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Finally. A Banking CRM that Bankers Love.

Fully Integrated with Core Banking and Loan Processing Systems.

A new, modern approach to CRM.
Designed to help build the most valuable relationships in banking.

Artificial Intelligence
to Boost Sales & Service

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

Enterprise-Wide
Leads & Referrals

Easily capture leads and referrals across your many lines of business

A Simplified
Onboarding Experience

Accelerate deposit and loan onboarding and approval workflow

API Enabled with
Pre-Built Integrations

Integrate seamlessly with core banking and loan processing systems

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 and runs seamlessly with Microsoft Business Applications, including Dynamics 365, PowerBI and LinkedIn. It also regularly meets security certifications including SOC 2 Type II and ISO.

“We’re fortunate to have found a like-minded partner in BankSight that is delivering capabilities that are critical to us achieving our mission of a simple yet flexible lending experience.”

Alex Twigg

Co-Founder, Judo Capital

“BankSight is one of our most important ISV partners in the financial services domain.”

James Phillips

Corporate Vice President, Microsoft Business Applications

“BankSight have created a standout banker-specific CRM solution to deepen relationships and trust between bankers and their clients.”

David Hodgson

Financial Services Practice Lead, Barhead

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