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Customer spotlight

Proving the business value of privacy

Introduction

As a software built for some of the most privacy-focused organizations in the world—financial institutions—nCino is constantly innovating. Senior Privacy Analyst Anna Rogers consolidated nCino’s privacy processes onto one platform, eliminated manual tasks and siloes for teams across the company and championed a proactive privacy-by-design framework.

Anna Rogers
DataGrail user since: 2024
Industry: B2B Financial
Data Privacy Hero Awards Winner
Challenge: Reactive privacy management is expensive.

Before Anna joined the team, privacy processes were heavily manual and segmented across multiple teams. As privacy requirements evolved for the industry, Anna saw an opportunity to transform nCino’s privacy practices.

In a rapidly evolving regulatory landscape, the Privacy Team knew that growing complexity would outpace their existing model’s capabilities. Anna envisioned a transparent and user-centric privacy experience that built long-term trust with users while simultaneously shedding outdated and clunky processes.

The Solution: Accessible privacy innovation offers more than compliance.

To realize this vision, Anna led the hunt for a privacy tech partner capable of automating complex operations into user-friendly processes that would work for employees at any privacy skill level.

Beyond standard compliance, Anna wanted a complete and futureproof customer privacy journey. She decided on DataGrail Consent, Request Manager, and Live Data Map for her solution.

Anna implemented [DataGrail’s] comprehensive cookie governance framework that not only ensures global privacy compliance but also enhances the user experience with transparent, granular consent options that improve website performance and user trust.”
Caleb Mabe, Global Head of Privacy and Data Responsibility
Director, Information Security & Compliance
The Impact: A quantified strategic advantage

With DataGrail in place, Anna was able to transform nCino’s entire privacy program—from cookie governance to request automation.

She implemented a cookie governance policy that ensures compliance with global regulations while delivering exemplary transparency to users. As a result, nCino has improved its ability to market to and connect with its community.

Using Live Data Map, Anna indexed an inventory of hundreds of systems and with Request Manager, Anna nearly fully automated Data Subject Request (DSR) compliance, while keeping one manual touchpoint to ensure the human-in-the-loop experience nCino values.

Her well-documented work also allowed the company to quickly adapt during international acquisitions while maintaining trust and confidence. Her meticulous attention to driving simplicity across the entire privacy experience has paid off, allowing nCino to stay ahead of regulatory enforcement trends and consumer expectations.

DataGrail was a game-changer for us. It took time-consuming manual tasks and automated them into a single, user-friendly platform that makes privacy requests more manageable than ever.”
Anna Rogers
Senior Privacy Analyst
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