G2

Stephen G.

Account Manager

Mid-Market (51-1000 emp.)

12/17/2021

"Daily user tracking customers, prospects and competitors"

4.5/5

What do you like best about nCino Identity Solutions?

I am a big fan of the ability to get daily news on customers, prospects, and competitors; this allows me the ability to keep interacting with my clients at all times and up to date with anything important going on with them. I also like the ability to scope out a business's current financial situation before working on proposals. The Delphi score is an excellent indicator of how they will get on for finance. Review collected by and hosted on G2.com.

What do you dislike about nCino Identity Solutions?

The lack of telephone numbers that are generated from the prospector lists, unfortunately, this adds to the task of our apprentices who utilise the lists as part of their role. Review collected by and hosted on G2.com.

What problems is nCino Identity Solutions solving and how is that benefiting you?

We have a team of apprentices at Ethos that do new business generation, so the ability to generate calling lists for them is a huge problem solved (minus the lack of telephone numbers). I am benefited from the daily alerts of things happening in customers so I can engage and interact with them more on subjects I may not have known about allowing me to be a better account manager. Review collected by and hosted on G2.com.