nCino

DocFox is used by over 200 financial institutions to automate their account opening processes. It provides intelligent, highly customized workflows for any type of client. DocFox allows for an omni-channel account onboarding process with the flexibility for any client type, whether a corporation, offshore trust, crypto business, money services business, or an LLC.

Similar Connectors

nCino

Quick Info

Latest Version
1.0.0

Connector Type
Partner (External API)

Support Level
Community

Status
Released

Function/Application
Accounts

Licensing
Community

Blogs & Case Studies

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Interview: Going Beyond the AI Hype with PortX’s CTO and CIO
June 26, 2025

Interview: Going Beyond the AI Hype with PortX’s CTO and CIO

in AI,
Artificial intelligence is becoming both a competitive advantage and a compliance concern, making it easy to get lost in the buzzwords and hype. At PortX, we believe in cutting through the noise. AI isn’t just a shiny new feature—it’s a foundational tool we use to improve the way financial institutions build, deploy, and scale integration […] Read More >
Relevance in the Age of AI: Tech-Forward Community Banking Without Losing Its Soul
June 17, 2025

Relevance in the Age of AI: Tech-Forward Community Banking Without Losing Its Soul

in API Management, Banking Core Integration, Fintech, Open Banking,
Community financial institutions uniquely merge trust-based relationships with innovative technology, unlike big banks that thrive on scale or fintech startups praised for their agility. Today, embracing advanced technology, particularly artificial intelligence (AI), isn’t merely beneficial; it’s mission-critical to maintaining relevance, competitiveness, and growth. How will community financial institutions (FIs) carve out their place in this […] Read More >
AI is Rewriting the Rules of Integration: Banks and Credit Unions Need a New Game Plan
June 3, 2025

AI is Rewriting the Rules of Integration: Banks and Credit Unions Need a New Game Plan

in AI, API Management,
“AI-first thinking is non-negotiable” was the subject line of an internal message I shared with our team, challenging them to integrate AI tools into their daily workflows, design products that interact naturally with AI, and embrace it as a supportive, productivity-boosting partner. (Spoiler alert: the preliminary results have transformed our code productivity, product time-to-market, and […] Read More >

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