BankSight

BankSight Intelligent Banking CRM


Who Uses This Software?

BankSight is purpose-built for customer representatives and bankers at community and regional banks, and credit unions.


Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • BankSight
  • banksight.com
  • Founded 2015
  • United States

About BankSight Intelligent Banking CRM

BankSight enables retail and business bankers to deliver meaningful experiences to their customers through timely, intelligent and actionable customer insights and a single view of the customer. The results are increased NPS scores, higher cross-sell and referral ratios that increase revenues, and more loyal, committed customers with less customer attrition. Bankers never miss opportunities to proactively engage with their customers.


BankSight Intelligent Banking CRM Features

  • Calendar/Reminder System
  • Document Storage
  • Email Marketing
  • Internal Chat Integration
  • Lead Scoring
  • Marketing Automation Integration
  • Mobile Access
  • Quotes/Proposals
  • Segmentation
  • Social Media Integration
  • Task Management
  • Territory Management
  • Account Alerts
  • Asset Management
  • Expense Tracking
  • Household Tracking
  • Influence Tracking
  • Lead Management
  • Marketing Management
  • Relationship Tracking
  • Team Assignments
  • Territory Management

BankSight Intelligent Banking CRM Reviews


No reviews, be the first!