Name
##title##
##description##
##tag#tags## ##date#DD.MM.YYYY#date##
CRM for Financial Service Providers
35% more products per customer. Automatically
Banks deploying BSI maximize their cross-selling and upselling potential. Use AI agents to automate your customer relationships smartly and efficiently. In addition, a 360° customer view with all data, the seamless integration of your core banking system, and flexible processes ensure a compelling customer experience and higher revenue – of course, while also taking your regulatory requirements into account.
Join our Banking Community
More than mere numbers: KPIs with impact
46%
More campaign success through reinforcement learning at BLKB
>35%
Increased efficiency in customer service by enhancing automation at Hanseatic Bank
>200 triggers
converted by Raiffeisen Österreich into personalized touchpoints
Get ready for effortless efficiency
Service
Excellent customer service requires a customized 360° customer view and easing the burden of administrative tasks. The BSI Companion, your fully integrated AI assistant, summarizes customer inquiries or requests for you, analyzes internal data and documents, and prepares communications – without any prompts. As a result, humans and AI work hand in hand, save time, and make your customers happy.
Sales
With the BSI Customer Suite, you get a central, digital banking advisor workstation that unifies your customer data in a highly integrated manner. The maximum transparency and AI-powered assistance provided by our BSI Companion support your customer-facing employees. Video consulting, electronic signatures, and smart processes make selling faster and more successful.
Marketing
With the BSI Customer Suite, you get a central, digital banking advisor workstation that unifies your customer data in a highly integrated manner. The maximum transparency and AI-powered assistance provided by our BSI Companion support your customer-facing employees. Video consulting, electronic signatures, and smart processes make selling faster and more successful.
“Thanks to the seamless integration of our core banking system, BSI guarantees BLKB’s banking advisors a user-friendly front office workplace and facilitates individual and customer-oriented consultation.”
How you can shape your bank’s future
Customer lifecycle management
Lead management that sells
It’s transparent and smart: Optimize your bank’s sales management with our lead management. The result? Conversion rates that rise by more than 20% and cross- and upselling rates that surge by more than 15%, ensuring more deal-closing power and efficient sales processes.
Study
The banking adviser workstation of the future
Does your bank’s customer data converge at the digital adviser’s workplace? With the BSI Customer Suite, you get an overview of the entire customer history. And you start every customer process with the push of a button: consistently, guided, and accompanied by the BSI Companion, your personal AI agent.
BSI Elements
Downloadable industry processes
With BSI Elements, you get ready-to-apply use cases for your bank. They include everything you need to increase your bank’s efficiency and revenue: smart customer segmentation, AI-powered lead management, accurate NPS surveys, and new regulations.
Study
Banking touchpoints
The “Touchpoints Reloaded” study is the result of our collaboration with the Institute for Financial Services (IFZ) and msg for banking AG. We surveyed about 1,600 bank customers in the DACH region about their habits and touchpoints with retail banks. The study provides comprehensive, scientifically backed insights and recommendations.
“The BSI Customer Suite has impressed us with its comprehensive reporting, the opportunity to easily manage multi-level campaigns, and the almost unlimited options for activating new and existing customers.”
Don't ask us. Ask our customers.
A multi-channel mission
With BSI, PostFinance has implemented a multi-channel CRM to support its business and retail customers and has attained higher first contact resolution (FCR) rates with the BSI Contact Center.
Innovation and data security for customer relationship management
For its digital customer relationship management, Albin Kistler AG counts on the BSI Customer Suite, the innovative and integrative software solution from BSI Software. The BSI Customer Suite meets the highest data security standards and is tailored to the strict requirements in the wealth management industry. It plays an instrumental role in mapping the processes in Albin Kistler’s customer contact center.
Cloud shift for efficient processes and excellent service
The Bank Gutmann migrated its BSI Customer Suite to the cloud in just three months – for a 360° customer view, reduced IT workload, full compliance, and flexible low-code/no-code options.
Digital banking advice model produces efficient processes and better customer experiences
With the BSI Customer Suite, Migros Bank has launched a centralized banking advice navigator, resulting in consistent, data-based financial advice, lower cost, and a measurably better customer experience along the entire customer journey.
Contact and Service Center
The BSI Customer Suite will handle the contact and service center's processes of the Graubündner Kantonalbank (GKB) as a “Software as a Service” (SaaS) solution, and in so doing help GKB further improve its efficiency and service quality.
Smart credit tracking
As a result of implementing the BSI Customer Suite, Hanseatic Bank can now resolve customer inquiries faster and more efficiently. Additionally the bank can now engage with its customers on the right channel, at the right time and with the right message.
Triggers and personalization
BSI supports eight state banks and numerous companies of the Raiffeisen Banking Group on the path from triggers to personalization.
Optimized customer experience with BSI Software
Luzerner Kantonalbank AG (LUKB) has selected the BSI Customer Suite to transform its customer interaction management.
Individual service
BLKB, the bank of the canton of Basel-Landschaft, uses BSI as a front work place with a 360° view and for automated customer and lead management.
From complexity to simplicity
Schaffhauser Kantonalbank has reached the decision to implement the BSI Customer Suite, sending a clear message of its commitment to digital transformation and customer proximity.
CRM from the cloud
VZ, the VermögensZentrum, uses FINMA-conforming CRM and marketing automation from BSI from the cloud, which it rolled out in an agile process.
Kundendialogcenter
Urner Kantonalbank (UKB) has selected the integrative software solution from BSI for its customer relationship management.
Customer management at its best
With BSI Banking, WIR Bank uses the industry solutions of BSI CRM. These cover all areas of new customer acquisition, support for the entire customer base, and marketing.
Omnichannel Banking
Degussa Bank launched its customer contact management into the omnichannel era with BSI. All digital and analogue channels flow together into the CRM solution with a 360° view.
Blog
api/blog
banking
BSI insights for Banking
Folgende Variablen sind verfügbar:
- title - Text: Titel
- description - Text: Beschreibung
- url - url: URL zur Page
- imageUrl - url: Bild-URL
Für Events:
- dateFrom - Datum: Startdatum des Events
- dateTo - Datum: Enddatum des Events
- location - Text: Ort des Events
Für Blog:
- tag - Tags: Erster Tag auf dem Artikel
- date - Datum: Datum des Artikels
- title - Text: Titel
- description - Text: Beschreibung
- url - url: URL zur Page
- imageUrl - url: Bild-URL
Für Events:
- dateFrom - Datum: Startdatum des Events
- dateTo - Datum: Enddatum des Events
- location - Text: Ort des Events
Für Blog:
- tag - Tags: Erster Tag auf dem Artikel
- date - Datum: Datum des Artikels
Let’s talk
I would be happy to assist you at any time.
René Konrad
Community Manager Banking
+41 58 255 96 72