G2

JA

Joseph A.

Account Relationship Manager

Enterprise (> 1000 emp.)

7/27/2022

"Effectiveness and Usefulness of Intelligent Banking CRM"

5/5

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

Ability to grasp customer/client information on the spot Review collected by and hosted on G2.com.

What do you dislike about BankSight - Intelligent Banking CRM?

technical and financial control is limited and makes it rely on another banking application Review collected by and hosted on G2.com.

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 Review collected by and hosted on G2.com.