BSI Banking at Bank Gutmann

Product: BSI CRM | Industry: Banking

In the course of its forward-looking digitization program, Bank Gutmann is introducing BSI Banking, the CRM standard solution for banks, financial institutions and wealth managers. The objectives include a 360 ° customer view for customer consultations, improved processes and procedures, optimized data quality and customized service experiences.

Founded in 1922, the private Bank Gutmann is the market leader in Austria. Along with its sound expertise in managing major assets, Bank Gutmann also stands for the epitome of advisory expertise and a deep understanding of the needs of its customers. The private bank aims to sustainably and efficiently lead this expertise into the future with the introduction of BSI Banking.

“Banks differentiate themselves through their service, their recommendations and their corporate climate.”

Adi HengstschlägerMember of the Board of Management at Bank Gutmann AG

Adi Hengstschläger, Mitglied des Vorstandes der Bank Gutmann AG

Digitization program at Bank Gutmann

With digital interactions with customers and business partners, the program aims to optimize processes and procedures in customer communications and to open up new business opportunities through active marketing.

“A modern, future-capable and scalable architecture, along with technically skilled and committed experts, are fundamental requirements for investment decisions in IT today. We were convinced by BSI’s corporate climate, the values they hold and their financial strength.”

Adi HengstschlägerMember of the Board of Management at Bank Gutmann AG

Towards this end, BSI Banking will be linked with the Gutmann IT structure. A complex authorization logic ensures that staff from both divisions, Bank Gutmann and Gutmann KAG (Gutmann Kapitalanlageaktiengesellschaft) profit from the customer information that is relevant to them, along with the 360 ° customer view. A staff of 160 will use BSI Banking for comprehensive customer consultation, individual service and optimized activities and campaign management.

Highlights:

  • Compiling of prospects/business relationships and processes for transfer into the core banking system
  • Care and relationship management
  • Optimized data quality
  • 360 ° view of customers and prospects
  • Communications and task management
  • Complaint management
  • Marketing and event management
  • Document management integration

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