Name
Banking
Making customer proximity your bank’s most valuable asset
With BSI, you can digitize your customer relationships smartly and efficiently. A 360° customer view, the seamless integration of your core banking system, and flexible processes ensure increased agility and a compelling customer experience. Thanks to no code/low code and AI-powered automation, you will be able to implement innovations faster and meet regulatory requirements with ease. You can count on more customer proximity and a faster time to market.
Industry leaders who trust BSI Software
More than mere numbers: KPIs with impact
90%
First Contact Resolution (FCR) at PostFinance
>35%
Increased efficiency in customer service by enhancing automation at Hanseatic Bank
Only 6 months
Project duration at Mercedes-Benz Financial Services
Get ready for effortless efficiency
Service
Excellent customer service requires a customized 360° customer view and easing the burden of administrative tasks. The BSI Companion, your fully integrated AI assistant, summarizes customer inquiries or requests for you, analyzes internal data and documents, and prepares communications – without any prompts. As a result, humans and AI work hand in hand, save time, and make your customers happy.
Sales
With the BSI Customer Suite, you get a central, digital banking advisor workstation that unifies your customer data in a highly integrated manner. The maximum transparency and AI-powered assistance provided by our BSI Companion support your customer-facing employees. Video consulting, electronic signatures, and smart processes make selling faster and more successful.
Marketing
With the BSI Customer Suite, you get a central, digital banking advisor workstation that unifies your customer data in a highly integrated manner. The maximum transparency and AI-powered assistance provided by our BSI Companion support your customer-facing employees. Video consulting, electronic signatures, and smart processes make selling faster and more successful.
“Thanks to the seamless integration of our core banking system, BSI guarantees BLKB’s banking advisors a user-friendly front office workplace and facilitates individual and customer-oriented consultation.”
How you can shape your bank’s future
Core topic
Efficient lead management
Transparent and smart for your customer lifecycle management: Optimize your bank’s sales management efficiently with our lead management, which centrally captures, analyzes, intelligently pre-qualifies, and automatically assigns incoming leads.
Study
Digital banking advisor workstation
At the banking advisor’s workplace of the future, all of your bank’s essential customer data is unified, making it easy to access and eliminating duplicates and follow-up entries. At the same time, consistent processes support your banking advisors.
BSI Elements
Solutions essential to banks
With BSI Elements, you will optimize your customer lifecycle management with banking-specific use cases, processes, and configurations – by instant download. Benefit from our expertise and turn your BSI Customer Suite into a customized business solution in no time.
Study
Banking touchpoints
The “Touchpoints Reloaded” study is the result of our collaboration with the Institute for Financial Services (IFZ) and msg for banking AG. We surveyed about 1,600 bank customers in the DACH region about their habits and touchpoints with retail banks. The study provides comprehensive, scientifically backed insights and recommendations.
“The BSI Customer Suite has impressed us with its comprehensive reporting, the opportunity to easily manage multi-level campaigns, and the almost unlimited options for activating new and existing customers.”
Don't ask us. Ask our customers.
A multi-channel mission
With BSI, PostFinance has implemented a multi-channel CRM to support its business and retail customers and has attained higher first contact resolution (FCR) rates with the BSI Contact Center.
Customer care at the highest level
Bank Gutmann uses BSI CRM as part of a future-oriented digitization program. The bank benefits especially from 360° customer views for customer consulting, improved processes, and tailored service experiences.
Contact and Service Center
The BSI Customer Suite will handle the contact and service center's processes of the Graubündner Kantonalbank (GKB) as a “Software as a Service” (SaaS) solution, and in so doing help GKB further improve its efficiency and service quality.
Smart credit tracking
As a result of implementing the BSI Customer Suite, Hanseatic Bank can now resolve customer inquiries faster and more efficiently. Additionally the bank can now engage with its customers on the right channel, at the right time and with the right message.
Triggers and personalization
BSI supports eight state banks and numerous companies of the Raiffeisen Banking Group on the path from triggers to personalization.
Personalized Marketing
Migros Bank counts on the BSI Customer Suite to bring its marketing and sales closer together and develop and execute its future marketing campaigns efficiently. In addition, the Bank plans to replace its proprietary customer relationship management (CRM) system with BSI’s CRM system to give its customer reps a more user-friendly solution to work with.
Individual service
BLKB, the bank of the canton of Basel-Landschaft, uses BSI as a front work place with a 360° view and for automated customer and lead management.
CRM from the cloud
VZ, the VermögensZentrum, uses FINMA-conforming CRM and marketing automation from BSI from the cloud, which it rolled out in an agile process.
Kundendialogcenter
Urner Kantonalbank (UKB) has selected the integrative software solution from BSI for its customer relationship management.
Customer management at its best
With BSI Banking, WIR Bank uses the industry solutions of BSI CRM. These cover all areas of new customer acquisition, support for the entire customer base, and marketing.
Omnichannel Banking
Degussa Bank launched its customer contact management into the omnichannel era with BSI. All digital and analogue channels flow together into the CRM solution with a 360° view.
Let’s talk
I would be happy to assist you at any time.
René Konrad
Community Manager Banking
+41 58 255 96 72