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BankSight and Microsoft enable Judo Capital to deliver an innovative small business CRM & lending solution

Launch of Australia's first true challenger bank, purpose-built to become a trusted ally and partner to Australia's small and medium-sized businesses.

Judo’s mission is to put experienced and empowered relationship-focused lenders back in customers’ premises by putting the customer experience first. Judo ensures its’ lenders and credit risk managers and network of brokers can make credit decisions on the quality of the business, not just the quality of the security.

To do so, Judo looked to BankSight running on Microsoft Azure and Dynamics 365 to deliver both a CRM and LOS application, which puts the customer at the center of Judo’s lending process.

Alex Twigg, Co-Founder of Judo, added: “We were driven to find like-minded technology partners who wanted to go on the journey with us and make a difference. The BankSight team understood it from day one and the Microsoft platform worked well, which freed us up to focus all our efforts on creating a customer-centric business, rather than the ins and outs of integrating and securing data and technology.”


BankSight Doubles Down on Partnership with Microsoft Business Applications

BankSight is doubling-down with the Microsoft Business Applications platform to deliver a purpose-built CRM + Customer Lending Experience solution for retail and small business banking.

Platform components include Microsoft’s comprehensive Dynamics 365 CRM solution, Azure cloud services, and content from LinkedIn and Office 365.

BankSight combines Microsoft platform technology with an intuitive, consumer-grade user interface to give retail and small business bankers, wealth advisors, and their customers a modern digital application in which to collaborate.

BankSight + Microsoft changes the CRM value proposition with a 3X faster time to deploy, 2X higher user adoption, and a lower total cost of ownership. 250%+ ROI is delivered annually through increases in Net Promoter Score and higher Cross-Sell Ratios.


BankSight is Growing at 300+ Percent and Counting

4 months into 2018, BankSight is growing over 300% year-to-year and expects over 1,000% percent growth by end of year

BankSight is currently in deployment with 450 users at community bank and trust on the East Coast. The bank and trust CEO’s vision is for a single enterprise-wide sales pipeline with referral management and AI-driven customer insights across wealth, small business, retail, and insurance lines of business.

BankSight is also engaged in a retail banking, AI-driven CRM project with a high-growth retail bank also on the East Coast. The bank’s goal is to provide their consumer and small business bankers with predictive leads, client recommendations and sales coaching in order to improve the financial well-being of their customers.

Learn more about the benefits of intelligent cross-selling and cross-servicing in this article written by BankSight’s CEO Brian Stone and published in BAI Banking Strategies: