Banksight

BankSight is an intelligent customer engagement platform purpose-built exclusively for banks and credit unions, running on the Microsoft Power Platform including Azure and PowerBI. The platform consolidates and analyzes data that financial institutions already have to help bankers and wealth managers understand the full scope of complex customer and household relationships, delivering AI-driven recommendations to grow them. BankSight identifies relationship gaps and time-sensitive events, recommends 'Next Best Conversations' for each customer, and manages resulting leads and referrals — dramatically increasing cross-sell and referral ratios and boosting customer satisfaction. Built on a banking-specific data model with pre-built connectors to core banking, LOS, and other financial systems, BankSight deploys in one-third the time and at a fraction of the cost of traditional cross-industry CRM solutions.