nCino Deploys Banking Advisor: A Generative AI Solution to Enhance Efficiency in Financial Institutions

Banking Advisor, designed as a conversational co-pilot for bankers, promises to modernise portfolio management, reduce regular operations, and simplify complicated procedures to help financial institutions with regulatory compliance and operational efficiency.
There is a new innovation in the world of Finance. With features like interactive documents where bankers can interact with PDF documents, such as credit policies and training materials, through a chat interface. The solution automates the creation of new deal and credit memo narratives, reducing human error and streamlining what was previously a manual task. A chat interface provides conversational industry benchmarks and insights, helping bankers determine the best next steps for their business. Document uploads are streamlined, with the system scanning and categorizing information to associate it with the appropriate relationship. And if this wasn’t enough the tool answers specific questions based on uploaded documentation, such as: "Can I originate a loan with a loan-to-value (LTV
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Anshika Mathews
Anshika is the Senior Content Strategist for AIM Research. She holds a keen interest in technology and related policy-making and its impact on society. She can be reached at anshika.mathews@aimresearch.co
25 July 2025 | 583 Park Avenue, New York
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