The sales consulting experience with BSI Turn sales consulting into a personal experience

Do you want your customers to have the best possible sales consulting experience? Then your sales consultants should have the very best tool. BSI offers countless functions for the consulting experience: It automatically creates sales consulting documents based on the existing customer data. With the 360° view in BSI, your sales team has all your customers’ information readily available in real time and can maximize its use during the sales consulting session.


Proximity to your customers Surprise your customers

With technological advances and digitally savvy customers, it is becoming more and more difficult for companies to wow their customers with product innovations. Instead, customers value a personal approach and fast and straightforward customer service. With BSI, the customer experience becomes the central distinguishing feature. And your customers are happy to receive relevant offers.

Making the job easier The digitalized interactive sales consulting experience

Imagine the customer sitting across from you. Together, you go through the personalized presentation that was created in a fully automated manner. Not only does it consist of a standard presentation, but thanks to interactive slides, it also lets you make changes right during the conversation – without you having to leave the presentation mode. At the end, your customer receives a PDF with her personalized slide set. From setting up the customer appointment to the sales consulting experience and closing the sale – everything happens in BSI.

Lower your costs Attend to your customers instead of your presentations

With the intuitive content editor in BSI CX, everyone can create and edit their slides themselves – no programming knowledge necessary. Also, you no longer have to compile customer data from a wide range of sources – a frequently time-consuming and thus costly endeavor. All relevant customer information converges at the virtual consulting workstation and is automatically applied to the desired presentation. These factors lower your costs while also increasing the likelihood of a successful sale.

Innovative technology State-of-the-art software for high performance

Our customers determine what they need to make their daily sales consulting business easier and more efficient. Our team of developers use agile practices and continuously adapt to customer needs – to ensure that your software solution is always state-of-the-art and you can delight your customers over and over again.

Related Capabilities


BSI BRM is a modern platform for controlling your broker sales – out of the box and flexibly adaptable without development effort.

BSI knows your business

Whether sales, marketing or service: 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.

Next Best Action: BSI

The next best action: Network your goals with BSI.

Zeno Hug, Creator of Customer Delight

+41 58 255 99 59

BSI Customer Suite

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