Compare BankSight vs SAP CRM

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BankSight

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About BankSight

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:

  1. 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.

  2. 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.

  3. 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.

About SAP CRM

Customer relations in one integrated suite. All customer interactions, from calls, emails, social media, and live chat can be tracked, managed, and evaluated. Tasks and dates can be prioritized, follow-ups can be scheduled, and team selling supported, using the CRM.

SAP CRM is a customer relationship and engagement platform built to enhance users' engagement capabilities and enable them to provide smooth and personalized customer experiences at every opportunity and across multiple channels.

The software improves the sales and marketing, boosts customer engagement, drives sales, and streamlines order-to-cash processes, among others.

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Features

  • 2-Factor Authentication
  • API
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Google Apps Integration
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-User
  • Notifications
  • Scheduling
  • Social-Media Integration
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • Sales Automation
  • Pipeline Management

Summary

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Summary

  • On-Premise Deployment

  • Marketing Resource Management

  • Marketing Analytics

  • Campaign Management

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.

FAQs

    Does this service offer an API?
  • Yes, SAP offers a set of public APIs.

  • Does this service offer guides, tutorials and or customer support?
  • SAP CRM offers Email Support, Phone Support, Live Chat, Training, Tickets, Videos, Help Documentation, and Tutorials.

  • What are some applications this service is commonly used in tandem with?
  • It is mainly used in tandem with marketing automation software, and purchasing and procurement solution.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • What is this service generally used for?
  • SAP CRM provides marketing solutions for big data analytics, segmentation, multichannel campaigns, loyalty, and resource management.

  • What platforms does this service support?
  • SAP CRM supports web-based applications, Windows, and Mac.

  • Who are the main user groups of this service?
  • The main user groups of SAP CRM are enterprises of all sizes.

  • Does this service integrate with any other apps?
  • Yes, it integrates with:

    Mule ESB, Anypoint Platform, Marketo, eBuyer Assist Procurement, SAP ERP, Sofon Guided Selling, and more.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:

Vendor Information

Founded:
-
Based in:
Walldorf
Employees:
10001+
Likes:
Followers:
7.44k

Other

Who uses BankSight
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses SAP CRM
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Languages:
English, German, Chinese, Hindi, Japanese, Spanish, French, Russian, Italian, Dutch, Portuguese
Regional Restrictions:
No restrictions.

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