BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell & referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.
BankSight Intelligent Banking CRM is powered by banking-specific machine learning technologies and is purpose-built for community and regional banks, and credit unions. BankSight runs on Microsoft Azure and Dynamics 365. BankSight solution sets include:
Perfect Small Business Outreach - Improve how well you market to small businesses in your community by giving your bankers timely insights, events, and alerts about new opportunities.
Reduce Valuable Customer Churn - Automatically flag transactions—from auto-payment cancellations to money in motion—so your bankers can proactively reach out to at-risk customers.
Protect and Expand Lending Relationships - Make it easier for your bankers to monitor loans, renewals and pre-screens, and to capture new lending applications—because your current customers are often your most loyal customers.
4.Attract Investment Advisory Services - Attract more wealth management advisory services by identifying customers most likely to benefit from your offerings.
Community and regional banks and credit unions are increasingly facing cutthroat competition and market challenges from a combination of forces including upstart fintechs, the largest national banks and regulatory compliance requirements. BankSight helps community and regional financial institutions protect their most valuable customer relationships while improving their customers' financial futures.
Software Description
Insightly is the preferred CRM platform for businesses of all sizes, worldwide. It is the #1 CRM for G-Suite and Microsoft Office 365. With more than 1.5 million users in more than 25,000 companies, Insightly CRM helps businesses in every industry build lasting customer relationships, deliver projects, and grow revenues faster. In 2018, Insightly was named a Gartner Peer Insights Customers’ Choice for Sales Force Automation (SFA). Learn more at Insightly.com.
Software Description
Gigya is developed for companies that want to build a better relationship with their customers and get to know their audience. They can do so using both traditional and social accounts to consolidate and manage cross-channel customer data.
Gigya extracts information across devices and accounts, storing them in a web-based database. This software provides businesses capabilities and functionalities which they can use to utilize social registrations, which in turn increases their customer value and social engagement.
Gigya was developed for consumer identity management and modern marketing. The service also offers APIs needed for reliable and scalable registration, authentication, profile management, data analytics and third-party integrations. This software is mostly used by eCommerce, media, travel, and publishing businesses, including well-known big brands.
Features
Dashboard
Customer Management
Multi-User
Lead Scoring
Task Scheduling/Tracking
Lead Management
Marketing Automation
Notifications
Email Integration
API
Data Export
Data Import
Data Visualization
2-Factor Authentication
Batch Permissions & Access
External Integrations
Contact Management
Features
Click-to-Dial
Call Tracking
Gantt Charts
File Transfer
Referral Tracking
Multi-Currency
CRM Integration
Lead Scoring
Notifications
Resource Management
Roadmapping
Batch Permissions & Access
Supplier Management
Analytics
Data Export
Conversion Tracking
External Integrations
Calendar Management
Customer Management
Dashboard
Scheduling
Task Scheduling/Tracking
Multi-User
Inventory Tracking
Google Apps Integration
Data Import
Forecasting
Data Visualization
API
Email Integration
File Sharing
Project Management
Contact Management
Contact Sharing
Lead Management
Social-Media Integration
Features
Dashboard
Scheduling
Google Apps Integration
Notifications
Email Integration
Data Export
Data Import
2-Factor Authentication
Contact Management
Password & Access Management
API
External Integrations
Customer Management
Summary
Intelligent Banking CRM including a Commercial Lending Deal Builder Application
BankSight runs on Microsoft Azure and Dynamics 365
Summary
Relationships: Use relationship maps to identify the strongest relationships to any customer, track over time, and discover hidden connections.
Sales: Distribute leads to the right reps with automated lead capture and routing, manage opportunities in kanban view, and send tracked emails to prospects in a couple of clicks.
Projects: Convert won opportunities to projects without losing any data. Track milestones, manage processes, and integrate with external systems.
Business processes: Build and deploy custom applications with the Insightly platform across web and mobile in just a few minutes. Capture the data you need from customers or external systems and connect that information to existing records.
Mobile: Manage everything on the go with award winning mobile applications for both Android and iOS.
Integrations: Stay connected to the tools you already use, including Google Apps, Office 365, Slack, Mailchimp, etc.
Summary
Social Login
Profile Management
Single Sign-On (SSO)
Registration-as-a-Service
Customer Insights
Analytics
Loyalty
Customer Identity Management
Identity and Access Management
Consumer Insights
FAQs
Does this service offer an API?
BankSight offers over 1000+ APIs that can be leveraged for clients.
Who are the main user groups of this service?
BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.
Does this service offer multi-user capability (e.g. teams)?
BankSight has a deep banking-authorization model that enables access and controls from the business-level, to teams, to individuals.
What platforms does this service support?
BankSight runs on Microsoft Azure and Dynamics 365.
What are some applications this service is commonly used in tandem with?
BankSight integrates with PowerBI, Office365, Linkedin, and other Microsoft products. BankSight has pre-built integration to common Core Banking applications and 3rd party financial data including TransUnion and CoreLogic.
Does this service offer guides, tutorials and or customer support?
BankSight offers guides, tutorials, and 24/7 customer support.
What is this service generally used for?
BankSight including Dynamics 365 can be used to market, sell, and service to customers.
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