A 360° view of Bank Customers Highly personalized banking

With BSI, you can integrate all existing platforms to get an overall view of customer behavior at all touchpoints. BSI also excels in the complex requirements typical of banks, ensuring that your customer-facing employees can accompany and support your customers along the entire customer journey.



With their intuitive frontend, clear instructions and explicit visualizations, our solutions are straightforward and efficient to use, resulting in satisfied employees who can now devote themselves to their customers fully and efficiently.

WELL-MANAGED CAMPAIGNS Marketing automation

Marketing and customer-facing employees can always view the campaigns a customer receives and his/her response to them. The solution tracks scores and visualizes them right away. Not only does it make campaigns measurable across the board, but it also breaks them down to the individual customer.

WELL-MANAGED TRIGGERS Event-based marketing

With BSI, banks can always serve their customers at the right time with the right content. Whether it’s a matter of retaining a customer at risk of leaving (churn) or making the best possible offer to a customer: BSI turns users into bankers, always familiar with their customers’ needs.


BSI helps you create sustainable customer relationships because your employees see all interactions at any touchpoint and have a genuine, personal dialogue with your customers. As a result, your customers feel well cared for.

For personal contact between employees and customers

Banks maintain a unique relationship with their customers characterized by proximity, discretion and trust. This aspect makes it all the more important for employees to be as up to the minute as possible about the customer across from them. With BSI, your employees have a 360° view of your customers, their behaviors and needs. They have the entire customer interaction history in front of them and can, therefore, engage with every customer with up-to-date information and in a personalized manner.

Always up-to-date and individualized information at the frontend

You can use our CRM solutions anywhere customer communication takes place. For example, sales employees can quickly produce high-quality, up-to-date product fact sheets or customer presentations using applicable interfaces. This option facilitates the perfect interplay between sales and marketing, where marketing can routinely support sales at the right time with customized messages or references to promising activities.

BSI for Banking

BSI is tailored perfectly to the banking industry’s regulatory requirements and will help you digitize your customer relationships.

BSI for Banking

Next Best Action: BSI

The next best action: Network your goals with BSI.

René Konrad, Community Manager Banking

+41 58 255 96 72


Related Capabilities


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.

BSI Customer Suite

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