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The Customer Engagement & Insights 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

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
“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 Bank

“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


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.

Disclaimer: The GARTNER COOL VENDOR badge is a trademark and service mark of Gartner, Inc., and/or its affiliates, and is used herein with permission. All rights reserved. Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner’s Research & Advisory oganization and should not be construed as statements of fact. Gartner disclaims all warranties, express or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.

Source: Gartner Cool Vendor in AI Banking and Investment Services, Moutusi Sau, et al, 24 April 2019