nCino, the leading provider of intelligent, best-in-class banking solutions, needed to educate three distinct audiences—employees, customers, and partners—on complex financial technology and services. Each group required personalized enablement across complex technical and functional topics, and their existing learning management system (LMS) created operational drag: certification was fragmented, reporting was manual, and training relied on siloed systems like PayPal, Zoom, and spreadsheets.

To solve this, nCino partnered with Intellum to reimagine and redesign its education program. They built from the inside out, executing a deliberate, phased rollout strategy that prioritized internal adoption before scaling to external audiences.

Phase 1: Employees First
The first phase launched internally to a small, controlled group of employees. Branded as "LevelUP," the internal instance was designed to deliver personalized onboarding through structured 30/60/90-day onboarding journeys, tailored to each user’s department, location and role. This data was dynamically pulled from Workday using Intellum’s out-of-the-box SFTP connector. 

Even more, with Intellum’s Salesforce integration, nCino pushed employee certification completions back into Workday profiles, creating a closed-loop system where employee development became visible, measurable, and strategically aligned across the business.

This beta approach allowed the team to gather feedback, refine certification navigation, and train admins in a low-risk environment—turning employees into both power users and internal champions.

Phase 2: Customers and Partners

With the platform refined and validated internally, nCino expanded training to external audiences via nCino University Online. Built on the same core content, the experience was dynamically customized by role and user type, ensuring relevance without duplicating effort. Single sign-on provided seamless access, and Intellum’s e-commerce tools allowed for paid certifications and instructor-led training to be purchased and delivered directly in-platform.

This transition eliminated the operational chaos of managing registration, payment, and delivery across multiple systems. Instead, external learners encountered a polished, unified experience while the training team gained efficiency, consistency, and scale.

Phase 3: Ecosystem Expansion (Coming Soon)
Next, nCino plans to scale its education offering beyond its existing ecosystem to reach prospective customers, consultants, and independent learners. With tiered pricing and smart segmentation already in place, the team is well-positioned to unlock new revenue streams without reinventing the content stack.

nCino’s phased rollout with Intellum didn’t just streamline training logistics; it fundamentally transformed how the company drives performance, revenue, and scale through education. The results speak for themselves: 

• One platform, three audiences, zero friction. Employees access internal training through LevelUP, while customers and partners log in to nCino University Online—each experience personalized by role and permissions, but powered by a shared content foundation.

• Operational lift reduced by 97%. Monthly reporting tasks that once took 3+ hours and multiple spreadsheets now take just five minutes—thanks to centralized data from Workday and Salesforce flowing directly into Intellum.

• Onboarding at scale, fully automated. New hires are automatically enrolled in onboarding journeys triggered by Workday data. Managers gain real-time visibility into team progress, while department-specific compliance training is delivered based on geography and role.
  
  
• Certifications that generate revenue. With native e-commerce, AI proctoring, and dynamic exam delivery, nCino manages its certification programs without duplicating content. Employees access the same resources as paying customers and partners, unlocking new business models from a single source of truth.‍

• Built for what’s next. With predictive analytics, audience expansion, and advanced segmentation on the horizon, nCino is laying the foundation for education-led growth well beyond its current ecosystem.

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