Treasury and Commercial Banking Onboarding: Vendor Landscape

Next-generation treasury and commercial banking onboarding solutions are changing the market.

Onboarding is a pain point for many banks, one that can create back-office inefficiencies, detract from the customer experience, weaken the ability to cross-sell products, and increase time to revenue. Moreover, broader bank technology modernization, shifting customer expectations, and growing levels of competitive threat from other financial institutions (and, increasingly, fintechs) make onboarding more critical than ever.

This report provides a high-level overview of key players in the treasury and commercial banking onboarding solutions space. It examines the state of the treasury onboarding market based on discussions with leading vendors, active end clients, and other key players participating in this ecosystem. This report profiles the following vendors: Alloy, Identifee, nCino, NCR Terafina, and Prolific Banking.

Clients of Datos Insights’ Commercial Banking & Payments service can download this report.

This report mentions Amazon Web Services, Baker Hill, Bottomline, Box, Comerica, DocuSign, Dragonfly Technologies, Finastra, Finboa, Intellect, Knowledgelake, Pega, Pyramid Systems, Salesforce, Salesforce, Sardine, Seismic, Temenos, Unit 21, and Unqork.

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