Financial Services Cloud and nCino for banks, lenders, and advisors.
Financial Services Cloud implementations, nCino deployments, and banking operations automation. Evan Eichert brings direct banking experience from First Financial Bank and commercial lending experience from CSC Leasing, so the build reflects how relationship banking, credit decisioning, and regulatory compliance work.
Three ways banking CRM falls short.
Financial Services Cloud and nCino consulting is the implementation of FSC, Salesforce's industry platform for banking, wealth management, and insurance, and nCino, the commercial lending operating system built on Salesforce. LOVALTO configures both for banks, lenders, and advisors, with core banking integration and CRA, BSA/AML, and OFAC compliance built into the workflow.
Bankers see yesterday's numbers
Balances, credit limits, and transaction history live in the core. The relationship manager in Salesforce sees last night's copy, or nothing at all.
No 360‑degree client viewCompliance runs beside the CRM
CRA, BSA/AML, and OFAC tracking live in spreadsheets and separate tools, and the audit trail is assembled by hand before each exam.
Exam prep by handLending moves by email
Credit decisions, covenants, and renewals move through inboxes and checklists, so pipeline and portfolio risk are hard to see until they are late.
Pipeline nobody can seeWhere FSC and nCino do the work.
Configured around relationship bankers, credit teams, advisors, and the examiners who review their work.
nCino commercial lending
The loan lifecycle from origination through servicing.
- nCino Commercial Loan Operating System implementations for financial institutions
- Credit decisioning workflows, covenant tracking, and renewal management
- Integration with core banking systems (Jack Henry, FIS), document management platforms, and credit reporting bureaus
- Portfolio dashboards, pipeline reporting, and risk analytics for commercial lending
Banking operations and CRM
Relationship banking with the whole client in view.
- Household hierarchies and engagement tracking for relationship bankers, private bankers, and wealth advisors
- Lead‑to‑opportunity workflows for deposit growth, loan origination, and cross‑sell campaigns
- Case management for account servicing, issue resolution, and client requests
- 360‑degree client dashboards covering relationships, products, interactions, and opportunities
Regulatory compliance and risk
Compliance steps inside the workflow, with the audit trail to show for it.
- Community Reinvestment Act tracking for small business lending, community development, and service area coverage
- BSA/AML workflows including suspicious activity reporting, currency transaction reporting, and customer due diligence
- OFAC name screening in account opening and transaction monitoring
- Activity logging, change tracking, and audit reporting for regulatory examinations
Wealth management and advisory
FSC configured for advisors and the households they serve.
- Financial accounts for investment portfolios, retirement accounts, and trust relationships
- Financial goals for wealth accumulation and retirement planning
- Action plans for consistent client communication and service delivery
- Advisor productivity, asset growth, and client engagement dashboards
Core banking integration
The core stays the source of truth. Salesforce reads from it.
- Real‑time API access to account balances, transaction history, and credit limits
- Overnight batch sync for customer demographics, account updates, and loan servicing data
- Exception management and reconciliation that keep both systems in agreement
- MuleSoft, Boomi, and custom middleware connecting Salesforce to legacy banking systems
The full financial services practice
Banking, credit unions, wealth management, and insurance on one industry page.
Explore Financial Services →Start with the bank, then configure the platform.
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Map how the bank actually works
Relationship managers, credit committees, and examiners each need something different from the same record. We map those roles before configuring objects.
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Keep the core as the source of truth
Balances, transactions, and loan servicing data stay in the core. Real‑time APIs cover what bankers need in the moment; overnight batches cover the rest, with reconciliation built in.
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Build compliance into the workflow
CRA, BSA/AML, and OFAC steps run inside account opening and servicing, with audit trails and reporting that satisfy examination requirements.
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Give each team its own view
Household hierarchies for bankers, financial accounts and goals for advisors, and pipeline and portfolio reporting for credit, all from the same data.
Financial Services Cloud, answered.
What is Financial Services Cloud?
Financial Services Cloud (FSC) is Salesforce's industry-specific platform for banking, wealth management, and insurance. It includes specialized features like household management, financial accounts, client relationship mapping, and compliance tracking designed specifically for financial institutions.
What is nCino and how does it integrate with Salesforce?
nCino is a cloud-based commercial lending operating system built on Salesforce. It automates the entire loan lifecycle from origination through servicing. LOVALTO has deployed nCino and integrated it with core banking systems, document management platforms, and regulatory reporting tools.
How does LOVALTO handle regulatory compliance in Salesforce?
LOVALTO implements compliance tracking for CRA (Community Reinvestment Act), BSA/AML (Bank Secrecy Act/Anti-Money Laundering), and OFAC (Office of Foreign Assets Control) within Salesforce. This includes automated workflows, audit trails, risk scoring, and reporting dashboards that satisfy regulatory examination requirements.
Can Salesforce integrate with core banking systems?
Yes. LOVALTO has extensive experience integrating Salesforce with core banking platforms including Jack Henry, FIS, and Fiserv. Integrations typically sync account data, transaction history, customer demographics, and loan information in real-time or batch processes.
What makes LOVALTO different for financial services consulting?
Evan Eichert brings real banking operations experience from First Financial Bank and commercial lending experience from CSC Leasing. That background covers how relationship managers work, how credit committees operate, and what regulators examine. The consulting approach combines Salesforce expertise with operational banking knowledge.
More than FSC?
The broader practice, including credit unions and insurance, is on Financial Services. Core banking and middleware builds are covered under Integrations. If an FSC or nCino rollout stalled, start with Implementation Recovery.
Tell us how your bank runs today.
Name the core, the lending platform, and the process that still runs on spreadsheets. We will tell you what FSC and nCino should take on and what should stay where it is.