage nCino to plan and execute their organization's carbon agenda within its commercial lending.
2. Attendees will discover the key steps in the lending lifecycle that are impacted by climate risk.
3. Attendees will learn how to incorporate carbon transition risk into cash flow, collateral and client selection policies and procedures.
4. Attendees will find out how to identify high risk sectors within lending portfolios and how drill down to the most at risk clients in those sectors.
5. Furthermore, attendees will understand how to identify clients that are most in need of, and most interested in pursuing, transition finance opportunities.

Ongoing economic volatility and uncertainty have financial institutions (FIs) weighing mixed sentiments from experts across the industry. How well do you understand the current state of your portfolio? No matter which way the economy turns, FIs have the opportunity and ability to know what is happening within their portfolio today and set a path for the future In this session, nCino will share best practices to help your institution see where you are today and help you set direction on where you want your portfolio to go based on current policy limits, production trends, goals and more.

Toni Molinari - Senior Product Manager - Portfolio Analytics, nCino

Jason Hansen - Director - Engineering, nCino

In this session, we’ll help you better understand how you can leverage the power of nCino (and other tools) to mine data, which you can use to make more informed decisions within your loan origination process. With better data in hand, you can effectively manage your business on an ongoing basis and identify potential issues that have an impact on business performance.

Jayna Curran - Director, West Monroe Partners

John Nicol - Director, West Monroe Partners

Roger Taylor - Managing Director, West Monroe Partners

In this workshop session, you’ll learn about Reverse Demos, how to make the most of a Reverse Demo with an nCino project team and how to leverage them internally at your financial institution for optimal nCino use and adoption.

Connie Woolard - nCino University Master Trainer, nCino

1. Attendees will learn how to determine the right time for a Reverse Demo at their Financial Institution.
2. Attendees will learn how to prepare for a Reverse Demo.
3. Attendees will learn how to use their Reverse Demos with their nCino Admin+ teams to drive more efficient, optimized use of nCino.

In this session, participants will be given the tools and techniques needed to increase team performance through the application of lean concepts and iterative process improvements. You’ll complete and debrief two interactive agile games with your own teams. We will also cover techniques to develop, launch and supercharge your team’s culture through a takeaway activity and call to action.

David King - Senior Manager - Scrum Master, nCino

Shawn Matthews - Manager - Scrum Master, nCino

1. Participants will learn core agile principles which guide process improvements and accelerate business value.
2. Participants will be able to facilitate at least 1 agile exercise or technique to achieve alignment across organizations and teams.
3. Participants will take away at least 1 tangible action item that can be immediately implemented within their own team and organization.

The Peer-Exchange Round Table gives you the change to collaborate with peer users on relevant nCino topics and discuss areas such as nCino feature and functionalities. In this round table session, you can rotate tables to touch on different subjects with various groups of nCino Admins, Product Owners, and Subject Matter Experts.

Jenny Smith - Senior Customer Success Manager

Dewayne Hugh - Senior Customer Success Manager

Mary Butner - Customer Success Manager

Amy Kline - Customer Success Manager

Drew Rhodes - Customer Success Manager

1. Gain more knowledge on new features like Deal Management, Deal Proposal and Document Generation.
2. Learn about recent updates to Credit Memo, Smart Checklist, and Treasury Management.
3. Collaborate with your peers in an interactive session of troubleshooting and best practices.

Ask any pre-go live or post-post go live questions! No holds barred! In this session you have the opportunity to put some of our most seasoned nCino veterans to the test, picking their brain with thought leadership around your transformation obstacles. As they say on the TV insurance commercials, “We know a thing or two because we’ve seen a thing or two”. Bring your questions and we will do our best to share perspective on how to approach a solution!

1. Attendees will gain the perspective of seasoned nCino leaders on issues that are slowing their digital transformation.
2. Hear questions from other nCino customers that may resonate with your financial institution’s situation, then hear the responses of nCino leaders.
3. Gain perspective on how to address common issues with digital transformations in financial services.

