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Learn how BankSight’s Customer Experience Best Practice generates new revenue opportunities for Capital Bank by identifying next best conversations for their bankers and customers.

BankSight brings together Capital Bank’s customer data into a single view to accelerate cross-sell performance by generating customer insights and product offers.

The project went live in less than three months delivering:

  • A Single View of the Customer for branch bankers including financial account profiles and household relationships
  • Timely customer event triggers and cross-sell recommendations using machine learning
  • Closed-loop sales effectiveness reporting and sales coaching with full audit trails for compliance purposes