Boutique Financial Technology Consulting
Intelligent Digital
Solutions for
Financial Services
IDSG3 partners with banks, credit unions, and specialty finance firms to modernize lending operations through Salesforce FSC, nCino LOS, and AI-assisted digital transformation.
What We Do
Our Services
Six specialized practice areas — each built from 25+ years of hands-on delivery across Salesforce, nCino, and Commercial Banking. Click any service card to see what's included.
nCino LOS Implementation & Optimization
End-to-end nCino Bank Operating System delivery for commercial, business, and consumer lending institutions.
Salesforce Financial Services Cloud Consulting
Full-lifecycle Salesforce FSC implementation and optimization for banking and lending organizations.
Product Ownership & Business Analysis
Embedded PO and BA services that bridge the gap between banking business needs and technology delivery teams.
Systems Integration & API Services
Connecting your Salesforce and nCino ecosystem to core banking, incentive platforms, and third-party applications.
AI-Assisted Banking Technology
Piloting and scaling AI-driven workflows for banking technology teams — from requirements to development.
Platform Team Building & Advisory
Building, scaling, and coaching high-performing Salesforce and nCino platform teams from the ground up.
Emerging Practice
Artificial Intelligence
Consulting
IDSG3 helps financial institutions move from AI curiosity to AI capability. Our AI consulting practice is purpose-built for banking and lending organizations — combining deep domain expertise in Salesforce FSC and nCino with practical, outcome-driven AI strategy and implementation.
AI Enterprise Readiness — Where We Start
Every IDSG3 AI engagement begins with an Enterprise Readiness Assessment. Before recommending a tool or platform, we evaluate your data quality, process maturity, governance posture, and team capabilities — so your AI investment lands on solid ground, not hype.
Read our AI Enterprise Readiness guideAI Enterprise Readiness Assessment
A structured evaluation of your organization's data, workflows, and technology stack to determine where AI can deliver the highest ROI — before you commit to a platform or vendor.
Intelligent Lending Automation
Design and implement AI-driven automation across the loan origination lifecycle — from document ingestion and data extraction to credit memo generation and covenant monitoring.
AI-Assisted Requirements & Delivery
Accelerate your Salesforce and nCino delivery cycles using LLM-powered requirements elicitation, user story generation, and AI-assisted development workflows for platform teams.
Salesforce Einstein & Agentforce Integration
Implement Salesforce Einstein AI features and Agentforce autonomous agents within your FSC environment — including predictive scoring, next-best-action, and AI-powered service workflows.
AI Pilot Program Design & Rollout
End-to-end design and facilitation of AI pilot programs for banking technology teams — including use case selection, vendor evaluation, governance frameworks, and measurable success criteria.
Change Management for AI Adoption
Structured change management and training programs to drive AI adoption across banking operations, lending teams, and technology staff — ensuring your investment translates to measurable outcomes.
Ready to explore what AI can do for your lending or banking platform?
Our Differentiators
Why IDSG3
Hands-On, Not Just Advisory
25+ years of direct Salesforce and nCino platform work — not theoretical consulting. We have built, configured, and delivered the same systems we recommend.
Deep Commercial Banking Domain
Proven expertise in loan origination, underwriting, credit operations, and commercial banking workflows — we speak the language of your business and your technology.
Results You Can Measure
250+ annual platform enhancements delivered. 1,600 users onboarded. 10+ business units supported. We track outcomes, not just activities.
Boutique Attention
Senior-level expertise on every engagement. No junior consultants handed your project after the sales call. IDSG3 principals are present from discovery to delivery.
About the Firm
Built from the
Inside Out
IDSG3 was founded by a senior banking technology executive with over 25 years of direct, hands-on experience implementing and optimizing Salesforce Financial Services Cloud and the nCino Bank Operating System at regional and community banking institutions.
Unlike large consulting firms that assign junior staff after the sales call, IDSG3 principals are present on every engagement — from discovery workshops and requirements elicitation through configuration, testing, and go-live support.
Our work spans Commercial Banking, Corporate & Investment Banking, Business Banking, and Specialty Finance — with a track record of delivering measurable outcomes: faster loan origination cycles, higher platform adoption, and stronger alignment between technology and business strategy.
Get in Touch
Ready to Modernize
Your Lending Platform?
Whether you're planning a new nCino implementation, optimizing an existing Salesforce FSC deployment, or building out your platform team — IDSG3 is ready to partner with you. Let's start with a conversation.