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.

1. October 2018
The First Intelligent Banking CRM

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. © 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. © 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. © 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. © Copyright 2018 BankSight Systems
Improve the Banker and Customer Experience
!6
SINGLE VIEW OF THE CUSTOMER
NEW EXPERIENCEOLD EXPERIENCE

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. © 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. © 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. © 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. © Copyright 2018 BankSight Systems
Pre-built Sales Pipeline, Activity & Referral
Reporting
!11
Includes sales
leaderboards,
exception reports
and product
penetration

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. © 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. © 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. Visit banksight.com for additional info