Provide actionable recommendations and timely alerts for your bankers to proactively engage with their customers around milestone events, major transactions, new opportunities and more. We continuously improve our customer insights through banking specific machine learning.
Pre-built reports, analytics and complete audit trails track your bankers’ performance and sales compliance.
Allow your front line relationship managers and service personnel to easily capture and assign referrals in order to maximize conversion of recommendations and cross-sell offers.
BankSight’s banking-specific state machine, referral pipeline reporting, and alerts keep all stakeholders up-to-date on referral status and ensure sales management has visibility into referral and cross-sell rates.
Securely connect information from your core banking, origination, and account servicing systems with third party data sources to present your bankers with a customer’s up-to-date financial picture.
Graphical displays of current and historical account holdings, and real-time access to changing balances, rates, and terms allow relationship bankers to be more informed and to provide expert financial advice to their customers.