What is BankSight?

"With BankSight's Intelligent Banking CRM including a Commercial Lending Deal Builder Application bankers never miss opportunities to proactively engage with their customers."

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.

BankSight scored 54/100 in the CRM category. This is based on press buzz (24/100), recent user trends (falling), and other relevant information on BankSight gathered from around the web.

The score for this service has improved over the past month. What is this?

  • BankSight

BankSight Product Overview

  • Intelligent Banking CRM including a Commercial Lending Deal Builder Application

  • BankSight runs on Microsoft Azure and Dynamics 365

Languages: English
Software Buyer Guide 2018

CRM Software Buyer Guide 2018

Product recommendations, vendor rankings, market overview and tips on how to select CRM software for business. Published in December 2018.

This software category covers a wide range of applications aimed at making customer relationship management easier and more organized for businesses. CRM software typically features the ability to track customer interactions across multiple communication ch...


BankSight Features

  • 2-Factor Authentication
  • API
  • Batch Permissions & Access
  • Calendar Management
  • Contact Management
  • Contact Sharing
  • Customer Management
  • Dashboard
  • Data Export
  • Data Import
  • Data Visualization
  • Email Integration
  • External Integrations
  • File Sharing
  • File Transfer
  • Forecasting
  • Gantt Charts
  • Google Apps Integration
  • Inventory Tracking
  • Lead Management
  • Lead Scoring
  • Marketing Automation
  • Multi-Currency
  • Multi-User
  • Notifications
  • Project Management
  • Scheduling
  • Supplier Management
  • Task Scheduling/Tracking
  • Third-Party Plugins/Add-Ons
  • Call Tracking
  • Click-to-Dial
  • BitCoin
  • PayPal
  • Stripe

BankSight FAQs

Does BankSight offer an API?

BankSight offers over 1000+ APIs that can be leveraged for clients.

Who are the main user groups of BankSight?

BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.

Does BankSight 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 BankSight support?

BankSight runs on Microsoft Azure and Dynamics 365.

What are some applications BankSight 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 BankSight offer guides, tutorials and or customer support?

BankSight offers guides, tutorials, and 24/7 customer support.

What is BankSight generally used for?

BankSight including Dynamics 365 can be used to market, sell, and service to customers.

Page last modified:

BankSight User Reviews

No reviews yet. Rate this app or be the first to review!
Back to top