VanillaSoft
nCino
Transfer contacts, companies, deals, and more from VanillaSoft to nCino. 10 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your VanillaSoft 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
Sales engagement platform for high-velocity teams
VanillaSoft is an all-in-one sales engagement platform with real-time lead management, compliant auto-dialer, and powerful automation tools. It specializes in optimizing sales processes for inside sales teams and fundraising organizations.
Built-in VoIP with enterprise-level call quality
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 VanillaSoft to nCino
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from VanillaSoft to nCino.
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