- CAIS (Credit Account Information Sharing) - information about participating businesses’ credit accounts with other institutions and credit bureaus. This includes information such as a customer's credit history, outstanding debt, and payment history.
- CATO (Current Account Turnover) - current account debit and credit data which can be used to understand a participating business’s cash flow and its propensity to default.
- Customers must be CAIS members to have this upgrade
- Customers must have a SmartBanker licence
ProBanker is an add-on to SmartBanker.
Banking relationship managers usually only have a partial view of their customers’ finances. ProBanker can see across multiple banking relationships by using CAIS & CATO datasets to provide a full market view of a business's financial health, via WebApp & API formats.
ProBanker's additional information for these companies is indicated by the badge
in these webapp locations:
Requirements
Please talk to your nCino representative for more information.
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