New Partnership Aims to Improve Wealth Management Advice

This new partnership aims to streamline much of the process when it comes to wealth management advice. More details here;

BSI and aixigo are proud to offer new software solutions partnership. BSI is market leader in the banking and insurance sector in Germany, Austria and Switzerland. 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.

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.

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.

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 alastair walker 12131 Articles
20 years experience as a journalist and magazine editor. I'm your contact for press releases, events, news and commercial opportunities at Insurance-Edge.Net

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