aixigo AG and BSI to collaborate on innovative high-value solutions for banks and wealth managers

Aachen, June 2023 – BSI and aixigo are proud to announce their partnership. Offering software solutions ranging from CRM to customer experience (CX), BSI is market leader in the banking and insurance sector in Germany, Austria and Switzerland. An extensive, industry-relevant ecosystem, end-to-end processes, customer journeys as well as insights, KPIs and the regulatory framework can be utilized "out of the box". aixigo is renowned as a provider of the world's fastest API-based wealth management platform with more than 100 ready-to-use services. Together, the two companies aim to allow for holistic, cutting-edge customer journeys that bring distinctive benefits to the needs of today's banks and wealth managers in the areas of client lifecycle management, portfolio analytics and advisory.

The partnership between both companies is a perfect synergy – technologically, content-wise, and culturally. While BSI is positioned as an expert in CRM and Client Lifecyle Management (CLM) for financial service providers, aixigo's BLOXX Wealth Management Platform, with built-in wealth management and investment advisory tools, is the perfect complement on the professional side. Both companies use highly compatible, state-of-the-art technologies that support an open ecosystem. Their standard products can be easily and flexibly configured to fit the bank's individual needs.

aixigo_Delia Steiner

"Many modern banks are running incredibly complex, nested system landscapes – advisors often have to switch back and forth between various applications to perform a service such as investment advice with the client. This is time-consuming, user-unfriendly, and puts a strain on maintenance efficiency. The BSI Customer Suite, in combination with aixigo:BLOXX for investment advice and wealth management, facilitates manageable, end-to-end advisory services that are highly professional and meet complex customer requirements," comments Delia Steiner, Country Manager Switzerland and Liechtenstein at aixigo.

By combining the BSI Customer Suite and the aixigo:BLOXX Wealth Management Platform, financial companies will be able to elevate their customer relationships. BSI's modular and component-based solution allows even companies with complex customer processes to comprehensively digitally transform their customer relationships, resulting in a seamless process covering everything from customer acquisition to customer care. The powerful aixigo:BLOXX Wealth Management Platform provides all the necessary tools for investment advisory, portfolio analysis and monitoring, portfolio management, and financial planning.

"By combining aixigo's high-performance wealth management software with the most advanced advisor workspace in the market, we create entirely new opportunities for automation and support in advisory processes. The advantages for banks are obvious: increased efficiency and even more personalized customer journeys in the field of wealth advice. We are jointly shaping the digitalization of future-oriented customer relationships," says Marco Bernasconi, Banking Community Manager at BSI.

About BSI

With its BSI Customer Suite, the Swiss software manufacturer BSI offers a holistic platform for the digitalization of customer relationships. BSI holds everything needed for an excellent customer experience for retail, banking, insurance and energy & utilities. Many years of industry expertise provide the foundation for this. BSI is the market leader for CRM software in the insurance industry. 130 banks, insurers and trading companies deploy it to serve around 27 million end customers throughout Europe. Founded in Baden in 1996, the company is represented in Germany and Switzerland with a further 9 locations and around 440 employees. Its customer base counts companies and organizations such as ADAC, the Raiffeisen Banking Group, Signal Iduna and PostFinance, as well as other European market leaders.

news from the same category
READ MOREarrow right
news from the same category
READ MOREarrow right


Be the first to receive the latest industry and aixigo news with our newsletter.
white arrow downnewsletter lcon