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BankSight Intelligent Banking CRM

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BankSight is the First Intelligent Banking CRM 100% built for banks and credit unions. BankSight consolidates and analyzes the data financial institutions already have to help bankers and wealth managers understand the full scope of complex customer and household relationships and delivers timely, personalized AI-driven recommendations to grow them.

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BankSight Intelligent Banking CRM

  1. 1. October 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 Customer Insights for Intelligent Sales, Marketing and Service !8 Relevant offers and trigger events to deepen household
 and business banking relationships with customers and prospects
  9. 9. © Copyright 2018 BankSight Systems Intelligent Insights from Machine Learning !9 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
  10. 10. © Copyright 2018 BankSight Systems BANK
 FIREWALL MICROSOFT
 AZUREFIREWALL Secure Data Pipe !10 Data transfer via secure upload process using routine core data extracts CORE
 EXTRACT ENCRYPT &
 COMPRESS DECRYPT
 & UNZIP TRANSFORM
 & LOAD DATA SECURE FTP MONITOR EVENT TRIGGERS DERIVE SALES INSIGHTS RUNS ON Bank and/or
 Third Party Data
  11. 11. © Copyright 2018 BankSight Systems Pre-built Sales Pipeline, Activity & Referral Reporting !11 Includes sales leaderboards, exception reports and product penetration
  12. 12. © Copyright 2018 BankSight Systems The First Intelligent Banking CRM !12 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 Benefits !13 Increase Revenue and
 Deepen Customer Loyalty Accelerate Time to Market at Lower Cost Timely, relevant client insights
 that leverage a single view Continuous learning from
 machine intelligence improves the
 success rate of the sales insights Easily track your bankers cross-sell offers
 for sales improvement and compliance Extensive, easy-to-create sales reporting Purpose-built for banking
 avoids costly customizations Pre-built core banking connectors accelerate deployments Lower TCO as BankSight scales securely on Microsoft Azure & Dynamics 365 Minimal IT resources required as all software updates run in the background
  14. 14. © Copyright 2018 BankSight Systems Built Securely on Microsoft !14 Utilize Leading Microsoft Technologies “BankSight is 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
  15. 15. Visit banksight.com for additional info

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