Release 23/1

For any company, customers are an essential factor determining success or failure. In today's digital age, more than ever before, companies must meet their customers where they are. Doing so requires a digital solution that allows you to actively design your customer processes and support them with intelligence and data, including from external systems. The new Release 23/1 of the BSI Customer Suite reflects these customer requirements: The CRM system is a top-notch, industry-specific solution that is integrated, tailored to your company’s DNA and always up to date, thanks to its connection to the cloud.


Discover the highlights

With the BSI Customer Suite, hyper-personalization, Artificial Intelligence, marketing automation and multi-experience become the tools of your day-to-day work with customers.

Discover the highlights:

Configuration, low-code and contributions: Customizations are easy to implement with configurations and are ready to release
Deeper integration of BSI Snapview and BSI inSign
Fuzzy logic expands BSI AI to include the mapping of linguistic variables
Enhanced process management through Flowdesigner in BSI CRM
Create your own steps for BSI CX
Enhanced adaptability of the data model in BSI CDP
New interactive charts for data visualization in BSI Insight
BSI Engage is the customer engagement platform: It is optimized to suit your processes and ready to use without additional software. Video selling (BSI Snapview) and electronic signature (BSI inSign) are integrated into the BSI Customer Suite but can also be used separately as st
BSI Engage Highlights 23/1
GDPR-compliant order data processing
BAFIN-compliant (VAIT*, BAIT*)
MiFID II* compliant by recording all communication channels only after the explicit consent of all participants
Electronic signatures in accordance with eIDAS* (AES/QES*)
Seamless integration into the existing system landscape
Rapid customization of functions and design
Includes authenticating evidence with biometric signature data, audit logs or qualified certificates
Default integration into the BSI Customer Suite but can also be used as a stand-alone product
Find, win over and get to know your customers. Thanks to its trigger-based approach, BSI CX lets you respond to relevant (life) events in real time and set up personalized customer journeys.
BSI CX Highlights 23/1
The new “Participate” feature facilitates your customers’ straightforward participation in centrally defined BSI CX Stories
Step library: Configure and use custom steps – no programming required
Enhanced performance with complex CX stories
More intuitive story archiving
With bsi.crm, you have more time for true customer proximity thanks to automated routine tasks and countless integrated aids that make your work in customer communication easier.
BSI CRM Highlights 23/1
Deeper integration of BSI Snapview and Microsoft Teams
Enhanced process control
Extensive options for configuring menus, entity dossiers and application texts to meet your unique needs
Improved user ergonomics resulting from object categorization and an updated calendar view
Enhanced ergonomics: intuitive process management with Flowdesigner
Discover structures and contexts to make better decisions based on data. BSI Insight provides detailed analytics and effective visualizations.
BSI Insight Highlights 23/1
Countless new charts: number, scatter, note, polar and stack (interactive chart)
Data partitioning: Users only see the data for which they have permission
Ability to add your own charts as contributions
Samples from selected chart elements can be identified
Get the maximum added value from your data. With BSI AI, you gain powerful machine learning workflows for customer clustering and marketing automation.
BSI AI Highlights 23/1
Python cortex opens application fields and facilitates the integration of the latest AI developments with ease
Fuzzy logic maps linguistic variables not attainable with purely numerical values
Anonymization cortex facilitates the anonymization and/or pseudonymization of free-form texts
Reference large data models with Model Zoo and save storage space
With BSI CDP, gain a holistic view of your customers, dismantle data silos and ensure your data’s quality and GDPR-compliant protection.
BSI CDP Highlights 23/1
Enhanced adaptability of the data model
Configuration of new composite attributes/relationships
Derived elements facilitate the instant availability of frequently occurring constellations
With BSI EIP, you have multiple interfaces and standard connectors to access your entire ecosystem and configure, monitor and evaluate your data traffic.
BSI EIP Highlights 23/1
Prebuilt processors facilitate the use of low-code or TypeScript
New comprehensive options for displaying and creating logging information
Debugging support promotes more rapid error identification and more efficient interface testing
Accommodates the import and export of interfaces, including script-based interfaces
New TypeScript processor: Type compatibility in TypeScript facilitates code completion, enhanced dependency management and testing

Next Best Action: BSI.

The next best action: Network your goals with BSI.

Zeno Hug, Creator of Customer Delight

+41 58 255 99 59


Additional information*

  • BAFIN: Federal Financial Supervisory Authority [Bundesanstalt für Finanzdienstleistungsaufsicht]
  • VAIT: Insurance regulation-related IT requirements [Versicherungsaufsichtliche Anforderungen an die IT]
  • BAIT: Bank regulation-related IT requirements [Bankaufsichtliche Anforderungen an die IT]
  • MiFID II: Markets in Financial Instruments Directive [Richtlinie 2014/65/EU des Europäischen Parlaments und des Rates vom 15. Mai 2014 über Märkte für Finanzinstrumente sowie zur Änderung der Richtlinien 2002/92/EG und 2011/61/EU]
  • elDAS: Electronic Identification, Authentication and Trust Services
  • AES/QES: Advanced electronic signature/Qualified electronic signature

BSI Customer Suite

Provide a truly compelling customer experience with seven products – all in one solution.