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BankSight announces it’s 6th Release:

The First Intelligent Banking CRM for community and regional banks, and credit unions. Here is what this means for your financial institution:

Intelligent – BankSight uses AI algorithms and models to suggest conversations that your customers likely want to have with their bank or credit union. We utilize the same AI to determine patterns of behavior for your customers. Our software-as-a-service brings attention to signals in your banking transaction data including large deposits or withdrawals, loan renewals and more that can indicate money in motion and an opportunity to engage your customers to better meet their financial needs.

CRM – We manage the basics of CRM, with a banking industry twist and a simple, stunning user interface.  Leads, Referrals, Single Customer View, a robust security model to control access to data even down to the field level, and much more.  This means software that speaks your bankers’ language, with key functions you need and want and removes those you don’t. BankSight provides a powerful intuitive solution that bankers love and your customers appreciate.

Built for Banks and Credit Unions – BankSight solves challenges and meets goals for retail and business banking, and wealth advisory services only. That means a focus on the issues that matter to you, not to other industries. This results in faster deployment times, a reduced cost of ownership and a quicker ROI for your institution.

Integrations to core processors?  We’ve got em’! Industry-specific banking data model that understands the difference between a Customer, an Account (Business Customer) and a Financial Account?  Yes, we’ve got that, too! Integrated reporting and pipeline management designed solely for banking executives? It’s included.

If you are interested in learning more about how The First Intelligent Banking CRM can help your FI deepen customer relationships and transform the way your bankers interact with your customers and members, contact us at