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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

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.

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

    James Phillips
    James Phillips Corporate Vice President, Microsoft Business Applications

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