Customer Engagement

Take out your customers

Instantly and fully automated. From online self-service appointment scheduling and AI-powered video consulting sessions to legally compliant, qualified digital signatures, BSI helps you create efficient processes and first-class customer experiences. And a future with customers who will be delighted over the long term. 

Creating first-class customer experiences

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Have AI do the work for you

Transcribe your personal interactive video consultation session, summarize it, and do sentiment analyses – all without lifting a finger. In addition to this, you will see the content of the entire conversation in real time in your customer’s 360° view – easily and efficiently. 

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You are where your customer is (that’s the omnichannel way)

And where the deal is closed. With BSI, you can easily sign contracts that are legally compliant – right during your consultation. And if you have to sign more than a few documents on a regular basis, you will absolutely love the batch signature function. Because it will save you a lot of time. And time is money.

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Anyone can do digital signatures and video sales consulting

But BSI can do so much more. Take your customer along on her individual journey. Let her book appointments online in a fully automated manner, sign legally compliant contracts, and form a personal bond with you. And the best part: Everything you do is available in real time – anywhere.

Book your personal BSI demo now and turn every customer interaction into an unforgettable experience. 

Assess BSI

Cultivating your customer relationships

01

You are very close to your customers because you conduct video consultations and share and edit documents securely and without the need to install software on everyone’s devices.

02

You get to your destination faster because your customers can sign documents electronically in a legally compliant manner during their online consultation with you.

03

You have it easy because our AI agents trigger processes such as black box processing and archiving and manage them fully automatically.

04

You make things easy for your customers because they can set up online appointments through self-service, fill out forms, and receive automatically generated documents.

05

You are in the best legal position because the electronic signature is 100% eIDAS*  (AES/QES)* compliant and conforms to relevant regulations such as BGB*, GDPR, and BDSG*.

06

You can comprehend everything because BSI stores consultation logs, snapshots, and summaries right in the 360° customer view.

07

Your data is truly top secret because BSI Engage does not use any CPaaS modules whose providers are subject to the U.S. CLOUD Act.

08

You act in your customers’ best interest because BSI does not record any communication channels until all participants have given their explicit consent, in accordance with MiFID II*. 

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*elDAS = electronic IDentification, Authentication and Trust Services

*AES/QES = Advanced & Qualified Electronic Signature 

*BGB = German Civil Code (Bürgerliches Gesetzbuch) 

*BDSG = Swiss Federal Data Protection Law (Schweizer Bundesgesetz über den Datenschutz) 

*MiFID = EU financial market regulation (Finanzmarktrichtlinie) 


Boost your customer value with the most successful CRM/CX platform in your industry

Use concentrated AI power, delightful customer journeys, and exciting insights, shaping long-term customer relationships with the BSI Customer Suite from day one.

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Product Ai

Intelligence

Artificial Intelligence

BSI has already reached a place other solutions are still advancing toward. With more than 70 AI models available, we provide maximum flexibility, and agents that implement your strategies autonomously.

Product Insight

Intelligence

Customer Data & Insights

Your customer data is very valuable. But only if you understand what it can tell you. Create meaningful analyses and use the results right away for successful customer engagements. In real time.

Product CX

Processes

Customer Experience

Serve multiple customers at the same time, and yet, serve them so individually, as if there were a thousand of you. AI-powered BSI strategies optimize your customer interactions across all channels – and around the clock.

Product CRM

Processes

Customer Relationship Management

This is how you easily gain your customers’ loyalty: Create long-term successful relationships, connect sales, marketing, and service, and make more time for what really matters: your customers.

Product ENGAGE

Processes

Customer Engagement

You are where your customers are. Create personal experiences with online appointment scheduling, AI-powered video consulting, and digital signatures. Convenient, dependable, and legally compliant.

Product EIP

Data

Enterprise Integration Platform

Pave the way for your data because interfaces have never been this easy. Scale it to the enterprise level and play it safe when testing – all in low code.

Product CDP

Data

Customer Data Platform

Your BSI CRM/CX platform is the single source of truth when it comes to customer data. Break down data silos and optimize your business processes. GDPR-compliant and secure.

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Talk with us

We would be happy to assist you at any time.