---
title: BankSight - Intelligent Banking CRM Reviews
meta_title: 'BankSight - Intelligent Banking CRM Reviews 2026: Details, Pricing, &
  Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how BankSight - Intelligent Banking CRM works for a business like yours.
aggregate_rating:
  rating_value: 5.0
  review_count: 2
  scale: '5'
date_modified: '2025-12-21'
parent_category:
  name: Financial Services
  url: https://www.g2.com/categories/financial-services
---

# BankSight - Intelligent Banking CRM Reviews
**Vendor:** BankSight  
**Category:** [Financial Services CRM Software](https://www.g2.com/categories/financial-services-crm)  
**Average Rating:** 5.0/5.0  
**Total Reviews:** 2
## About 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.




## BankSight - Intelligent Banking CRM Reviews
  ### 1. Effectiveness and Usefulness of Intelligent Banking CRM

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joseph A. | Account Relationship Manager, Enterprise (> 1000 emp.)

**Reviewed Date:** July 27, 2022

**What do you like best about BankSight - Intelligent Banking CRM?**

Ability to grasp customer/client information on the spot

**What do you dislike about BankSight - Intelligent Banking CRM?**

technical and financial control is limited and makes it rely on another banking application

**What problems is BankSight - Intelligent Banking CRM solving and how is that benefiting you?**

Relieve from storing data on paperwork or excel sheets and recalling this information during client interaction/account manager interaction

On-the-spot information dissemination 

Placing a call directly from CRM to a customer/client

Escalating complaints or requests from clients to the resolution unit

  ### 2. A Great Software for Personal Bankers

**Rating:** 4.0/5.0 stars

**Reviewed by:** Albert S. | Customer Service Agent, Mid-Market (51-1000 emp.)

**Reviewed Date:** June 21, 2018

**What do you like best about BankSight - Intelligent Banking CRM?**

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

**What do you dislike about BankSight - Intelligent Banking CRM?**

The inability to mass delete customers. 

**Recommendations to others considering BankSight - Intelligent Banking CRM:**

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

**What problems is BankSight - Intelligent Banking CRM solving and how is that benefiting you?**

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. 


## BankSight - Intelligent Banking CRM Discussions
  - [What is BankSight - Intelligent Banking CRM used for?](https://www.g2.com/discussions/what-is-banksight-intelligent-banking-crm-used-for)

- [View BankSight - Intelligent Banking CRM pricing details and edition comparison](https://www.g2.com/products/banksight-intelligent-banking-crm/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-22+15%3A28%3A19+-0500&secure%5Bsession_id%5D=25916f02-5a28-4e11-897a-41b8e32775fb&secure%5Btoken%5D=03f818ff14ad510be33f86c12ed79e70efa2c78d823eafae5dc2aa0c8678118a&format=llm_user)

## BankSight - Intelligent Banking CRM Features
**Content**
- Automation

**Platform Additional Functionality**
- Pre-Built Connectors
- Dashboard
- Cloud
- Mobility
- Messaging

**Platform Reporting and Analytics**
- Reporting
- Forecasting

**Customer Support**
- Case Management
- Customer Support Portal
- Knowledge Base
- Support Analytics

**Marketing Automation**
- Campaign Management
- Lead Management
- Marketing Analytics

**Sales Force Automation**
- Pipeline Management
- Task Management
- Product and Price List Management
- Quote and Order Management
- Contract Management

**Agentic AI - Financial Services CRM**
- Decision Making

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