What are 'connection roles' in nCino designed to define?

Connection roles in nCino are specifically designed to articulate the various types of connections that exist among relationships within the financial services context. This includes defining the interactions and affiliations between clients, prospects, and other stakeholders involved in financial transactions. By establishing these connection roles, organizations can better understand how different entities are linked, thereby enhancing the management of relationships and improving the overall customer experience.

These connection types help streamline communication and collaboration between different parties, ensuring that everyone involved has a clear understanding of their roles and responsibilities in the context of the financial services provided. This focus on relationship mapping is essential for effective relationship management, as it allows banks and financial institutions to create a comprehensive view of their customers and tailor services accordingly.