Rich Levins’ Post

I'm all revved up and excited to announce I have joined Zennify, a leading Salesforce and nCino financial services consulting firm. It has been quite a ride working for Banking and Insurance organizations across six (6) continents. I am looking forward to the road ahead!

Fed holds on interest rate hike, leaves rate unchanged for now, but indicates one more hike is likely this year. While not quite the silver lining the market was hoping for, it is a nice picture my wife took from our home last week.

Starting over again can be challenging. I have spoken with a number of people who are struggling to re-start their careers.   While everyone’s situation is different, if you can afford to take your time and think about your next move, I suggest you do it.   The following is some advice others have shared with me that I have found helpful.   1) Don’t assume you can only do one thing.   2) Ask your colleagues for support:   - Write a recommendation for you to add to your LinkedIn Profile   - Review your resume and provide feedback.     - You may also want to consider engaging a professional service.   - If they have moved on to other organizations, ask if they are hiring   Some firms pay a referral bonus, so there maybe incentives for them   3) Take a course and get certified.   4) If you have not gone on interviews in a while, practice. - There are a number of web sites and videos that can assist you with this.   5) Get inspired.  If you haven't seen it, check out the movie, The Secret Life of Walter Mitty It's an uplifting story that takes place in the backdrop of a company that is downsizing. Sound familiar?   6) Make progress every day, but don't let it consume you.   Personally, I find gaining altitude helps me find happiness and perspective.   The Picture is me flying in an Ultralight over the Manhattan Beach Pier.

Over the course of my career, I have implemented technology solutions in 6 of the 7 Continents . . . only Antarctica has eluded me, at least so far. I have worked in almost every industry (e.g., Banking & Finance, Insurance, Healthcare, Energy, etc.), and have looked at every new opportunity as a chance to learn and a new adventure. After 10 years with Intellective, last Friday was my final day. I was fortunate to have worked with some great people along the way and shared many great experiences working in Professional Services, Architecture and Presales. Friends and colleagues have started to ask the question, What is next for me? While it is too soon to tell, one thing is for sure, I am looking forward to my next adventure.

I have implemented technology solutions for large insurance organizations in North America, EMEA, APAC and LATAM. This messaging is what my UK friends would call Bang On!

It is hard to believe it has been three months since the nCino nSight 2023 Conference in Charlotte. If you did not get the chance to attend Intellective’s Session on Enhancing the nCino Document Manager User Experience you can review the topics we covered here. https://lnkd.in/gK2wihk9   For more information or a live demonstration, visit us here or reach out via LinkedIn. https://lnkd.in/gbm5UrEq Rich Levins nCino Integration Solutions Director at Intellective

#nSight2023 is just a few weeks away, and I’m pleased to announce that I’m speaking at the Lounge Live session “Enhancing the nCino Document Manager User Experience " conducted on Wednesday, May 10th at 2:20 pm. This session will present how organizations can leverage ECM Integration to: expedite processing, reduce costs, enhance customer service, gain a competitive advantage, and improve governance and compliance. In this session, learn how to enhance your organization’s ECM Integration to: ·       Automate the capture process to nCino Doc Man placeholders ·       Enhance the document viewing experience ·       Reduce content storage cost in Salesforce ·       Provide ECM content search access from any nCino UI ·       Copy documents across loans, relationships, etc.

Enhance your nCino user experience.   Looking forward to demonstrating Intellective’s new feature rich Document Viewer with direct integration to nCino’s Document Manager, it provides a great complement to our existing Unity for nCino product which integrates nCino with multiple ECMs (e.g., IBM FileNet, OpenText, OnBase, etc.).