Banking Banking know-how cast in software

BSI helps banks with the digitization of their customer relationships, with a 360° view, connection to your core banking system and flexible processes included. BSI is perfectly matched to the regulatory requirements of the banking market and supports you with lead and omnichannel management.

These companies also trust in BSI
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360° view Powerful front workplace

The 360° view of customers and their experience are central to BSI. The solution reads all the data from your systems and displays it in real-time 360° views. It offers a wide range of functions for sales, marketing and service cast in a single CRM solution: from prospects to documents and master data management.

Across all Touchpoints Omnichannel management

Would you like to have customer-specific sales and support tips and higher conclusion rates for cross-selling and upselling? BSI shows you the next best actions in the 360° view, such as indications of falling transaction volumes or an upcoming retirement – individually for each customer. For tailored offers and consultation with greater relevance.

Banking Processes Client lifecycle management

BSI orchestrates your internal and external systems: document scanning, credit checks (CRIF, ZEK, Creditreform), KYC, rules and scores from the core banking system and document archiving. We provide completely digitized client onboarding. Your customer advisors are optimally supported with guided processes adhering to all regulatory rules and a 360° view of the order and status.

Interfaces Connecting the core banking system

Integration of your core banking system is easy with BSI. We have many years of experience with the connecting of core banking systems including Finnova, Avaloq and BANQPRO. Customer advisors have all data at a glance with the 360° view. They are not bound to the complex interface of the core banking system, but can intuitively navigate through configurable processes.

Regulatory & Compliance Privacy by design

VDSG, GDPR and other regulatory requirements present major challenges to banks in the areas of data protection and security. You get privacy by design with BSI. Well-conceived GDPR functionalities, such as double opt-in and ad blocking, put you on the safe side so you can concentrate on your core business without a care.

Michael Horf, Board Member at Degussa Bank

BSI CRM provides us with the communication options and workflows we need for comprehensive customer care.

Cloud? For sure

Have you already considered a cloud solution? Outsourcing processes to cloud applications offers many advantages. You can always use the latest version of the software and then only pay for as many users as you actually have. Data maintenance and processing in Switzerland or Germany are ensured in our cloud solutions. In addition to BSI Cloud, which is BaFin and Finma and BMA-compatible, we also offer private cloud and on-premises.

Boost for our customers


Enhanced efficiency


Cross-selling & upselling rate


Higher customer satisaction

Profit from data insights and AI

«Prerequisite for the successful implementations of AI projects in banking: lower mental barriers. Let your teams experiment and create an innovation-friendly climate.»

- René Konrad, BSI Community Manager Banking

BSI’s artificial intelligence helps with the automation of processes and the personalization of customer journeys. Our Brains recognize customer issues in incoming e-mails, determine the next best actions for the customer advisor, show the best channel and point in time for customer contact and enable churn and fraud detection. Ah hoc evaluations and clear reporting are, of course, no problem. This places all essential KPIs at your disposal, enabling you to measure the success of your campaigns and processes.

Hanseatic Bank Logo

Daniel Schröder, Hanseatic Bank

BSI brings in-depth industry know-how to the banking and call center sectors.

Next best action: BSI

The next best action: Network your goals with BSI.

René Konrad, Creator of Customer Delight

+41 (56) 484 16 72

BSI Customer Suite

Winning over customers' hearts is the most important, yet most difficult of all business tasks. And also the most pleasant – thanks to BSI.


Customer Experience

Find, win over, retain and understand customers with BSI. Design, execute and perfectly optimize customer journeys – individually, in real time, across all touchpoints and fully automatically.


Customer Relationship Management

CRM software that seamlessly supports you in marketing, sales and service. BSI gives you a 360° view of your customers – at any time, in every department, at every touchpoint.


Artificial Intelligence

Get the maximum out of your data with BSI and profit from highly-personalized communications with your customers – with the powerful machine learning workflows.


Customer Data Platform

You can entrust BSI with the most important thing your company has: your customer data. BSI’s customer data platform helps you achieve a holistic view of your leads and customers.

BSI knows your business

Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.


Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.


BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.


BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.


BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.