The question isn’t if AI will be used in banking—the question is when and where. Explainable AI enables strategic scaling, and according to a recent Accenture report, businesses strategically scaling their use of AI realize two times the success rate and three times the return from AI investments compared to companies pursuing siloed experimentation and projects. Join market leaders in banking automation, nCino, Accenture and Rich Data Co (RDC) for a session showcasing the next stage of the credit transformation journey leveraging the latest in Explainable AI innovation to power proactive risk management, enhanced efficiency and portfolio growth.

Let's talk real estate compliance! With the Consumer Financial Protection Bureau (CFPB) committed to its obligation to enforce HMDA and TRID standards, financial institutions are faced with maintaining compliance requirements. In this session, you will discover how the lender can capture applicable dates and track change of circumstance reasons while automatically calculating the cost to cures. You'll also gain insight into how financial institutions can automate the capture of existing HMDA data for the in-branch workflow and capture applicant demographic information in the HELOC online application.

Sophie Currin - Product Manager, nCino

Darrell Moore - Manager - Consumer Banking Consultants, nCino

Every community is comprised of diverse socio-economical foundations built up various cultures that contribute to the richness of said communities. Diversity of needs, thoughts, and values and cultures should contribute to the building of software that serves the needs of all customers.

Zedrick Applin - Head of Diversity, Equity, & Inclusion, nCino

1. In this session, FIs will learn the importance of building a diverse team to meet customer needs.
2. Learn how nCino leverages the power of diversity & inclusion to build a more inclusive product.

Luggage storage will be available 7:30am - 5pm.

Sessions and Speakers Include:

• Fireside Chat with U.S. Bank

The nCino Solution Hub is your place to get one-on-one demonstrations of the latest nCino features and functionailty and ask nCino subject matter experts all your burning questions! nCino Demo Booths will be organized into zones, making it easy for you to navigate, explore new features and get the information you're looking for. Please see below for a list of the booths represented in the nCino Solution Hub.

The surge in digital lending has led to an increase in fraud schemes, causing disruption for financial institutions (FIs) and consumers. FIs struggle to make informed identity decisions at the expense of operational efficiency, organizational growth and meeting customer expectations. In this session, nCino explores the strategic partnership with Alloy in addressing challenges with fraud mitigation and identity verification.

Law Helie - General Manager - Consumer Banking, nCino

Jason Ioannides - Sr. Manager, Solutions Engineering, Alloy

 In recent years, environmental, social and governance (ESG) matters have become top of mind for financial institutions (FIs). Regulators are starting to enforce disclosure requirements for organizations, and key stakeholders are asking for increased commitments from businesses. FIs have an opportunity to implement an ESG strategy to manage their own ESG impacts and the impacts of the entities they lend to. In this session, nCino shares how FIs can make ESG an integral part of their credit practices by embedding ESG factors into existing lending workflows, while also benefiting from a solution inherently agile and adaptable to their varying needs.

Alice Whitworth - ESG Product Manager, nCino

End-to-end platforms like nCino and Salesforce enable banks and other financial companies to transform their digital applications without running into security or compliance snags. However, these apps are only as good as the development teams that power them. These dev teams are often forced to either release functionality quickly (and risk poor quality) or develop at a crawl (and lose to competitors). As a result, the end customers are left to deal with frustrating digital experiences and bugs — leading to stolen data, broken trust and business churn. But here’s the good news: Banks that leverage Salesforce DevOps and nCino to scale their digital experiences are headed for end-to-end quality, speed and security. Join us to hear success stories from the field!

The implementation of nCino systems is usually part of a bank’s larger digital transformation. Once your organization has rolled out its nCino MVP, it is time to ask how this transition can quickly bringing incremental value to the business through monthly and quarterly releases. In this panel session, three Accenture Commercial Banking leaders will join in discussion with two leaders from financial institutions who have just delivered their MVP nCino solutions and overcome the challenges inherent in an agile development approach. They will discuss the challenges they faced while moving to a more agile mindset and the mitigations they used to succeed.

