Case Study: Capital Bank achieves cross-sell insights and revenue opportunities with BankSight

BankSight Single View of the Customer Generates Sales Insights and Revenue Opportunities For Capital Bank

Capital Bank, a $10B asset bank with 192 branches across the Southeast, wanted to improve cross-sell performance and deepen client relationships for its branch and small business bankers. To do that, it partnered with BankSight and launched a proof of value using BankSight’s Single View Best Practice to unify customer banking data and surface actionable insights.

BankSight delivered a single view of the customer in under three months, combining data from Capital Bank’s data warehouse and core banking systems to show account profiles, household relationships, and product holdings. Using machine learning and event triggers, BankSight generated sales recommendations and closed-loop reporting with audit trails, helping Capital Bank quickly identify new sales opportunities across deposit and lending products and giving bankers a faster, more effective way to act on customer insights.

Capital Bank

Zahid Afzal

Chief Technology and Operations Executive