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BankSight Solutions for Consumer, Wealth and Business Banking

AI-Driven Next Best Conversations

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

Deliver the Perfect Lending Experience

Accelerate loan application capture, deal building and approval workflow

One and Done Reporting

Consolidate and simplify enterprise pipeline, referral and SLA reporting

Don’t Leave Your Bankers Behind

It’s a digital age. Your customers expect their bank to leverage the latest technologies to help them achieve their financial goals. Unfortunately, most credit unions and community banks struggle to keep up with the big banks IT resources. In some cases, front-line community bankers are still using tools from the 20th century. But you can change that.

Fact: Many bankers are still using spreadsheets as their primary sales and marketing “solution.”


Latest News

Customer and Partner Highlights

BankSight Benefits

Protect Valuable Customers 


Build Loyalty

Increase Cross-Sell


Referral Rates

Secure Cloud Deployment


Minimal IT Resource Needs