Challenge

Access to investment advice is changing

In the future, customers will no longer ask their finance questions solely during consultations or through banking apps. They ask their AI assistants that execute portfolio analyses, evaluate market information and compare investment options. Banks must therefore make their capabilities available through AI agents. Those that fail to do so will no longer be visible in many AI-mediated investment decisions.

Solution

How AI agents orchestrate investment advice

The next investment dialogue begins in the AI agent

Lena Meier, a loyal customer, stands thoughtfully in a bright home office beside her laptop, while her floating AI assistant Clara is present by her side, ready to support her as she analyzes her investment portfolio and prepares informed decisions. Created with AI

Your customer Lena asks her AI assistant, Clara, how current the weighting of the U.S. in her portfolio is and which would be the best steps to prioritize Europe. Clara connects with the investment agent of Lena’s bank via the BSI Agent to retrieve current data and analyses.

Lena Meier, a loyal customer, works on her laptop in a bright home office while her AI assistant Clara floats beside her, connected via the BSI Agent to her bank’s investment agent to retrieve up-to-date portfolio data, analytics, and recommendations for informed decisions. Created with AI

The investment agent accesses Lena’s portfolio and automatically analyses the current asset allocation, regional weighting, currency risks and hedging options. Based on market analyses and Lena’s investment profile, the investment agent suggests possible adjustment, such as a higher allocation to Europe and currency hedging.

Vicky Valetti, sales manager and customer advisor, personally welcomes Lena Meier, a loyal customer, in a modern bank branch after the BSI Sales Agent established the connection between them upon request.

If Lena wishes to discuss the suggestions in more detail, the BSI Sales Agent immediately schedules an appointment with her advisor, Vicky.

Why BSI

Why AI agents will become crucial for banks

BSI enables banks to become part of this agent economy.


  • Orchestration of AI agents across customer and banking channels
  • Integration of portfolio, market and customer data
  • Automated investment analyses and suggestions
  •  Seamless handover to advisors


Result: Banks become AI-enabled wealth partners that support their customers in making investment decisions at any time.


Benefits for everyone

Advice without the wait

The customer no longer has to wait for an appointment. She asks her AI assistant and immediately receives a detailed portfolio analysis with specific courses of action.

Scalable investment advice

Investment recommendations based on current market data, automated and scalable. The bank remains relevant – even if finance questions are first directed to AI assistants. 

Focus on real added value

The investment agent takes care of data retrieval and initial analysis. The advisor steps in where human added value is created: in decision-making support.

Portrait of a decision-maker in the banking sector - a symbol of digital transformation, customer-centric strategies and the successful use of CRM and CX solutions in the banking industry.

Banking solutions

We understand the processes and regulatory requirements of the banking industry in great detail. It is not without reason that we are the Number One for banks in Switzerland.

BSI for Banking
Portrait of René Konrad, Community Manager Banking at BSI Software

Let’s talk

I would be happy to assist you at any time. 


René Konrad

Community Manager Banking


+41 58 255 96 72 

rene.konrad@bsi-software.com

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