Overview

BSI Customer Suite is a comprehensive CRM and CX platform built to centralize customer data, automate personalized journeys, and apply AI-driven insights across sales, service and marketing. It provides a unified 360° customer view, low-code integration capabilities, industry-specific configurations (BSI Elements), and embedded AI agents to scale personalized interactions in real time across channels.

Features and Capabilities

• Core CRM & 360° Customer View: Provides a unified profile of customers including history, interactions and touchpoints for sales, service, and marketing; supports long-term relationship management.
• AI & Automation: Over 70 AI models and AI agents that automate tasks, generate recommendations, summarize interactions and enable hyper-personalization across channels.
• Customer Data Platform (CDP): Breaks down data silos to create a single source of truth for customer data; GDPR-compliant data handling and governance.
• Customer Experience & Journeys: Design and automate omnichannel journeys; orchestrate appointments, video consultations, digital signing and contextual communications in real time.
• Customer Engagement: Supports online appointment scheduling, AI-supported video consulting (with transcription & sentiment analysis), and legally compliant digital signature workflows.
• Enterprise Integration Platform (EIP): Low-code / scalable integration layer for connecting internal systems and third-party services; simplifies interface management and enterprise-scale integration.
• BSI Elements (Industry Packs): Pre-configured industry-specific templates, use cases and process knowledge to accelerate rollouts and deliver compliant best-practices quickly.
• Analytics & Customer Insight: Built-in analytics for pattern detection, campaign measurement, KPIs and operational dashboards to act on insights immediately.
• Security & Compliance: European focus on security, GDPR compliance, and regulatory alignment for sectors like banking and insurance.
• Extensibility & Ecosystem: Partner integrations, add-ons and a vendor channel with training/academy support for implementation and user adoption.