Make financial collaboration repeatable, auditable, and ready for every client motion.
nBold turns deal rooms, underwriting cases, and KYC onboardings into governed Microsoft 365 workspaces — auditable by default, every time.
How nBold works for financial services and insurance teams.
nBold is a collaboration management platform for Microsoft 365 that turns every deal room, underwriting case, and client onboarding into a governed workspace provisioned from a single template.
When a new opportunity, loan, or KYC onboarding starts, nBold creates the full workspace — channels, a SharePoint site with metadata, a Planner board carrying the underwriting or deal checklist, an intake form, and the right sensitivity label — with your naming conventions, approval workflows, and membership rules already applied. Because every case is built the same way, context moves with the client across the lifecycle: the onboarding inherits the deal room, the service case inherits the onboarding, and the renewal inherits the full history, so commitments and evidence are never lost at a handoff. Governance and a complete audit trail are built into every workspace, keeping deal rooms, cases, and regulatory responses auditable by default. nBold is ISO 27001 and SOC 2 Type II certified and runs natively on Microsoft 365.
The motion.
Deal rooms, underwriting cases, KYC onboardings, credit reviews, claims, and regulatory responses — each one is a repeatable collaboration pattern. The work is cross-functional, regulated, document-heavy, and time-sensitive. Most institutions still run each motion differently every time.
The continuum.
Opportunity → onboarding → compliance review → service case → renewal. Context has to move with the client. When the deal closes, the onboarding team inherits the commitments. When onboarding ends, the relationship manager inherits the full client record. When a case opens, the service team sees the history. When renewal opens, the account team sees the whole lifecycle — and every handoff carries the evidence forward.
OpportunityDeal qualified, scoped
UnderwritingCase file, checklist, review
ServiceRun, support, escalate
RenewalExpand, retain, advocate
What breaks today.
Deal rooms for M&A advisory, syndicated lending, and private placements built manually per deal — inconsistent folder structures, rebuilt permissions, lost context when bankers rotate. Underwriting case files bouncing between email, Teams chat, and policy admin systems with no structured workspace per case — cycle times vary and audits find gaps. Client onboarding broken across compliance, relationship managers, and operations — documents requested twice, status invisible, and commitments made in one stage lost in the next.
What nBold changes.
Every deal, case, and onboarding from the same template.
A full workspace — channels, SharePoint site with metadata, Planner board with the underwriting or deal checklist, intake form, and sensitivity label — provisioned automatically the moment a new opportunity, loan, or client onboarding starts.
Handoffs that carry the full context.
The onboarding workspace inherits from the deal room. The service case inherits from the onboarding. The renewal inherits from everything before it. No rebuilds, no lost commitments.
Governance and audit trail built in.
Naming conventions, sensitivity labelling, approval workflows, and lifecycle rules applied per template. ISO 27001 certified. SOC 2 Type II certified. Regulator-ready by default.
Every client motion starts with the right structure and stays connected through renewal. Where collaboration is consistent, the business leaks less.
Proof points.
ISO 27001 certified · SOC 2 Type II certified · Microsoft 365 native · Full SharePoint provisioning with metadata · Governance per template · nFlow integration with Salesforce and HubSpot.
Frequently asked questions
Is nBold suitable for regulated financial institutions?
Yes. nBold applies naming conventions, sensitivity labels, approval workflows, and lifecycle rules per template, and logs every workspace action — so deal rooms, underwriting cases, and client onboardings are auditable by default. nBold is ISO 27001 and SOC 2 Type II certified. Permission and architecture detail for security reviews lives on the platform security page.
How does nBold connect to our Microsoft 365 environment?
nBold authenticates through Microsoft Entra ID and acts on your tenant via the Microsoft Graph API, under permissions your organization approves. It provisions and governs workspaces inside Microsoft 365 rather than moving collaboration into a separate system. The platform security page covers permissions, architecture, and certifications in detail.
Can nBold connect deal rooms to our CRM?
Yes. With nFlow, a stage change or amount threshold in Salesforce or HubSpot can automatically provision a structured deal or onboarding workspace — CRM record pinned, opportunity team synced, and tasks pre-loaded. This is part of the CRM Automation subscription.
How is nBold priced?
nBold is quoted per rollout rather than at a fixed public price. The Platform subscription covers workspace templating, provisioning, governance, and lifecycle; CRM Automation adds nFlow’s Salesforce and HubSpot integration; Enterprise covers volume agreements and advanced security review. You can start with a free trial or request a quote.