what we do

Partners on your digital journey helping you:

Our Expertise

When experience just isn’t enough

There are over 1,800 registered consulting partners in the Salesforce ecosystem, but how many have deep-rooted expertise in nCino and the Financial Services industry? Started by a former nCino employee and former banker, we know how to blend functional and technical expertise to maximize your nCino and Salesforce investment.

Our Offerings

Always start with the why


Struggling to keep up with your competition in this new digital world? No matter where you might be in your digital journey, we can assist with:

  • Creating a digital roadmap
  • Conducting a digital capability assessment
  • Building and refining a request backlog
  • Exploring new features and functionality
  • Performing a vendor analysis


Having trouble managing the constant backlog requests and nCino’s never-ending updates? We help your org reach its full potential by:

  • Enabling new features and functionality
  • Redesigning existing business processes
  • Fine-tuning system performance
  • Reducing technical debt


Need an extra set of hands? As a boutique Salesforce and nCino consulting firm, we perform full-cycle implementations for the following suite of products:


  • Commercial Loan Origination, Retail Loan Origination, Business & Consumer Deposit Account Opening (DAO), Customer Portal & Online Application


  • Financial Services Cloud (FSC), Sales Cloud, Service Cloud, Experience Cloud

Org Health Assessment

Take control of your nCino org’s health

Our complementary nCino Org Health Assessment helps Financial Institutions regain insight and control over their orgs. With just an hour of running scripts and asking key questions about your org, we gain insights into over 75 health metrics.

Our proprietary scorecard then scores the four key drivers of org health: Complexity, nCino Configuration, Performance, and Security.

Lastly, Lucro analyzes the data to prepare a detailed report with clear steps to improving the org’s performance and maintainability.

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Our Partnerships

One-stop shop for Salesforce & nCino

We’ve teamed up with Fortimize to enhance our Salesforce implementation and data capabilities. Since 2012, Fortimize has guided banks, credit unions, and lenders on their technology journeys, leveraging Salesforce. Validated by their 4.9/5 star rating on the AppExchange, they’ve transformed banks’ operations–automating processes that saved 1,000s of hours, and transformed both customer/member and employee experiences. Our partnership with Fortimize will help credit unions and banks stay ahead of the industry as consumer preferences continue to become increasingly digital and mobile.

Our Industry Focus

Many consulting firms tend to be “Jacks of all trades, but masters of none.”

We focus on the types of Financial Institutions we know best.

Commercial Banks
Retail Banks
Credit Unions
Alternative Lenders