Provide individual and flexible consulting – on site and online

Customer reps focus on their customers, with flexibility being more important than a predefined structure and documentation. The latter are, however, essential. With the BSI Customer Suite, individual consulting can be implemented in a structured and channel-independent manner.

    by companies offering an excellent customer experience (Forrester)
    by companies offering an excellent customer experience (Forrester)
    Hyper personalization

    Three advantages of customer consulting with BSI

    One for everything

    The BSI Customer Suite is not only a comprehensive consulting solution, but also a platform for customer management and hyper-personalized marketing.

    Location and time independent

    Thanks to video consulting and electronic signature, customer reps are just as accessible to their customers online as they are on site, allowing for consultations and case finalization whenever and wherever the customer wants it.


    With BSI, customer reps fulfill documentation requirements automatically and without time-consuming post-processing.

    Flexible consulting Customer-oriented and structured

    Customers expect an individualized consultation, which increases the manual effort for customer reps. The flexibility necessary in consulting often falls victim to a uniform structure. With BSI, consultations can be tailored individually to customers not only during preparation, but also during the consultation itself, should the conversation require it.

    Integrated virtual selling Easily switch between online and offline

    All the tools required for a consultation both online and on site are integrated in the BSI Customer Suite, including contract closing via electronic signature. For example, during a telephone call, customer reps can switch to virtual selling with just a few clicks. This way, data silos that arise when using separate solutions, for instance, can be avoided.

    Documentation Automatic protocol generation

    In the financial sector, documentation requirements apply for every consultation. With BSI, the regulatory requirements are met by the automatic generation of a PDF protocol of the consultation. After the consultation, all content can be made available to the customer, via email or in a customer portal.


    The BSI Customer Suite

    Digitize the customer relationship and create unique experiences – automated, in real time, and across all touchpoints.

    Your benefits

    Digitize your sales with our online consulting product. The BSI Engage module handles supporting and administrative tasks – from automated appointment scheduling and the “virtual sales room” to electronic signature for digital case closure;
    As a central information system, BSI CRM provides all relevant information and data for any application purpose and across departmental boundaries;
    Whether it is inbound mail automation, next best action, churn detection, or lead scoring – our AI product BSI AI supports you in analyzing your data and helps you with small and large decisions regarding customer-relationship management;
    Our Customer Data Platform BSI CDP collects data from various sources and provides meaningful customer profiles – in real time;
    Organize your connectivity within your ecosystem and create new connections. Our Enterprise Integration Platform BSI EIP offers numerous standardized interfaces which can be easily configured, optimized, and surveilled via a central interface – so that your data can have more impact.

    Next Best Action: BSI.

    The next best action: Network your goals with BSI.

    René Konrad, Creator of Customer Delight

    +41 58 255 96 72

    BSI Customer Suite

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