A 360° view of Bank Customers Highly personalized banking
With BSI, you can integrate all existing platforms to get an overall view of customer behavior at all touchpoints. BSI also excels in the complex requirements typical of banks, ensuring that your customer-facing employees can accompany and support your customers along the entire customer journey.
A WELL-MANAGED FRONTEND User-friendly
With their intuitive frontend, clear instructions and explicit visualizations, our solutions are straightforward and efficient to use, resulting in satisfied employees who can now devote themselves to their customers fully and efficiently.
WELL-MANAGED CAMPAIGNS Marketing automation
Marketing and customer-facing employees can always view the campaigns a customer receives and his/her response to them. The solution tracks scores and visualizes them right away. Not only does it make campaigns measurable across the board, but it also breaks them down to the individual customer.
WELL-MANAGED TRIGGERS Event-based marketing
With BSI, banks can always serve their customers at the right time with the right content. Whether it’s a matter of retaining a customer at risk of leaving (churn) or making the best possible offer to a customer: BSI turns users into bankers, always familiar with their customers’ needs.
WELL-MANAGED TOUCHPOINTS Customer proximity
BSI helps you create sustainable customer relationships because your employees see all interactions at any touchpoint and have a genuine, personal dialogue with your customers. As a result, your customers feel well cared for.
For personal contact between employees and customers
Banks maintain a unique relationship with their customers characterized by proximity, discretion and trust. This aspect makes it all the more important for employees to be as up to the minute as possible about the customer across from them. With BSI, your employees have a 360° view of your customers, their behaviors and needs. They have the entire customer interaction history in front of them and can, therefore, engage with every customer with up-to-date information and in a personalized manner.
Always up-to-date and individualized information at the frontend
You can use our CRM solutions anywhere customer communication takes place. For example, sales employees can quickly produce high-quality, up-to-date product fact sheets or customer presentations using applicable interfaces. This option facilitates the perfect interplay between sales and marketing, where marketing can routinely support sales at the right time with customized messages or references to promising activities.
BSI for Banking
BSI is tailored perfectly to the banking industry’s regulatory requirements and will help you digitize your customer relationships.
Next Best Action: BSI
The next best action: Network your goals with BSI.
Related Capabilities
BSI knows your business
Whether sales, marketing or service: you can put our two million code lines and promising solutions together with equal ease – through uncompromising technology, a highly flexible data model and a captivating user experience.
Marketing
Set up trigger-based, highly personalized customer journeys within 15 minutes with BSI. They help you provide an unforgettable experience and maximize your business success.
Sales
BSI offers a central, virtual advisor workstation with access to all relevant customer information. This improves the chances of a successful business conclusion.
Service
BSI’s guided processes enable more efficient handling of customer issues. This saves you time and money in the long term, and makes your customers happy.
Insight
BSI provides you with powerful analytics, clearly arranged reporting dashboards and the possibility of data-based challenges to your decisions. BSI is your direct access to business intelligence.