Skip links



BankSight CRM Release 7 - Goal Management, Onboarding and Relationship Visualization

BankSight is proud to announce it’s 7th product release with the following new features:

Goal Management: Track and measure multiple types of banker / customer engagement.

Onboarding: Setup an automated cadence for your bankers to engage with new customers in 30/60/90 days (or similar) in an intelligent and helpful manner.

Relationship Graph: A simple, new, easy-to-use visualization graph for a client’s financial relationships, households and assets.

Admin Tools: O365 authorization to enable User Single Sign-On as well as new bulk data import and configuration migration tools to make life easier for your CRM Admins.

If you are interested in learning more about how BankSight can help your FI build valuable relationships and transform the way your bankers interact with your customers and members, send us a message using the link below.


BankSight Implemented Across 6 Lines of Business in 5 Months

A leading $5 billion asset community bank wanted an enterprise-wide CRM application to personalize customer interactions and grow relationships by sharing customer insights and sales pipeline information across lines of business. They looked to BankSight to go live quickly with high user adoption.

The project began in April 2018 and went live in late July. BankSight’s solution today for 450 users includes:

  • Single View of the Customer
  • Lead, Referral and Prospect Management
  • Consolidated Enterprise Pipeline, Referral and SLA Reporting

With the following going live later this year:

  • AI-Driven Customer Insights and Recommendations
  • 5 CRM Connectors to Core Banking and Lending Systems
One user said, "this is like using my iPhone, it's that easy". 

BankSight AI-Driven Insights Yield 40% Positive Response Rate

Using core banking data from a $7 billion asset bank based in the Northeast U.S., BankSight identified hundreds of opportunities for new deposit and wealth accounts.

As bankers proactively engaged these customers, approximately 40% of BankSight AI-driven recommendations turned into new appointments, expressions of interest, and new account opens totalling hundreds of thousands of dollars.

User quotes include:

“In under two weeks, I added 5 new CDs and bumped up customers from non-interest checking accounts to new, better products” - Branch Banker

“We have lots of IRA customers and this helped create referrals to our wealth team” - Branch Wealth Advisor

“Someone else is going proactively reach out to our customers if we don’t; this helps upgrade our customers to better products.” - Branch Banker 



BankSight Deepens Partnership with Microsoft

BankSight was recently approved and certified as a Microsoft Cloud Service Provider and an Embedded ISV for Microsoft Dynamics 365 as well as Microsoft Azure. See more details on BankSight’s partnership and solution in financial services with the Microsoft Business Applications Platform on Microsoft AppSource >>