Energy-related renovation – with the optimal target audience

Energy-related renovation does not only benefit the environment, but also the owners’ return on investment. And the more renovations are carried out, the higher the credit volume of your portfolio. The BSI Customer Suite helps you find exactly those customers who will consider such renovations, and address them in a highly personalized manner at the ideal time.

    when using lead nurturing systems (Forrester)
    ↑50%sales leads
    when using lead nurturing systems (Forrester)
    Green change campaign

    Three advantages of lead generation with BSI

    Zahnrad in Bewegung

    Manually identifying customers whose real estate could be considered for renovation is very time-consuming. The BSI Customer Suite finds the right customers for you – fully automated.


    The BSI Customer Suite combines data from various sources and derives appropriate communication measures. New data sources can be integrated into the processes.


    With BSI you can continuously monitor the success of campaigns. If necessary, they can be adjusted and optimized in real time.

    Intelligent selection Identify suitable owners

    BSI selects two groups of owners for a renovation: young customers who can amortize a new mortgage in the future, and customers whose loan-to-value ratio is generally very low. Naturally, BSI also takes this selection into account in the customized communication.

    Data enrichment Combine data from different sources

    The carbon footprint of real estate varies greatly depending on type and size. With the BSI Customer Suite, you can enrich existing basic information by using public and non-public data sources, such as the building data register, energy prices, and local renovation costs. This way, an individual record is compiled for each building and owner.

    Hyper-personalization Customized letters

    BSI uses the individual data for customized letters, which lowers your customers’ threshold to undertake an energy-efficient renovation. If customers are not interested in renovations or are already doing them, you can adjust the customer journey accordingly and create new contact occasions for long-term retention.


    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.