Case Study: SAFE Credit Union achieves streamlined business lending and unified relationship data with nCino

SAFE Credit Union - Customer Case Study

SAFE Credit Union, a Sacramento-based credit union with more than 180,000 members and $2.1 billion in assets, expanded into business lending to better serve local small businesses but relied on manual, paper-based processes. Those workflows produced slow loan cycle times, data duplication and errors, limited transparency and inconsistent member engagement.

In mid-2014 SAFE implemented the cloud-based nCino Bank Operating System—consolidating CRM, loan origination and portfolio management into a single platform. The result: a paperless, 360° view of member relationships, reduced errors and duplicate entry, faster lead-to-close times, remote pipeline transparency, and measurable increases in business lending efficiency and member satisfaction.

SAFE Credit Union

Henry Wirz

President