Summary
Any BSI customer can now enable the Conversational Framework Element, activating a full conversational channel across the BSI suite: messaging, voice and video calls, co‑browsing, automated forms and e‑signature, all without advisors leaving their CRM interface. Built once and available to every BSI client, it combines with BSI’s AI features and the client’s own bots. It reflects our approach: bringing real domain expertise and partnering with the best of the client’s ecosystem to drive acquisition, revenue and efficiency.
We did it ! Now, any BSI customer can enable the Conversational Framework Element in their tenant, and all over the BSI suite, the conversational channel is activated : conversational menu entries appear, conversational features get activated, wizards become richer with conversational to interact with the customers. It is one of these integrations that are so complete that the advisor does not need to leave the interface that structures his work, and the financial institution fully leverages the strategic tool that has been selected for Customer Relationship Management - be it inbound or outbound.
The BSI suite is now enabled with a full-fledged conversational framework and the client engagement power of BSI is extended into the front-end applications of the financial institutions - because this is where “the rubber meets the road” : the best CRM tool, with the best data analysis and targeting cannot deploy its full strength if the user experience in the front-end does not allow for an engaging experience : it needs to create the desire to engage! This is now the case with conversations that support asynchronous messaging, real-time interactions, voice and video calls that are scheduled out of BSI, voice messages, co-browsing, automated forms, electronic signature - for existing clients and prospects.
The best part ? It is done once, and this technical enablement as well as the associated domain expertise is available for every BSI client. With all the AI features of BSI, that can be combined with your own bots.
This kind of collaboration illustrates how we understand our contribution to the financial industry : go beyond technical problem solving and contribute real domain expertise, and then deliver the integrated whole, while partnering with the best of the client’s ecosystem. The BSI success story is just amazing, and the speed with which they grow into more and more markets is remarkable. The strategy ? High-end, well thought-through customer journeys that focus on really achieving the business objectives of their clients : increase customer acquisition rate, increase revenue per customer, and lower costs through standardization and automation.
This space, where we can prove, together with our partners, how we contribute to the real business objectives of the client, is our comfort zone.
Contact us for more information.
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