Sell virtually – From scheduling the appointment to collecting your customer’s signature

Digitize your sales operation with our product for virtual selling, BSI Snapview. It manages the administrative and support tasks – from automated appointment scheduling and setting up the “virtual salesroom” to the electronic signature to close the sale – allowing your employees to focus exclusively on your customers.

Convenient to use
With BSI Snapview, your customers can join virtual consultations using their browser – there is no need to download any other programs.
Full legal compliance
BSI complies with the highest level of security requirements and all regulatory guidelines applying to banks and insurance companies.
Seamless integration
You can customize BSI Snapview to meet your company’s specific CI requirements and integrate it into BSI CRM and BSI CX “stories.”
Some of the companies that count on BSI

The integrated sales platform

With BSI Snapview, you can design your virtual sales conversations in a way that will truly delight your customers.

Use video, audio, and text chat; share your screen to present solutions, and work with a sketch pad and highlighter for actual pencil selling. Additional screens (such as your iPad) are easy to integrate via QR scan so that you can use sales apps, for example.

GDPR-compliant order data processing;
BAFIN*-compliant (BAIT*, VAIT*);
MiFID II*-compliant recording on all communication channels – legally secure according to GDPR – only after the explicit consent of all participants;
Includes electronic signatures per eIDAS* (AES/QES*);
Meets the EU Transparency Regulation requirements with a digital rep business card;
Does not use CPaaS modules whose providers are subject to the U.S. CLOUD Act (obligation to disclose data to U.S. secret services).

Numbers that stand out


Significantly higher average sales closing rates (Inside sales)


Shorter average sales cycles (Inside sales)


Time savings result in higher productivity

Your next best action: BSI.

Your next best step: Link your goals to BSI.

Teresa Mohrhagen, Creator of Customer Delight

+49 61 514 935 434

Additional information*

  • BaFin: German Federal Financial Supervisory Authority (Bundesanstalt für Finanzdienstleistungsaufsicht)
  • BAIT: Supervisory Requirements for IT in Financial Instutions (Bankaufsichtliche Anforderungen an die IT)
  • VAIT: Supervisory Requirements for IT in Insurance Undertakings (Versicherungsaufsichtliche Anforderungen an die IT)
  • MiFID II: Markets in Financial Instruments Directive
  • eIDAS: Electronic Identification, Authentication and trust Services (Verordnung des Europäischen Parlaments und des Rates über elektronische Identifizierung und Vertrauensdienste für elektronische Transaktionen im Binnenmarkt und zur Aufhebung der Richtlinie 1999/93/EG)
  • AES/QES – Advanced Electronic Signature/Qualified Electronic Signature

BSI Customer Suite

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