"Digital onboarding: check; flexible processes: check; next best action: check; your demo: +41 56 484 19 59."
Zeno Hug, BSI

BSI Banking: CRM software for banks, credit institutions and asset managers

BSI Banking is the CRM solution for banks: the industry solution with digital onboarding, interface to the core banking system, next best action and flexible processes. Our software is adapted to the requirements and regulations of the banking market, for active and passive business alike, and optimized for digitalized processes – freeing your customer representatives up for the essentials: excelling at advising investors, private, retail and corporate customers.

Handle onboarding digitally

BSI Banking orchestrates your internal and external systems: document scanning, creditworthiness checks (CRIF, ZEK, Creditreform), rules and scores from the core banking system, document archiving, and more – for completely digitalized onboarding. The guided process in BSI Banking ensures adherence to all rules, documents every step and shows a 360° view of the order, status and customer.

Connecting the core banking system

Integration of the core banking system is easy with BSI Banking. We have a standard interface to Finnova and connect other core banking systems as well as external systems (e.g. ZEK, CRIF, Creditreform and Schufa). The customer rep receives all data at a glance, is not tied to the complex interface of the core banking system and navigates intuitively through the flexible, configurable processes.

Next best action

Would you like to receive customer-specific sales and consultation tips? During the customer consultation, in the service center or for marketing promotions? BSI Banking shows you the next best actions, such as notes regarding dropping transaction volumes, upcoming maturity, aborted application process, expiring contracts – individually for each customer. For tailored offers and consultation with greater relevance and higher conclusion rates in cross- and upselling.

Flexible processes

Specific challenges, regulations and processes in the banking world? We know them! Through our many years of project experience with banks, we know how processes are depicted in software. Users are guided through processes step by step so that all rules are adhered to. You can configure the processes yourself and change them at any time, or set up new ones – flexibly and quickly. For a rapid time to market. 

Questions about BSI Banking?

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