Compare BankSight vs Nimble vs Vtiger

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BankSight

 0 ratings CRM

Nimble

 33 ratings CRM

Vtiger

 18 ratings CRM
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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 Nimble

Nimble provides a smart and easy way to track, engage and nurture contacts as well as source new leads. It is easy to set-up and start using right away.

This service's strength is its social media integration. Nimble brings together all your salespeople’s social media accounts in one platform, to help them mine those networks for new customers and keep them on top of their contact’s social media activities.

Nimble organizes all email and social media contacts in one place, giving its users a 360 degree view of all of their connections. Then they can use this information to make recommendations on who to mark as important contacts and encourage to follow-up at specific times.

About Vtiger

Benefits of a Vtiger CRM System:

  • Increase revenue through better deal nurturing and follow-ups
  • Improve customer relations
  • Accelerate Sales Cycles
  • Better internal communication & collaboration
  • Boost Sales and Support team productivity
  • Enforce best practices through process templates
  • Automate repetitive tasks
  • Get better insights on customers
  • Increase customer retention
  • Lessen risks to deals

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

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

  • Social Media Integration: It combines all user's social media accounts into a unified contact book & inbox.

  • Email: Users can have multiple different email accounts synced with Nimble and can view them all at once or each account separately. Sending emails from any of those accounts is as easy as selecting from a drop down.

  • Tags: Contacts can be based on categories such as ‘influencer’, ‘prospect’, ‘previous client’, ‘job title’, ‘industry’, ‘keep an eye on’, ‘synergy partner’ or whatever new list user wants to create.

  • History: All emails and social engagement are saved in Nimble contact records.

  • Notes: Nimble allows its users to take notes inside a contact and time stamps it with date and time.

  • Deals: Users can manage active deals and view won and lost deals. Inside each deal there is a view to related notes and gain intelligence on each contact that may be involved in that particular deal.

Summary

    No key features associated with this application.

Pricing

  • Credit card required: No
  • $15/month/user, with 14-day free trial.

Pricing

Sales Starter

$10.00
1 user(s) / month
Included in plan:
  • Contacts & Organizations
  • Pipeline Management
  • Smart Webforms
  • Document 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.

FAQs

    Who are the main user groups of this service?
  • Main users of Nimble are small and medium-sized businesses.

  • What is this service generally used for?
  • It is generally used for Customer Relationship Management.

  • What platforms does this service support?
  • Supported platforms: Linux, Mac, Windows, iOS & Android.

  • What are some applications this service is commonly used in tandem with?
  • Nimble is most commonly used together with: ActiveCampaign, Talkdesk, Freshdesk.

  • Does this service integrate with any other apps?
  • It integrates with: Quotroller, Desk, Freshdesk, Xero, Zoho CRM, PieSync, MailChimp, HubSpot, HootSuite, Wufoo, ActiveCampaign, Constant Contact, FreshBooks, Talkdesk , PandaDoc, Google Contacts, Zendesk, RightSignature, Highrise CRM, SocialBro, Mad Mimi, INinbox, WebMerge, Zapier, Aweber, Evernote, Podio, ClickDesk, Harvest, HipChat, Magento , Shopify, SugarCRM, SalesLogix, Nutshell CRM, NetSuite, Batchbook.

  • Does this service offer an API?
  • The Nimble platform offers access to their stored data via APIs.

  • Does this service offer multi-user capability (e.g. teams)?
  • They offer multi user accounts.

  • Does this service offer guides, tutorials and or customer support?
  • Support provided: User forums, FAQs, support tickets, weekly demos, and solution partners.

FAQs

    No FAQs associated with this application.

Vendor Information

Founded:
-
Based in:
-
Employees:
-
Likes:
Followers:
22

Vendor Information

Founded:
2009
Based in:
Southport
Employees:
11-50
Likes:
Followers:

Vendor Information

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

Other

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

Other

Who uses Nimble
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other

Who uses Vtiger
  • Personal
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
  • Macintosh
Mobile Platforms:
  • iOS
  • Android
Languages:
English, Arabic, Czech, Bulgarian, German, French, Indonesian, Korean, Italian, Japanese, Polish, Portuguese, Romanian, Chinese, Vietnamese
Regional Restrictions:
No restrictions.
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