List of nCino Portfolio Analytics Customers
Wilmington, 28405, NC,
United States
Since 2010, our global team of researchers has been studying nCino Portfolio Analytics customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased nCino Portfolio Analytics for Project Portfolio Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using nCino Portfolio Analytics for Project Portfolio Management include: Citizens Bank, a United States based Banking and Financial Services organisation with 17398 employees and revenues of $8.25 billion, Conexus Credit Union, a Canada based Banking and Financial Services organisation with 832 employees and revenues of $248.0 million, BankNewport, a United States based Banking and Financial Services organisation with 300 employees and revenues of $137.0 million, SouthPoint Financial Credit Union, a United States based Banking and Financial Services organisation with 103 employees and revenues of $10.0 million and many others.
Contact us if you need a completed and verified list of companies using nCino Portfolio Analytics, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The nCino Portfolio Analytics customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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BankNewport | Banking and Financial Services | 300 | $137M | United States | nCino | nCino Portfolio Analytics | Project Portfolio Management | 2024 | n/a |
In 2024 BankNewport expanded its nCino footprint and went live with nCino Portfolio Analytics as part of a broader platform consolidation. The Project Portfolio Management deployment brought Commercial Lending, Marine Lending, and Business and Consumer Deposit Account Opening onto a single nCino platform, centralizing portfolio and account opening workflows across the bank.
nCino Portfolio Analytics was implemented alongside Commercial Lending, Marine Lending, Consumer DAO, and Business DAO modules, configured to unify portfolio data and reporting across those lines of business. The configuration focused on creating consistent portfolio views and pipeline aggregation to support credit and deposit operations, aligning analytics and operational data within the Project Portfolio Management scope.
Operational coverage includes the bank’s commercial and marine lending teams, consumer and business deposit operations, and both digital and in-branch account opening channels. Within three weeks of Consumer DAO deployment the bank reported digital account opening times were streamlined by as much as ninety percent in some cases, and in-branch experience time for consumer deposit account opening was reduced significantly. Early Business DAO results included a business account opened and funded without customer assistance, completed in approximately fifteen minutes.
Governance and process changes emphasized platform-wide reuse of workflows and standardization across departments, enabling bankers to leverage the same efficiencies across lending and deposit processes. The implementation consolidated multiple lines of business into a single operational platform, simplifying oversight for portfolio analytics and account opening governance.
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Citizens Bank | Banking and Financial Services | 17398 | $8.2B | United States | nCino | nCino Portfolio Analytics | Project Portfolio Management | 2023 | n/a |
In 2023, Citizens Bank implemented nCino Portfolio Analytics as part of a broader adoption of the nCino Cloud Banking Platform. nCino Portfolio Analytics is cataloged under Project Portfolio Management and was deployed alongside nCino Commercial Banking Solution and the nCino Mortgage Suite to create a consolidated platform for loan and customer workflows.
The implementation centered on the Portfolio Analytics Solution, with configuration focused on portfolio visibility and analytics capabilities native to the nCino Cloud Banking Platform. Citizens Bank enabled a simple sign on to a mobile user interface and a point of sale access model, reducing repetitive data entry and establishing a unified data entry surface across commercial and mortgage workflows.
Operational integration tied the Project Portfolio Management capability into Commercial Banking, Mortgage and Consumer Division processes, and credit oversight functions identified by the bank leadership. The rollout covered North America operations and aimed to centralize portfolio management and servicing data across business lines to support coordinated underwriting and client servicing activities.
Governance changes emphasized consolidating multiple lines of business onto a single platform, standardizing workflows, and centralizing access controls through the nCino Cloud Banking Platform. Citizens Bank stated objectives included greater flexibility in internal processes, streamlined workflows, and enhanced client experience, positioning nCino Portfolio Analytics as the Project Portfolio Management component of that platform modernization effort.
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Conexus Credit Union | Banking and Financial Services | 832 | $248M | Canada | nCino | nCino Portfolio Analytics | Project Portfolio Management | 2024 | n/a |
In 2024, Conexus Credit Union implemented nCino Portfolio Analytics as part of a single nCino Cloud Banking Platform deployment. The program was announced as an extension of nCino’s Commercial Banking Solution and included nCino’s Automated Spreading powered by nCino IQ, nCino Portfolio Analytics and Document Management modules.
The implementation of nCino Portfolio Analytics for Project Portfolio Management focused on portfolio level analytics, reporting and dashboarding, and automated financial statement spreading workflows. Functional capabilities implemented include credit portfolio visibility, standardized underwriting data feeds into analytics, consolidated document capture and management, and workflow automation to route lending tasks and approvals to advisors and credit officers.
Deployment was structured within the vendor hosted nCino Cloud Banking Platform to consolidate and optimize Conexus’ technology stack rather than introduce point solutions. Operational scope explicitly targeted commercial banking and lending workflows across Conexus Credit Union’s branch network and advisor population, supporting loan lifecycle management, member onboarding and ongoing portfolio surveillance for approximately 130,000 members served through 30 branches.
Governance and process changes emphasized workflow automation and standardized decisioning to enable data driven decisions by hundreds of advisors and credit staff. Stated outcomes include reductions in loan processing time and cost, faster time to market and improved transparency and compliance through consolidated analytics and document management capabilities.
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Banking and Financial Services | 103 | $10M | United States | nCino | nCino Portfolio Analytics | Project Portfolio Management | 2016 | n/a |
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Buyer Intent: Companies Evaluating nCino Portfolio Analytics
- Heartland Credit Union, a United States based Non Profit organization with 125 Employees
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