1. Panelists will discuss how they organized their teams to deliver value quickly with parallel monthly and quarterly releases.
2. Attendees will learn about enablers, such as automated testing and regression, which accelerate the creation of business value.
3. Attendees will come to understand the importance of having well-groomed backlogs aligned to product visions, as well as detailed roadmaps that set the course for development teams.

Enabling the transparency needed to transform your business across the entire landscape of a financial institution can seem like a daunting task. With nCino Reports and Dashboards, that dream can become a reality. In this session, nCino subject matter experts will sit down with Hancock Whitney's EVP of Operations, Payments & Products to discuss how he has transformed the way he runs his business with nCino Reports and Dashboards and experience a live demo of real reporting that can help move the needle at your financial institution today.

Bennett Paylor - Senior Manager - Enterprise Project Delivery, nCino

Mike Dickerson - EVP, Operations, Payments & Products, Hancock Whitney

1. Attendees will learn key reporting capabilities they can leverage in their own environments.
2. Attendees will learn the value of reports and dashboards from a live customer.
3. Attendees will learn key strategies for surfacing information needed to make data driven decisions.

Financial institutions choose nCino because they are leaders, innovators and forward thinkers. nCino customers are never content with what is, but rather, always focused on what’s next. Join this session to see how to maximize the value of your nCino experience and gain keen insight into nCino’s strategic approach to release deployments and adoption and what to expect with the transition to more frequent releases.

Ray Sgambati - Associate Manager - Support Release Management, nCino

Carly Miller - Support Release Manager, nCino

Candace Guido - Associate Director - Engineering, nCino

1. Attendees will learn about the number of variables that can impact their environments and how upgrades can avoid disruptions, increase performance and improve efficiencies.
2. Attendees will learn the keys components to upgrading successfully, including environment preparation, communication, deployment strategy, testing and feature enablement.
3. Attendees will learn about the current release cycle and the coming transition to more frequent releases.

Take a first-hand look at how SimpleNexus' single-platform solution gives top lenders the edge in delivering the modern mortgage experience. From recruiting top-producing talent with an integrated mobile origination toolset to standing out from the commoditized customer experience of your competitors, see how SimpleNexus will help you generate more partner referrals, close loans faster and grab market share.

Ben Miller - CEO - SimpleNexus, an nCino Company

1. Attendees will gain insight into the value SimpleNexus brings to nCino clients.
2. Attendees will learn how to take advantage of the mortgage market reset.
3. Attendees will learn how to extend their brand and customer experience with a true mobile interface.

nCino is committed to modern, accessible products for you, your customers and your coworkers. This session dives into nCino’s focus on improving accessibility and our progress towards conformance. We will share tips, tricks and resources to prepare, upgrade and implement these enhancements to customer portal and the nCino Bank Operating System.

Holly Albano - Principal Product Manager, nCino

Jon Perry - Senior Manager, Product Management, nCino

1. Attendees will gain clear understanding of nCino's roadmap to conformance.
2. Attendees will understand all available resources and updates to nCino's accessibility efforts.

Delivering a successful digital transformation is challenging. According to a recent Deloitte study, 9 out of 10 FIs surveyed face internal challenges when executing digital transformations, such as inconsistent data management, evolving talent and insufficient resources. These internal challenges not only negatively affect FI operations, but also result in an inferior customer experience. For the first time at nSight, come hear this all-customer panel share their stories and take your questions about how they solved their needs for a top notch admin function to keep their companies on the leading edge of digital transformation.

Rob Horan - Senior Vice President, Chief Information Officer, Farmers & Merchants Bank

Jake Brook - Lending Change Manager, Yorkshire Building Society

Brian Mulcahey - Chief Information Officer, Sunflower Bank

Jules McGerty - Head of nCino Center of Excellence, TD Bank

1. Attendees will learn how other customers supplemented or replaced in-house nCino admin resources with outsourced resources.
2. Attendees will hear cost effective, creative strategies to keep their administrators up-to-date on nCino features and functions.
3. Attendees will learn how the Admin+ function can play a key role in solving their admin needs.

