BSgroup CRM Services

«From a digital vision to  your customer engagement center»

Customizing BSI CRM

BSgroup is a proud preferred partner of Business Systems Integration AG within the Swiss banking market. Specializing in the BSI CRM tool, we are pleased to support you in product integration and/or the configurative expansion of your existing solution. Our team of BSI-certified consultants are waiting for you.

Our focus on BSI CRM

  • Staffing of certified project roles ranging from overall project management to business analysis
  • Configuration conception
  • Process design & configuration with the BSI CRM Workflow Engine
  • Design & Implementation of 360 ° views
  • Contact center integration
  • Marketing campagning
  • Role conception
  • Tool parameterization

CRM Project Services

Here at BSgroup, we possess years of experience regarding software for customer management. Our experts in digital transformation strive to fulfil clientele needs through our polished methodological approach. Specializing in the banking industry, we guide and assist you from the conception, to the integration of your solution.

Our expertise – your advantage!

Design of digital customer processes with focus on case management, process standardization & E2E Self Service aimed to increase customer service quality, experience, and overall customer loyalty. Analysis of customer behavior and identication of the next best action for efficient cross & upselling. Connection of digital interfaces such as: customer portals, e-banking, CTI, chat, and messaging for cross-channel communication with your customers. Accomplished in the environment of modern architecture and infrastructure (cloud platforms, API management, etc.). Confident in both agile and classic project environments.

Our CRM service focus

  • Strategic multi-channel use
  • Development and maintenance of the customer contact history
  • Evaluation of customer processes
  • Deriving interface requirements (especially for core banking systems)
  • 360° view of customer data & portfolio
  • Electronic document exchange
  • Role concepts
  • Overall project management
  • Installation of agile or classical project structure
  • Business analysis
  • System configuration
  • Release coordination
  • User training & rollout support
  • Test management