Partnership Case Study. Headquartered: Chicago, IL

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1 Partnership Case Study Headquartered: Chicago, IL

2 Overview West Monroe Partners is a progressive business and technology consulting firm that partners with dynamic organizations to reimagine, build, and operate their businesses at peak performance. West Monroe s team of more than 600 professionals is comprised of an uncommon blend of business consultants and deep technologists. This unique combination of expertise enables West Monroe to design, develop and implement strategic business and technology solutions that yield a dramatic commercial impact on each clients profitability and performance. West Monroe works side-by-side with clients to implement proven business solutions in the following areas: Mergers and acquisitions: navigate mergers and acquisitions to deliver synergies Customer experience: develop sound customer strategies that increase loyalty and profitability Operations: align operating models to business goals Advanced analytics: develop analytic capabilities to address critical business needs Market trends: analyze and interpret business trends Business strategy: develop strategic visions broadly or for specific functional areas Gap analysis: identify gaps between current capabilities and future visions West Monroe opened its doors to build a company different than any of its peers and has achieved its goal by staying true to its core values, which include aligning itself with industry leaders, being a positive differentiator to those who work with West Monroe and providing a work place that challenges its employees, yet instills a balanced work/life culture. West Monroe and ncino employ similar work/life cultures, creating a productive and engaged workforce. 1 ncino.com

3 One important strategic alignment West Monroe leverages is its partnership with Salesforce.com, the world s leading provider of enterprise cloud ecosystems. West Monroe works with its customers to implement Salesforce.com automation deployments in addition to Force.com integration and development. Salesforce.com s primary CRM and analytics platform provides a natural fit to deliver business solutions in conjunction with West Monroe. Importantly, West Monroe s relationship with Salesforce.com also brought with it a timely introduction to ncino, the leader in cloud banking and the fastest growing software company in the financial services industry. Challenge Financial institutions face a variety of challenges including: A flat interest-rate environment Increased regulatory focus and the resulting compliance burdens Changing customer behavior Pressure to grow non-interest income Increased competition from existing institutions as well as non-bank lenders Security Implementing technological change Operational efficiency West Monroe helps banks and credit unions respond to this environment through its extensive banking experience, ability to apply this experience and by working with strategic technology partners.these technology partners are selected to deliver additional specialized expertise in areas such as business processes, functional domain knowledge, industry expertise and vendor product expertise. As these services apply to optimizing banking specific processes, no single technology had been identified by West Monroe. It was not until a group of bankers developed a unique software system which married Saleforce.com functionality with banking IP that West Monroe was able to deliver technical support to key areas of bank transformation through a single solution. The solution identified was the ncino Bank Operating System. Finding a technology partner like ncino allowed West Monroe to remain consistent with its commitment to deliver solutions aligned with the goals of its banking and credit union clients. To be clear though, West Monroe maintains its technical alliances with two key principles in mind: Always deliver a solution in the best interest of the client, not the alliance partner West Monroe does not let alliance relationships affect their solution recommendation 2 ncino.com

4 Solution West Monroe recognized immediately that ncino s proprietary banking IP, which is built on the Force.com platform, would complement its existing banking solutions and provide a higher degree of ROI to West Monroe s bank and credit union clients. Neil Hartman, director of West Monroe s Financial Services, and one of the first to see ncino s solution recognized that, ncino filled a void in the banking industry for a cloud-based operating system. ncino had seamlessly integrated banking specific solutions like commercial loan origination and document management with CRM, data analytics/business intelligence and business process management to create a secure, configurable solution. The ncino Bank Operating System provided an improved method to help position West Monroe s bank and credit union clients as leaders through the implementation of technology. West Monroe now had a technical solution designed specifically to meet the challenges facing the financial services sector, which also delivered the scalability, flexibility and security of the Force.com platform. Features of the ncino Bank Operating System include: Loan Origination Account Opening Document Management (ECM) Spreading Credit Memo Treasury Management Customer Portal Integrated Credit Reporting Portfolio Management»» Loan Renewal»» Loan Modification Collateral Management Covenant Management Risk Grading Form Generation 360 View West Monroe and ncino help financial institutions embark on the transformative process of operational change through technology. Together ncino and West Monroe deliver a well thought-out implementation strategy and solution that maximizes internal adoption and minimizes disruptions to existing business processes. 3 ncino.com

5 Financial Institution Engaged & satisfied customers Process improvement Operational transparency Scalable, secure growth Support & New Features Future Initiatives Bank Operating System CRM Document management Business intelligence Automated workflow Implementation & Integration SI Partner Insights into an enterprise digital strategy Implementation strategy Drive adoption Customer experience Results ncino and West Monroe set the stage for productive customer relationships. The relationship between West Monroe and ncino has prospered since Pullen Daniel, ncino EVP Enterprise Sales, describes West Monroe as a best-in-class service provider, which provides significant domain and technical expertise across all the market segments we serve. This expertise was put to use early in the relationship when ncino and West Monroe partnered and implemented a business solution for a mutual customer. A partnership which continues today and has resulted in commercial loan growth in excess of 45%, a true 360 degree relationship view across all channels, improved operational transparency and efficiency, and most importantly, an improved customer experience. ncino and West Monroe delivered a solution that could scale for continued growth, and effectively serve employees and customers in the most efficient, transparent and compliant way. ncino and West Monroe provided a solution the entire business can be connected to...as the needs of our customers increase, this kind of platform really becomes foundational to where we are going to be not only next year, but in the next decade. - Financial Institutuion CEO The evolution of ncino and West Monroe now extends into the enterprise banking space where work has begun with two institutions whose combined assets exceed $100 billion. 4 ncino.com

6 Looking Ahead One new area of banking growth where ncino and West Monroe are working together is treasury management. Pullen Daniel reflected on the relationship saying, West Monroe has extensive treasury management domain expertise and the initiative is a great opportunity to broaden the already strong partnership between ncino and West Monroe. ncino and West Monroe have worked together to define best practices in treasury management and use the components of the ncino Bank Operating System to deliver a solution. The solution optimizes treasury management services for the customer and employee by digitizing paper, eliminating manual processes, simplifying data entry and providing real-time transparency. Financial institutions that apply these processes to onboarding and the management of treasury services, can expect to exceed customer expectations and improve their bottom line. West Monroe will continue to expand its influence in the community bank, credit union and enterprise market. Working together with strategic partners like ncino will allow West Monroe to more effectively solve the complex challenges presented by its banking customers. Financial institutions will not only be able to rapidly adapt to changing market conditions but also thrive by employing the insight and tools provided by West Monroe and partners like ncino. By having ncino s banking specific solutions on a proven platform, West Monroe Partners has been able to go to market with the ncino solution with complete confidence. Implementation times and cost have been reduced and results have been transformative for our clients. - Corey Coscioni, West Monroe Director of Strategic Alliances 5 ncino.com