When Hurricane Ian hit, Busey Bank knew they could trust nCino as their advisor and partner. With a strong, dedicated and fast-moving team, they adopted MVP alongside nCino’s Managed Services. Busey took a digital-first strategy to leverage technology in a time of need and to migrate from old systems and process to better help their customers during a disaster. In this session, you’ll hear their story and learn more about how nCino can help you help your customers when disaster arise. This session was designed by Busey Bank and powered by nCino.

Jennifer Smith - Senior Customer Success Manager, nCino

Jennifer Bernard - Director - Managed Services, nCino

Julie Kavy - Executive Vice President of Commercial Banking Operations, Busey Bank

1. Attendees will better understand how nCino's offerings can help accelerate feature adoption with the help of Managed Services and Admin+.
2. Attendees will be able to utilize their nCino teams as their Trusted Advisors to help their Financial Institution think outside the box and make the most out of nCino.
3. Attendees will hear about how to optimize and challenge antiquated systems to become more efficient and provide optimal Customer Service to their customers.

 Credit discrimination is an unfortunate reality for lenders and customers alike. Financial institutions (FIs) have options, however, for reinforcing internal controls and monitoring with the right data sets and analysis tools. In this session, nCino will show how Portfolio Analytics enables FIs to analyze deals and loan applications for pricing discrimination and steering.

David Royal - Associate Manager - Product Management, nCino

Ian Dunn - Master Product Manager, nCino

The role of the Credit Analyst is instrumental to mitigating risk for your financial institution. However, the time of the credit analyst can often be monopolized by repetitive data entry, switching between systems to create loan presentations and other monotonous, manual tasks. Attend this demo to see how nCino eliminates inefficiencies to your credit analysis processes and re-purposes your Credit Analyst’s time on critical high value analysis, rather than manual, monotonous tasks.

Cody Poole - Senior Product Manager, nCino

Brian Leatherman - Master Product Specialist, nCino

Today's customer onboarding and KYC refresh experience involves long onboarding and review times that are people-intensive, paper-based, and rely on manual, swivel chair processes. These outdated systems lead to a laborious onboarding process with a poor customer experience—not to mention inadequate traceability and transparency for the business. What if KYC due diligence was intuitive, compliant, and intelligent? What if compliance was embedded by design? What impact on your business would a seamless onboarding and automated KYC refresh experience have, both for customers and colleagues? In this session, we demonstrate how nCino can provide this experience and allow your business to focus on doing what it does best— generating revenue. We will walk you through how nCino Onboarding, powered by Encompass, can work for you today and what the future might hold.

Thomas Byrne - GM - EMEA Commercial & Mortgage, nCino

Alex Ford - President - North America, Encompass

1. Attendees will understand a global perspective on the current state of onboarding & KYC compliance practises – dovetailed with how the practise is evolving.
2. Attendees will understand the unique benefits that the nCino Onboarding solution, coupled with Origination can add to their business, while focusing on faster time to revenue, risk reduction, cost reduction, and an improved user experience.
3. Attendees will get a demo of the nCino Onboarding solution and how our technology partner Encompass, can power that journey, and;
4. Attendees will get an insight into what nCino sees as the future for its customer onboarding solution and future product development.

The intended audience for this breakout is technology team members at enterprise institutions. This is an opportunity for technology leaders to connect with your peers and discuss topics in a roundtable format facilitated by nCino architects.

Josh Blickhan - Principal Customer Success Manager, nCino

Aaron King - Master Solution Architect, nCino

Will Burke - Pre-Sales Solution Architect, nCino

1. Attendees will collaborate with peer tech leaders and gain an understanding of automated testing strategies, automation techniques for data loading, test class best practices, and loan performance (data loading and timeouts).
2. Attendees will be able to get insight into other institutions’ dev ops processes, data seeding and sanitation, flow and apex trigger frameworks, standard integration patterns, object field limits, and loan object extension strategy.
3. Network with other tech leaders for future touchpoints and collaboration sessions.

Data modernization is more than just the technical implementation of tools, reports and dashboards. It is about delivering key insights to the right stakeholders at the right time to facilitate efficient and valuable customer interactions. As institutions embrace the Agile Enterprise, they are primed to take the next step and use data to drive their institutions forward.

