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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

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

    James Phillips
    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.

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

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