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The Customer Engagement & Growth Platform for Banks and Credit Unions

Unlock customer and sales insights with the power of machine learning

A new, modern approach to digital customer engagement.
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

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


Speed Time to Value
End User Adoption
Single Installation Covering All Organizations
Faster Deployment
User Adoption
Built for Banking

Customers & Partners


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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