SmartOffice
nCino
Transfer contacts, companies, deals, and more from SmartOffice to nCino. 11 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to nCino migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
The worldwide leader in cloud banking
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
End-to-end Bank Operating System on Salesforce platform
"The worldwide leader in cloud banking"
nCino is a cloud-based Bank Operating System built on Salesforce, providing financial institutions with CRM, loan origination, customer onboarding, account opening, credit analysis, and enterprise content management. Used by over 2,700 financial institutions globally including TD Bank and Truist.
Ideal for: Banks and credit unions seeking a unified platform for loan origination, customer onboarding, and CRM built on Salesforce.
End-to-end Bank Operating System on Salesforce platform
Serves 2,700+ financial institutions globally
Integrates with core banking and third-party systems
Consumer Banking APIs for custom experiences
Learn more at
ncino.com
See exactly which data objects transfer from SmartOffice to nCino
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to nCino.
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