Integrations Directory 
nCino
nCino is a cloud-based platform that provides banks with a suite of tools to manage their operations efficiently and effectively.
- Account
- Loan
- Opportunity
- Contact
- User
- Task
- Note
- Document
- Transaction
- File
AI Operation Agent
Company Data
Company Knowledge
→
AI Decision Framework
→
AI Operation Tools
Your Business Process
Use nCino for your operation
Tax Document Submission
Submit tax-related documents for compliance and record-keeping.
Module:Finance & Accounting
Entity:Custom Entity
Read more
Project Initiation / Change Request
Propose new projects or request scope, schedule, or resource changes to active projects.
Module:Operations
Entity:Project
Read more
Event Promotion & Follow-up
Promote webinars, trade shows, or conferences, and automate attendee follow-ups.
Module:Marketing
Entity:Event Campaign
Read more
Client Registration
Collect detailed information from clients to create a formal customer record.
Module:Sales
Entity:Contact
Read more