The First Intelligent Banking CRM

Banking the way it’s meant to be.
Personalized. Proactive. Secure.
Meet BankSight CRM.

AI-Driven
Customer Insights

Engage your customers when it matters most to improve their financial lives

Facilitate
Leads & Referrals

Easily capture leads and referrals across your many lines of business

Perfect the Account Opening Experience

Accelerate deposit and loan account opening and approval workflow

One and Done Reporting

Consolidate and simplify enterprise pipeline, referral and SLA reporting

WATCH OUR DEMO

"BankSight will be one of our most important ISV partners in the financial services domain."

James Phillips Corporate Vice President, Microsoft Business Applications

BUILT MICROSOFT TOUGH

BankSight is built on Microsoft Dynamics 365 and Microsoft Azure and regularly meets security certifications including SOC 2 Type II and ISO with distributed in-country data centers and fault tolerance.