The First Intelligent Banking CRM
Banking the way it’s meant to be.
Personalized. Proactive. Secure.
A New, Better Way to Grow
Deposit, Wealth and Lending Relationships
Arm Your Bankers with AI
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
Simplify the Account Opening Experience
Accelerate deposit and loan account opening and approval workflow
Manage Your Reporting, All In One Place
Consolidate and simplify enterprise pipeline, referral and SLA reporting
CUSTOMER BENEFITS
Speed Time to Value
End User Adoption
Single Installation Covering All Organizations
3x
Faster Deployment
2x
User Adoption
100%
Built for Banking
Customers & Partners
BUILT MICROSOFT SECURE
BankSight is built on Microsoft Azure, works seamlessly with Microsoft Business Applications, and regularly meets security certifications including SOC 2 Type II and ISO.
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"BankSight is one of our most important ISV partners in the financial services domain."
Corporate Vice President, Microsoft Business Applications
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