Justin Norwood - VP - Product Management, nCino

1. Attendees will understand the importance of prioritizing data as a vital part of your strategy.
2. Attendees will also learn best practices to modernize your institution.
3. Attendees will understand key takeaways for reaching your customers to drive profitability while responsibly managing risk.

Evolving customer and market expectations drive continuous change. To keep up with this change, FIs need a built framework to manage ongoing optimization of the nCino platform. In this session, FIs will learn the importance of a transformational governance framework post go-live and key elements that will optimize their success.

Joanna Hugo - Master Functional Consultant, nCino

Harmeet Gulati - Director of Customer Success - EMEA, nCino

1. Attendees will learn how a Center of Excellence can improve their transformation success.
2. Attendees will learn the key, required elements to build a successful Center of Excellence framework.
3. Attendees will learn steps for executing their plans for a Center of Excellence.

CECL is live. Now what? This breakout session will provide insight into how to manage your selected methodologies, understand volatility and changes in your allowance, and what this new calculation means for the future of your business.

Cassidy Burrows - Senior Manager - Customer Success, nCino

Austin Rayfield - Principal Customer Success Manager, nCino

1. Gain a better understanding of the foundational inputs and assumptions of different CECL Methods.
2. Learn what causes different methods to change through time.
3. Connect the dots on how your CECL method selection and your lending practices interact with each other.

The session will focus on leadership and process strategies to guarantee a sustainable, successful digital transformation, mitigation for common transformation mistakes, and share examples on what has (or has not) worked during each financial institution's transformation journey.

Greg Thompson - Director - Global Change Management, nCino

1. Attendees will learn about non-tech strategies that are critical to sustain long term success with digital transformation.
2. Attendees will hear examples of common (but avoidable) traps that can slow or stall your transformation progress.
3. Attendees will take away 10 leadership tips to accelerate or increase your digital transformation ROI.

Workflow rules and process builders help automate business process in every nCino LOS implementation. In 2021, Salesforce announced these tools would be retired and replaced with Flow, a single low-code automation solution. As Salesforce's product evolves, nCino is here to help you lead with flow and consult to identify, consolidate, and migrate other automation.

Jaleen Hussey - Associate Director - Support Engineering, nCino

1. Attendees will understand Salesforce's workflow and process builder deprecation timeline and nCino's immediate roadmap.
2. Attendees will gain better understanding of the automation nCino has already migrated or retired with Spring 2023 Release and learn how to update efficiently.
3. Attendees will receive advice on automation consolidation best practices.

This 20-minute pod session will explore how digital mortgage transformation improves the member/borrower experience and the day-to-day oversight of management teams tasked with ensuring their mortgage performance strategies produce results. Banks and credit unions will see how business intelligence insights can arm their decision-makers to know how effective their mortgage employees are in real time and if their compensation plans drive the right behavior.

Mari Denton - VP, Incentive and Analytic Solutions - SimpleNexus, nCino

Lori Brewer - CTO - SimpleNexus, nCino

To maximize the return on investment on nCino, it’s essential that users stay familiar with continual enhancements. These ongoing changes can create fatigue for users learning and adopting the system, so it is critical to meet them where they are. In this session, Accenture will show how Digital Adoption Platforms (DAPs), such as WalkMe, enable banks to increase the effectiveness of their nCino training, drive higher workforce adoption, reduce costly work disruptions and improve the efficiency of their change management. We will demonstrate how DAPs lift performance by allowing users to learn experientially in the flow of their work, while providing leaders with valuable analytical insights into nCino adoption.

Eric Lam - Senior Manager, Accenture

Keegan Lewis - Manager, Accenture

Community engagement and corporate philanthropy can be essential tools to creating a more fair & equitable community for all people.

Beth Cupp - Director of Development, Classroom Central

1. In this session, you will hear from nSight 2023’s philanthropy partner, Classroom Central, in how they are enriching and empowering the most-critical population of workers: our teachers.