Banking Banking know-how captured in software

BSI helps banks digitize their customer relationships: It includes the 360° view, a link to your core banking system and flexible processes. BSI fully conforms to the banking industry’s regulatory requirements and will support you with your lead and customer journey management, ensuring that your customers have a convincing customer experience.

These banks and more than 40 others count on BSI
Degusa Bank Logo

360° view Powerful front-office solution

The 360° customer view and the customer experience are central to BSI. The solution reads all the data from your systems and displays it in 360° views and in real time across departments. It includes sales, marketing, and service functions in a single all-in-one CRM solution, ensuring that all customer-facing employees have continuous access to all critical customer information.


Yannick Kunz, CRM Project Manager, BLKB

BSI’s innovative products help us continue to enhance our business and the customer experience.

Boost for our customers


Increased efficiency

< 30%



Cost savings

Banking processes Client lifecycle management

With BSI, you accompany your customers throughout the entire client lifecycle: From the first contact to onboarding to payment. BSI provides managed processes in areas ranging from prospect management and advice on securities to appointments, master data changes and complaints. This approach ensures that your customers get the ultimate service – no matter where they are in the lifecycle.

Hanseatic Bank Logo

Daniel Schröder, Hanseatic Bank.

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

«One prerequisite for the successful implementation of AI projects in banking is to lower mental barriers. Allow your teams to experiment and create an innovation-friendly environment.»

- René Konrad, BSI Community Manager Banking

Improve the customer experience with AI

BSI’s Artificial Intelligence helps automate processes and personalize customer journeys. It recognizes customer concerns in incoming e-mails, identifies the next best actions for the advisor to take, shows the best channel and time to contact the customer and facilitates churn and fraud detection.

Delight your customers with personalized journeys

How can you reach out to each customer with the right content on the right channel and at the right time? That is not a problem with BSI. Design hyperpersonalized customer journeys around the topics of NPS surveys, newsletters, social media campaigns, and much more. Improve the customer experience with trigger-based campaigns.

Benefit from data insights

Are you looking for real-time KPIs, Google Analytics integration, ad-hoc analyses? BSI will give you powerful analytics, clear reporting dashboards and the opportunity to make data-driven decisions.

As a result, you use your customer intelligence and can measure and continuously enhance your campaigns’ success.

Study “Customer Touchpoints in Banking” study

Download our current study at no charge and learn more about customer focus and the state of digitization at Swiss banks.

Michael Horf, member of the board, Degussa Bank

BSI CRM gives us the communication options and workflows we need to provide comprehensive customer support.

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.

Additional information

  • VDSG: Swiss Data Protection Act [Verordnung zum Bundesgesetz über den Datenschutz]
  • BaFin: German Federal Financial Supervisory Authority [Bundesanstalt für Finanzdienstleistungsaufsicht]
  • FINMA: Swiss Financial Market Supervisory Authority [Eidgenössische Finanzmarktaufsicht]
  • FMA: Financial Market Authority Austria [Finanzmarktaufsichtsbehörde]