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Christian A. Rusche
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Financial Institutions

Whether banking, asset management or credit cards: Good relationships are synonymous with good business in the financial sector. Software from BSI maximizes the “return on the relationship” in many ways, ranging from the 360° view at the customer representative’s workstation to customer service and the processing of applications and credit checks.

Functions
  • 360° data views with configurable display and grouping options: legal form, geography, sales target, consultation purpose, etc.
  • Detailed overview for each customer: products (accounts, deposits, e-banking, mortgages, credit cards, etc.) and values (total performance, status, date, expiry date, balance, bookings, etc.).
  • Planning and evaluation of customer visits including reports for consultation meetings and post-processing.
  • Auditable and compliant process handling, e.g. risk analyses with the customer for product suggestions.
  • Automatic and dynamic organization planning, e.g. customer and consultation allocation and multi-tenancy.
  • Interfaces to relevant departments and applications: personal data, customer data, contracts, data warehouse, reporting, e-mail, customer intelligence, etc.
  • Key figures: calculation, visualization, period comparisons (profitability, assets, balance, inventory value, potential).
  • Creditworthiness check including integration of external service providers.
  • Management Cockpit featuring an overview of trends and priorities.


Solutions for branches and counters
See Industry Proficiency Post Office and Branch Solutions for description of features.

ReferencesPost - PostFinance | UBS Card Center | Viseca Card Services
More about

Customer Success Story UBS Card Center, BSI customer magazine No. 2/08

Customer Success Story Viseca Card Services, BSI customer magazine No. 2/09