Without a central customer history, advisers lose valuable time during their meeting preparation, key details are missed, and conversations become inefficient. When there is a lack of information about individual customer needs, it is difficult to design appointments just right and track unresolved customer concerns or requests. This affects customer trust and satisfaction.
Optimally prepared, thanks to the BSI Companion
You will be well prepared for every appointment: The BSI Companion instantly provides all the critical information you need for your customer meetings. Being familiar with the customer history and individual customer preferences, you can conduct your meetings much more purposefully – and give your customers the security that they are in good hands.
The Challenge
What are the challenges?
Solutions
The solution? It's BSI.
Remembering details to provide better advice – with our extensive customer history, we give your advisers the tool to provide first-class support. By having specific information about past interactions, individual needs, and preferences, they can make their customer conversations more efficient and more personal and can reliably track unresolved concerns or requests. This increases your customers’ satisfaction and loyalty over the long term.
En route to your customer
Your adviser is in the car on her way to meet Lena Meier for a customer appointment and wants to find out about her current situation beforehand.
Summary
The AI feature summarizes Lena Meier’s history.
Audio output
The BSI Companion reads her current situation out loud.
Advantages
Everyone benefits
Efficient appointment preparation
Past interactions and arrangements give your advisers a seamless bridge to previous conversations, allowing them to take key details, unresolved concerns or requests, and a customer’s context into account.
Personalized support
With the holistic view of a customer’s history, your advisers are able to address individual customer needs, resulting in more effective conversations, increased trust, and delighted customers.