Lakeworth Digital Inc.
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Case Study

Customer Success Story: Regional Bank in US

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Background

A regional bank with over $39B in assets, 1,800 employees, and 600 FSC/nCino users across 7 lines of businesses partnered with Lakeworth to drive greater value from their Salesforce and nCino investment. Despite 7+ years with the platform, Bank lagged in fully enabling product capabilities meeting business needs and growing demands.

The Challenge

Bank had made significant investments in FSC and nCino but faced ongoing issues:

  • Limited visibility across lines of business
  • Underutilized Salesforce and nCino features
  • Non-utilization of newer product features
  • Low adoption and end-user dissatisfaction
  • Bandwidth constraints within the IT team
  • No clear strategic roadmap to guide transformation

The Solution

Lakeworth co-defined a strategic roadmap and supported execution across critical areas:

  • Standardized workflows and automated handoffs
  • Enhanced LOS functionality, approval workflows using nCino Commercial Lending
  • Data Cloud + FSC to surface actionable insights based on Transaction Data
  • OmniStudio workflows to guide user experiences, Docgen
  • Business Rules Engine (BRE) to drive LOS document checklist
  • Analytic dashboards like Division Banking Pipeline & Performance, Household Statistics, Campaign Outreach Tracking
  • Adoption dashboards for usage tracking and optimization

Why They Chose Lakeworth

Deep Financial Services Expertise

Senior-led, outcome-driven delivery

FSC + nCino implementation Proven track record

Strong collaboration and ownership culture

The Results

Partnering with Lakeworth’s the Bank accelerated platform value realization, business capability modernization and user adoption.

"Lakeworth Digital’s deep knowledge of FSC and Financial Services significantly accelerated our Salesforce implementation. From day one, their senior architects delivered high-value solutions and collaborated seamlessly with our team."

Streamlined handoffs across FSC and nCino

Sales growth driven by Data Insights, cross LOB collaboration

Complete view of customer 360, Household analytics

Higher platform adoption and end-user engagement

Measurable impact across origination and operations

5-star review from internal sponsors, platform ROI