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Financial institutions often fail to deploy traditional CRMs successfully because they force bankers to spend valuable relationship-building time inputting data.

BankSight’s Intelligent Banking CRM flips this model on its head, turning data you already have into cross-selling recommendations, event-based alerts, household insights, and other valuable intelligence to make your bankers more efficient, proactive and effective in growing customer relationships.

Integration can “make or break” CRM deployments, impacting everything from project cost to go-live dates. BankSight runs on the Microsoft Dynamics 365 Common Data Service with pre-built connectors to Jack Henry, various data warehouses, Baker Hill, TransUnion, CoreLogic and other banking systems to accelerate deployments dramatically and minimize risk.

This allows BankSight to deliver integrated CRM 2-3X FASTER than horizontal CRM implementations.

Our modern, open microservices-based architecture also makes it easy for 3rd party systems to access BankSight’s household, lead, application-related and other data.