One of the keys to beating big banks is the ability to provide customers with the mix of virtual and personal service options that consumers demand. In the cloud age, larger financial institutions are no longer the only ones with access to the resources to provide an experience that gives both the personal touch and convenience. The key is the ability to make the best use of customer data. Now there’s a way to access that data across legacy core systems, data warehouses, customer information systems and other formerly disparate sources.

The new e-book from BankSight, The Strategic Value of Banking Data: 4 Keys to a Closer, More Profitable Relationship with Every Customer, shows how regional and smaller banks can tap into a trove of critical insights. The e-book describes how to move forward from the typical banking customer experience to a more proactive, service-oriented relationship. It outlines the four basic elements of holistic banking engagement to acquire, onboard, and retain more customers. These methodologies can more than triple the ratio of time spent serving customers compared with time spent with data. Readers will walk away with BankSight’s strategies to create the right service mix for every customer using familiar and easily-deployed tools that work within the Microsoft ecosystem.