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nCino Bank Operating System vs. Wealthbox CRM

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    Overview
    ProductRatingMost Used ByProduct SummaryStarting Price

    nCino Bank Operating System

    Score6.8 out of 10
    N/AAs a cloud-based solution, the nCino Bank Operating System enables bank employees and leaders with insight into the bank through an end-to-end platform that spans business lines and combines customer relationship management (CRM), customer onboarding, account opening, loan origination, deposit accounts, workflow, credit analysis, enterprise content management and instant reporting capabilities. nCino integrates with the bank's core and transactional systems, while replacing point solutions and…N/A

    Wealthbox CRM

    Score8.9 out of 10
    N/AWealthbox CRM from Starburst Labs in Providence is a financial sectors focused system that allows users to retrieve, create, and edit data including contacts, tasks, events, notes, opportunities, and projects, as well as build custom workflows.N/A
    Pricing
    nCino Bank Operating SystemWealthbox CRM
    Editions & Modules
    No answers on this topic
    No answers on this topic
    Offerings
    Pricing Offerings
    nCino Bank Operating SystemWealthbox CRM
    Free Trial
    NoNo
    Free/Freemium Version
    NoNo
    Premium Consulting/Integration Services
    NoNo
    Entry-level Setup FeeNo setup feeNo setup fee
    Additional Details
    More Pricing Information
    User Ratings
    nCino Bank Operating SystemWealthbox CRM
    Likelihood to Recommend
    -
    (0 ratings)
    8.0
    (1 ratings)
    User Testimonials
    nCino Bank Operating SystemWealthbox CRM
    Likelihood to Recommend
    nCino
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    Wealthbox CRM is great with looking up advisor information. It looks a lot like a Facebook profile -- you can quickly make a comment to record a phone conversation, post an email, etc. The customizable workflows are great for due dates and keeping steps within your business.
    Incentivized
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    Pros
    nCino
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    • Workflow Customization
    • Ease of Use with setting up Advisor and Contact Info
    Incentivized
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    Cons
    nCino
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    • Workflow Glitches - workflows will sometimes not move to the next step or will continue to spin in a "loading" fashion. Can be frustrating and slows down business.
    • Issues do not get resolved timely.
    Incentivized
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    Alternatives Considered
    nCino
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    Wealthbox is more user friendly and has a better view
    Incentivized
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    Return on Investment
    nCino
    No answers on this topic
    Wealthbox (Starburst Labs, Inc)
    • Transparency with advisors - they can see the workflows we create and know what step their business is currently in and what's next.
    Incentivized
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    ScreenShots