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.

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0.0/10 (Expert Score) ★★★★★
Product is rated as #25 in category Financial Services CRM Software
Ease of use
Support
Ease of Setup

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.

BankSight – Intelligent Banking CRM
BankSight – Intelligent Banking CRM

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Customer Reviews

BankSight – Intelligent Banking CRM Reviews

Albert S.

Advanced user of BankSight – Intelligent Banking CRM
★★★★★
A Great Software for Personal Bankers

What do you like best?

The Events and Recommendations list shows exactly the things some bankers may forget about.

What do you dislike?

The inability to mass delete customers.

Recommendations to others considering the product:

Invest in it. The ease of access to your customers profiles helps to continuously improve your relationships.

What problems are you solving with the product? What benefits have you realized?

Bankers have a clear and precise profile of their customers while using this software. It was a godsend for the credit union I worked for, to invest in this software. Much more simple than our old Database based program.

Review source: G2.com

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