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

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by aixigo
| 29/06/2023 09:00:00

Aachen, June 2023 – BSI and aixigo are proud to announce their partnership. Offering software solutions ranging from CRM to customer experience (CX), BSI is a 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 used "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 Lifecycle 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.‍

"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 personalised customer journeys in the field of wealth advice. We are jointly shaping the digitalisation of future-oriented customer relationships," says Marco Bernasconi, Banking Community Manager at BSI.

Read the original article here.