Name: BankSight
Price: 90 USD
Author: BankSight

Help Desk

Web and Video Conferencing

Customer Support

AI Code Generation

Development

Business Intelligence (BI)

Collaboration

Contract Analysis

Enterprise Content Management

Payment Facilitation

Visitor Management

Enterprise

Accounting

CTRM

Travel Management

Finance and Accounting

Applicant Tracking

Compensation Management

Corporate Learning Management

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Access Gateways

Application Server

Cloud Storage

Container Security

Data Center Backup

Data Preparation

Embedded Database

Enterprise Service Bus

Fraud Detection

Infrastructure-as-a-Service

Integration Platform as a Service (iPaaS)

LAN Switches

Message Oriented Middleware

Mobile Data Security

Mobile Identity

Monolithic Frame-based Disk Arrays

Network Performance Monitoring

Storage as a Service (STaaS)

Value-Added Resellers (VARs)

Virtualization Management

Website Hosting

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Customer Advocacy

Ecommerce Personalization

Email Marketing

Marketing Attribution

Marketing Automation

Mobile Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Task Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Sales Content Management

Sales Performance Management

Sales Training

Sales

Cloud Infrastructure Entitlement Management

Intrusion Detection

Virtualization Security

Security

Aviation

Fleet Management

Hospital Management

Intelligent Document Processing

Online Ordering

Online Voting

Practice Management

Veterinary

eDiscovery

Vertical-Specific

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Digital Banking IQ® is a customer-centric digital transformation platform provided by Bottomline Technologies. It aims to serve as a unified business payments platform for banks, allowing them to deepen and maintain relationships with their business customers. This solution is designed for financial institutions of various sizes, ranging from small and medium-sized businesses (SMBs) to large corporates with multi-bank relationships. Professionals in the banking and cash management industries, as well as commercial banking professionals, can benefit from the range of features offered by Digital Banking IQ®.

## Key Features

**Core Banking Integration**: According to the vendor, Digital Banking IQ® offers easy and flexible integration to core banking systems, enabling seamless connection and data exchange. This integration is intended to streamline and automate processes by leveraging existing infrastructure.

**Business Payments and Cash Lifecycle**: Digital Banking IQ® aims to simplify complex business technologies, facilitating faster and more seamless payments and cash management. The solution is designed to scale and handle account and transaction growth, sophisticated entitlements, and multiple workflows. Additionally, specialized reports cater to different business needs.

**Proactive Payment and Security**: Digital Banking IQ® incorporates integrated fraud monitoring, behavior analytics, and case management capabilities. The vendor claims that this enables real-time monitoring and detection of potential fraudulent activities. The solution also enhances security measures to protect against payment fraud and unauthorized transactions, providing proactive alerts and notifications to mitigate risks.

**Enhance Customer Loyalty**: According to the vendor, Digital Banking IQ® provides insights and analytics to benchmark platform utilization and management against peers. This is intended to help reduce fraud and manage risk, enabling businesses to enhance customer loyalty and build stronger relationships. The solution aims to deliver personalized experiences and tailored services to meet customer needs.

**Intelligent, secure B2B and B2C payment solutions**: Digital Banking IQ® offers a comprehensive set of payment solutions for both business-to-business (B2B) and business-to-consumer (B2C) transactions. The vendor claims that this empowers banks to compete in commercial banking and become intelligent business enablers, ensuring secure and efficient payment processing for businesses of all sizes.

**Unify your data and personalize every customer interaction**: The vendor states that Digital Banking IQ® embeds machine learning and advanced analytics across the financial institution, allowing for data unification and personalization of customer interactions. This is intended to transform data into a scalable competitive advantage, enhancing decision-making capabilities and customer satisfaction.

**Monetize low-value payments and streamline invoice-to-pay processes**: Digital Banking IQ® is designed to assist banks in monetizing low-value payments and automating the entire accounts payable (AP) process. The solution aims to maximize savings, security, and rebate potential for customers, streamlining and automating invoice-to-pay processes for businesses.

**Automate spreadsheets, develop cash visibility, and payments control**: According to the vendor, Digital Banking IQ® provides a simple solution to automate spreadsheets, develop timely cash visibility, and achieve greater payments control. The solution is intended to eliminate the complexity of implementing a treasury management system (TMS) while enhancing efficiency and accuracy in cash management and payments.

**Protect your institution and customers from fraud practices**: Digital Banking IQ® takes a fully integrated approach to risk and fraud management by combining existing market-leading solutions into a single-platform alternative. The vendor claims that this provides comprehensive protection against the latest fraud practices, safeguarding the institution and customers' financial assets.

Basic

Growth

Unlimited

Creatio

Redtail CRM is a cloud-based CRM soluton specifically  for financial advisors. Redtail is offered as a subscription service and, unlike most of the other CRM providers available, is priced per database, rather than per user, allowing up to 15 database users for one monthly subscription cost.

Starter

BankSight

CRMs provide a system of record for a company's contacts and communications with them. CRMs specific to the needs of financial advisors and their agencies provide the contact and task management features, as well as workflow automation, associated to general CRMs. But features unique to CRMs for financial agencies might include prospecting workflows, compliance-minded communication tools, customer onboarding workflows with finance specific assessments, financial document imaging and storage management, as well as integration with investment portfolio management tools.

Financial Services CRM

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

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BankSight

Overview

What is BankSight?