Banking Banking know-how distilled into software

With BSI, you can integrate all existing platforms to get an overall view of customer behavior at all touchpoints. BSI also excels in the complex requirements typical of banks, ensuring that your customer-facing employees can accompany and support your customers along the entire customer journey.

Banks wanting to stand out from their competitors in the industry need more than good products and favorable terms today, as the digital transformation is in full swing. Instead, they can differentiate themselves first and foremost through exemplary customer service. With BSI, contact centers more than meet all of today’s requirements.

With BSI, you can easily design, automate, analyze and enhance customer journeys. You can identify and integrate all touchpoints. It is easy to create content and deliver it, in an automated fashion, to your customers at the right time, allowing your employees to respond promptly to interactions. The result is a personalized dialogue.

Would you like to receive customer-specific tips to help with your sale and consultation and achieve higher closing quotas in cross- and upselling? BSI shows you next best actions in the 360° view, which might include information about a decreasing transaction volume or upcoming retirement – individualized for every customer. For customized offers and consultations that are more relevant.

BSI gives you everything you need to coordinate omnichannel interactions with your customers. Channels such as e-banking, mobile banking, research app, website, phone and branches all converge in BSI. Your advisors will benefit from different views of the same data and processes.

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.

VDSG, GDPR, and other data protection acts pose enormous data protection and security challenges for banks. With BSI, you get “Privacy by Design,” which includes well-thought-out GDPR functionalities such as double opt-in, the right to be forgotten and advertising blocks. BSI also includes robust security profiles.

Cloud applications offer many advantages: You will always have the latest software version and only pay for the number of users you have. BSI guarantees data storage and processing in Switzerland or Germany. We are ISAE3402-certified and, in addition to the BSI cloud, which is BaFin-, FINMA-, or/and FMA-compliant, we also offer a private cloud option.