Client Onboarding Know your customer – with CRM

Smooth onboarding is ensured with BSI – for your customers and staff alike. Profit from a powerful 360° customer view and the ability to depict and automate your individual onboarding process from A to Z. And it goes without saying, with a customer advisor-oriented view, customer history and time machine, combined with omnichannel capability.


Process How to get a customer on board

Whether on site in the store or through self-service – with BSI you guide your staff and customers through the process step by step. Processes can be mapped across various organizational units with BSI. This guarantees smooth onboarding: from conducting all the necessary checks, through product selection and on to contract generation and signing.

Configurable Reaching the goal step by step

The route to the point where a customer is set up in the CRM system can differ from bank to bank. A customer advisor may perhaps guide the customer through the process or the customer may navigate through it himself using self-service: what matters is that all checkpoints are passed through and that the procedure is as pleasant for the customer as possible.

Omnichannel Analog or digital? Both!

Customers are channel hoppers. They are on the go both online and offline, jumping from touchpoint to touchpoint. What counts is convenience and a seamless process. That’s why BSI supports both digital client onboarding and contract signing on site at the store. Omnichannel is the future!

360° Customer View A picture of the customer

Give your customer advisors a 360° view of your customers – at any time, in every department and at every touchpoint. They will then know at all times: Where is the customer within the client onboarding process? What products does the customer want? Have they passed all the checks?

Customer History Transparent and traceable

The complete customer history and time machine in BSI provide maximum transparency. All customer communications are recorded, meeting protocols filed and customer e-mails archived. This gives you maximum transparency and traceability – for maximum customer service.

One solution, many advantages

Client onboarding with BSI convinces with strong arguments, including:

  • A companywide 360° view with a sophisticated granting concept
  • Great configurability for the depiction of your banking processes, including client onboarding: uncomplicated, efficient and reliable
  • Full integration of BSI in the core banking system: your customers are placed there automatically
  • Privacy by design: strong data protection functionalities
  • Process for setting up risk profiling in compliance with MiFID II
  • Guided processes for scoring and segmentation

Related Capabilities


BSI knows your business

Whether sales, marketing, service or customer insights: 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.

Need to talk?

BSI provides answers.

René Konrad, Creator of Customer Delight

+41 58 255 96 72

BSI Customer Suite

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