BSI for Financial Institutions

Whether banking, asset management or credit cards: Good relationships are synonymous with good business in the financial sector. Software from BSI maximizes the “return on the relationship” in many ways, ranging from the 360° view at the customer representative’s workstation to customer service and the processing of applications and credit checks.

Customer Relationship Management

  • 360° data views with configurable display and grouping options: legal form, geography, sales target, consultation purpose, etc.
  • Detailed overview for each customer: products (accounts, deposits, e-banking, mortgages, credit cards, etc.) and values (total performance, status, date, expiry date, balance, bookings, etc.).
  • Planning and evaluation of customer visits including reports for consultation meetings and post-processing.
  • Auditable and compliant process handling, e.g. risk analyses with the customer for product suggestions.
  • Automatic and dynamic organization planning, e.g. customer and consultation allocation and multi-tenancy.
  • Interfaces to relevant departments and applications: personal data, customer data, contracts, data warehouse, reporting, e-mail, customer intelligence, etc.
  • Key figures: calculation, visualization, period comparisons (profitability, assets, balance, inventory value, potential).
  • Creditworthiness check including integration of external service providers.
  • Management Cockpit featuring an overview of trends and priorities.

BSI CRM

Branch solutions

  • Counter and branch solutions for staffed situations and self-service.
  • Payment transactions: deposits and payouts, identification and card transactions.
  • Interfaces to external systems (e.g. ticket sales, ERP, etc.).
  • 360° customer view of all products/services, sales channels and communication tools.

BSI PoS

What are your requirements?

I’ll be happy to personally show you which solutions we have to offer and to answer questions about our industry expertise.

Send a request
Christian A. Rusche Product Developer
Send a request +41 56 484 19 20 +41 56 484 19 20

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