Business Flows

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  • Reserve deposit account
  • Creating a new business or individual relationship in nCino creates a matching record in Mambu, keeping your core banking solution in sync with your customer relationship management software.

  • Book deposit account
  • Booking a deposit account in nCino is the equivalent of approving a deposit in Mambu. This action indicates that all necessary checks and approvals have been made and puts the deposit account in a state where it is ready to make deposit to the client.

  • Updates from Mambu to nCino
  • These flows cover post-approval actions taken against a deposit account, this includes things like deposit transaction, deposit transfer, withdrawal transaction, lock account and closing a deposit. These actions are typically taken in Mambu and synced to nCino so that customer-facing teams have the latest information about the relationship at hand.