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BankSight Intelligent Banking CRM

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BankSight is the first truly Intelligent Banking CRM 100% purpose built for banks and credit unions. It’s infused with machine learning technologies and is powered by the Microsoft Business Applications Platform, including Dynamics 365 and Azure with rich content from LinkedIn.

BankSight enables retail bankers, business bankers, and wealth advisors to improve their customers financial well-being through timely, intelligent and actionable customer insights and a single view of the customer.

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BankSight Intelligent Banking CRM

  1. 1. June 2018 The First Intelligent Banking CRM
  2. 2. © Copyright 2018 BankSight Systems Recent Customer Behavior Trends 2 Source: E&Y Consumer Banking Survey 2017 4 IN 10 Actively go elsewhere
 for financial advice3 IN 10 Say they are less dependent
 on their banks as their primary financial
 services provider PASSIVE
 BEHAVIOR ACTIVE
 BEHAVIOR
  3. 3. © Copyright 2018 BankSight Systems Why Are Customers Leaving? 3 Source: August 2017 Barlow Research Associates Flash Panel Understanding Gap Need for Insights Alternatives Available TRADITIONAL BANKS /
 NEW BANKS ONLINE RETAILERS PAYMENT PROVIDERS PEER-TO-PEER INTERMEDIARIES 90% 39% MY BANK
 SHOULD
 KNOW MY
 BUSINESS MY BANK
 DOES
 KNOW MY
 BUSINESS 84% WANT PROACTIVE INSIGHTS 86% SAY PROACTIVE INSIGHTS INCREASE CONFIDENCE
  4. 4. © Copyright 2018 BankSight Systems Protect and Expand Banking Relationships 4 Community Financial Institutions Mega Banks Community and Regional FIs Aggressive Marketing Tactics and Branding Massive Financial Resources Internal IT Resources Often Rival Leading Technology Companies Multiple Strategic Growth Options Long-standing Community Relationships Disproportionate Regulatory Burden Fewer IT Resources with Pressure
 to Emulate Large Competitors Need to Leverage Local Expertise
  5. 5. © Copyright 2018 BankSight Systems Don’t Leave Your Bankers Behind 5 Earn the love of your bankers and your customers with AI-driven CRM EXPEDITE RENEWALS & LENDING IDENTIFY UNDERSTAND &YOUR HIGHEST
 VALUE CUSTOMERS THEIR FINANCIAL NEEDS
 AND RELATIONSHIPS INCREASE CROSS-SELL GENERATE REFERRALS
  6. 6. © Copyright 2018 BankSight Systems Improve the Banker and Customer Experience 6 SINGLE VIEW OF THE CUSTOMER NEW EXPERIENCEOLD EXPERIENCE
  7. 7. © Copyright 2018 BankSight Systems Single View 7 CUSTOMER
 EXPERIENCE DEMOGRAPHICS RELATIONSHIPS COMMUNICATIONS ACTIVITIES INSIGHTS SERVICING FINANCIALS NEEDS HELD & HELD AWAY
 ACCOUNTS Take action on the most relevant and important events each day
  8. 8. © Copyright 2018 BankSight Systems Intelligent Banking CRM 8 Insights and recommendations intelligently curated for your bankers Events and Recommendations Complete Financial Profile
  9. 9. © Copyright 2018 BankSight Systems Intelligent Banking CRM 9 Easily capture customer leads, referrals, call reports, cases and tasks Lead and Referral Capture Call Report
  10. 10. © Copyright 2018 BankSight Systems Intelligent Insights from Machine Learning 11 Both predictive leads and rules-based events make your bankers proactive COLLECT
 RAW DATA ASSEMBLE
 DATASETS TRAIN AND
 RUN MODELS Customer Info File Core Data CONSUME
 INSIGHTS Single View Training Machine Learning Train Model LEARN FROM RESULTS Customer Feedback Referrals & Originations Relationship Managers
  11. 11. © Copyright 2018 BankSight Systems Pre-built Sales Pipeline, Activity & Referral Reporting 13 Includes sales leaderboards, exception reports and product penetration
  12. 12. © Copyright 2018 BankSight Systems The First Intelligent Banking CRM 14 TIME TO VALUE END USER ADOPTION 2X USER ADOPTION3X DEPLOYMENT SPEED SIGNIFICANTLY REDUCES 5 YEAR TCO LEADS TO HIGH PROJECT ROI
  13. 13. © Copyright 2018 BankSight Systems Built Securely on Microsoft 16 Utilize Leading Microsoft Technologies “BankSight will be one of our most important ISV partners in the financial services domain.” James Phillips, Corporate VP, Microsoft Business Applications Close Technology and Go-to-Market Partnership
  14. 14. 90 Day Proof of Value Program
  15. 15. © Copyright 2018 BankSight Systems 90 Days to Meaningful CRM Results 18 Tightly-Scoped BankSight deployment and integration... ...to deliver measurable business impact and user satisfaction Train and enable a small group of targeted retail or business banking users Utilize customer and financial account data from up to 3 systems (including an EDW) BankSight recommends and curates AI- generated predictive leads for cross-sell BankSight delivers a Single View with lead and referral management New Predictive Leads & Referrals Receive several hundred new highly-predictive leads for every 100k customers Create New Cross-Sell Opportunities Convert 40+% of new leads into actionable sales conversations (including new accounts, new appointments, referrals and follow-ups) Drive User Satisfaction Increase Net Promoter Score through proactive, meaningful engagement
  16. 16. © Copyright 2018 BankSight Systems Deployment and Evaluation Timeline 19 • Confirm POV scope and ownership • Confirm data sharing approach, share initial feeds • Review InfoSec procedures and policies • Notify end users, schedule training • Implement data sharing workflow • Train AI engines, produce initial recommendations • Configure BankSight application • Provision end users and share access instructions • Train end users • Deliver leads to end users • Engage target customers • Track lead disposition • Create and manage sales opportunities • Follow-up on training and best practices as needed • Report interim results weekly • Measure business impact • Survey end users • Document results, improvement opportunities, and lessons learned • Create reports Deploy (Week 2-8) Engage (Week 9-12) Evaluate (Week 13) Plan (Week 1) Results guaranteed or no cost to FI
  17. 17. Visit banksight.com for additional info and our introductory demo video

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