Client Challenge

A major European bank, ranked among the top 20 largest asset managers worldwide, manages approximately €1,079 billion in assets. Seeking to modernize its commercial lending operations. As part of one of the largest banking groups in Europe, this institution provides critical investment services to institutional investors, investment funds, corporations, and individuals.

The bank operated with a heavily customized inbhouse Salesforce application alongside "Credit App" and various third-party solutions. This fragmented approach relied heavily on manual processes for reviewing and validating credit opinions and annual reviews. With over €100 billion in yearly turnover flowing through this system, the bank recognized the need for a more agile, cloud-based platform that could deliver an improved experience for customers, investors, members, and employees.

Our Approach

Blue5Green assembled a team of Salesforce and nCino experts to partner with the bank's business and IT teams. We developed and executed a comprehensive roadmap to transition from their existing systems to nCino's powerful platform.

We carefully approached this transformation with careful attention to the bank's unique position as one of the most prominent Corporate and Investment Banking (CIB) institutions, ensuring that the solution aligned with its complex regulatory requirements, high-value transactions, and need for seamless global operations. Our implementation covered the entire loan lifecycle, including organization, renewals, modifications, and portfolio management. We incorporated sophisticated elements such as annual reviews, auto spreads, and exposure calculations.

The program was supported by a 60+ team deployed across Europe, the US, and India, combining technical and functional resources from the bank and Blue5Green.