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.
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.
Documented
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
Next Best Action: BSI.
The next best action: Network your goals with BSI.