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Industries: Financial Services

nCino Consulting Services

Many lenders already rely on nCino, but gaps in exposure accuracy, data alignment, covenants, portals, and pipeline reporting often keep the platform from delivering its full value.

Coastal’s experts bring more than 350 years of combined experience as lenders, operations leaders, and transformation owners across institutions nationwide. We help financial institutions close the gaps between nCino, FSC, and core systems so the lending process works as intended. Our team refines upstream data capture, stabilizes exposure, synchronizes pipeline data, and modernizes the customer and member experience.

The result is a connected, accurate, and efficient lending journey that leaders can trust and teams can rely on across the institution. As a trusted partner to both Salesforce and nCino, Coastal helps institutions unlock the full value of their lending platform.

Salesforce Insurance Solutions

Expert Financial Services Cloud 5/5 AppExchange Customer Satisfaction Rating 55 Financial Services Experts 350+ Years of Combined Financial Services Experience Salesforce Insurance Solutions Consulting Services Strategy & Roadmaps Strategy & Roadmaps Using our True North Methodology, we define the steps needed to simplify your operations and modernize the insurance experience across underwriting, claims, and distribution. […]

Financial Services

Expert Financial Services Cloud 5/5 AppExchange Customer Satisfaction Rating 55 Financial Services Experts 350+ Years of Combined Financial Services Experience Trusted solutions to common Financial Services challenges. Data Modernization Workshop A comprehensive deep dive into your data landscape, leveraging Snowflake, Data Cloud, Agentforce, Einstein Studio, and Tableau to segment portfolios, track cross-LOB opportunities, activate data, […]

How Smart Banks Unleash Treasury Management’s Revenue Potential

Woman working on computer in office

Every morning, your treasury management professionals arrive at work and perform a familiar ritual: They log into system #1 for remote deposit capture limits. Then system #2 for ACH transactions. System #3 for wire transfers. System #4 for positive pay. And on it goes. Then comes the magic—an elaborate Excel spreadsheet that ties it all […]

Pulling growth levers within Salesforce: PE Strategies for Quick Wins & High ROI

The constant evolution of Salesforce’s products can make it challenging for private equity firms to prioritize which Salesforce features and tools will deliver the biggest impact for their portfolio companies. This is especially true in the early stages of implementation when resources are often limited.  Coastal helps PE firms navigate this challenge by understanding their […]

Treasury Management

Woman working on computer in office

Modern treasury management demands a connected, customer-centric system like Salesforce Financial Services Cloud (FSC). With the right foundation, banks can uncover untapped revenue, strengthen client engagement, and better navigate challenges like loan delinquencies and rising competition.

Smart Collections: Balancing Liquidity and Risk with Salesforce

Financial institutions are walking an economic tightrope. Credit card and auto loan payments are increasingly late, a clear sign that organizations need to strengthen their collections approach. But on the other side of that tightrope is the opportunity for loan growth—and tightening up credit too much could mean missing out on good customers and stifling […]

Coastal Unveils New Financial Services Practice Under Leadership of Industry Veteran Jonathon “JP” Owens

Award-winning firm will offer full-breadth Salesforce consulting solutions for financial services organizations. Coastal, the top-ranked Salesforce consulting partner, has announced a new financial services practice, appointing industry veteran Jonathon “JP” Owens to run the new group.  Coastal’s financial services practice offers multi-cloud solutions for all the sector’s sub-verticals, including banking, wealth and asset management, capital markets, […]

Fast Salesforce Org Merge

When you prioritize people above technology, you’ve already taken the first steps to create a successful change management strategy. Our culture-first approach means investing time in creating solutions centered around your workforce—a proven strategy that yields massive dividends. Don’t rely on band-aid solutions that create continual pain points; let us help you create a scalable, […]

Unified Business Insights

Fragmented data and siloed teams make it hard to see the big picture. Implementing a full Business Intelligence tool may seem daunting—the cost, the time, the disruption—but it doesn’t have to be that way. Coastal’s deep experience lets us quickly connect your current systems, providing a clear, executive-level view of your entire business lifecycle. We […]