First-Class Banking Advice


BSI Elements for Banking offers a comprehensive range of configuration packages that turn the BSI Customer Suite into a digital banker’s workplace in no time, with safety, convenience, and speed being paramount. 

 

From lead management and customer data updates to authentication by voice biometrics or AI-supported clustering: With intelligent automation and the smart use of AI, BSI Banking not only meets the high demands of bank customers. It also delights your bank advisers, whose workplace becomes a perfectly equipped financial cockpit. 

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Challenge

What are the current challenges?

Due to the increasing use of automation and AI, bank customers’ expectations of their bank’s consultation services are also rising. At the same time, banks have a genuine problem attracting junior employees, because today’s bank adviser’s workplace has not only become more complex in industry-specific and technical terms, but it also demands maximum precision and speed every day. 

 

From both the customer and adviser perspectives, digital banking therefore requires solutions that can process and map bank-specific expertise and solutions, that, at the same time, offer interaction opportunities for customers and advisers, where security is combined with convenience and simplicity. 

Solution

The solution? BSI Elements

Safe, convenient, fast, and fully functional: BSI Elements for Banking lays the foundation for the straightforward use of the BSI Customer Suite in banking. In addition, BSI Elements provides a variety of innovative solutions in the bank adviser’s day-to-day business, which not only satisfy your bank customers but even delight them in the long term. 

Lead Management

A valuable extension for banking, which uses AI to develop priorities for upcoming banking transactions and “next best actions” for promising cross-selling. 

Customer data update

With this Element, your customer data is updated periodically and reliably per the provisions of your local anti-money laundering laws. 

Customer segmenting

Another AI Element for the clustering of customer data records, which includes, among other things, a churn detection brain for banking. 

Customer authentication

Using BSI CRM-integrated voice biometrics, this Element determines the identity of customers based on their voice and their answers to specific questions. 

Teaser Element

Use the Teaser Element to present “next best actions” to your customers as teasers, pop-ups, or advertising banners in mobile apps and e-banking solutions. 

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Advantages

Benefits for all

Security

This is the be-all and end-all when it comes to banking, especially in today’s digital environment, where, for example, customer authentication and data updating provide increased protection. 

Convenience

Intelligent lead management, combined with customer segmentation with AI: This is how bank advisers start their customer business at a favorably convenient level. 

Speed

AI-determined “next best actions,” which are displayed as teasers in your customer’s mobile app: This means that your bank’s asset and investment tips reach your customers in record time. 

Intelligent, industry-specific expertise at the touch of a button

Discover BSI Elements

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