BSI Customer Suite
CRM and customer-experience platform for banks, insurers, retailers and utilities.
- Swiss CompanyThe operating company is headquartered and legally incorporated in Switzerland.
- Swiss Data OptionSwiss hosting is available as an option or for part of the service, but is not the default for everything.
bsi-software.com
Overview
The BSI Customer Suite is a CRM and customer-experience platform for large organisations, with industry versions for banking, insurance and health, retail, and energy and utilities. It combines customer relationship management, marketing automation and customer engagement, a customer data platform, analytics, an integration platform and AI features, including a choice of more than 70 AI models. Customers include Swiss banks such as Raiffeisen, Zürcher Kantonalbank and PostFinance.
The suite is offered as a cloud service (SaaS). BSI states that customer data is processed only in certified data centres in Switzerland or Germany, without US cloud services, and that customers can choose the underlying cloud provider; the providers themselves are not named. BSI holds an ISO/IEC 27001 certificate covering its Swiss and German sites and states that its cloud service is audited annually under ISAE 3402 Type II.
BSI was founded in Baden in 1996 and has offices in Switzerland, Germany, Austria and Italy. It is majority-owned by funds advised by the German investor Bregal Unternehmerkapital; founders, management and employees have kept a stake. Pricing is not published, and the product is aimed at enterprise projects rather than small businesses.
Why it may be a Swiss alternative
BSI Customer Suite is operated by BSI Business Systems Integration AG, which is headquartered in Baden, Aargau. Headquartered in Switzerland, but ultimately controlled by a company outside Switzerland.
Swiss hosting is available for part of the service or as an option — check the hosting details below before relying on it.
May replace
- SalesforceSalesforce, Inc. · USFocused on banking, insurance, retail and energy companies; no self-service plans or public pricing.
- Microsoft Dynamics 365Microsoft Corporation · USCovers the CRM and marketing applications only, not ERP; focused on banking, insurance, retail and energy companies.
Foreign products with overlapping functionality. An alternative is not necessarily a one-to-one replacement.
Swiss footprint
Five independent questions. A Swiss company is not automatically Swiss-hosted — and vice versa. How the footprint is assessed
Swiss company · foreign parent. Headquartered in Switzerland, but ultimately controlled by a company outside Switzerland.
- HeadquartersIs the operating company headquartered in Switzerland?
- Baden, Aargau (AG), SwitzerlandVerified[4]
- Legal jurisdiction
- OwnershipIs the company ultimately Swiss-owned?
- No — Funds advised by Bregal Unternehmerkapital · GermanyVerified[7]
In July 2024 funds advised by Munich-based Bregal Unternehmerkapital agreed to acquire a majority stake in BSI from Capvis Equity V, which had held the majority since 2020; completion was subject to regulatory approval. The deal was reported by the press and by the parties' legal advisers. The founders, management and employees remain shareholders. The website imprint names the holding company BSI Software AG (Baden, registered in 2020), while the privacy policy names BSI Business Systems Integration AG as controller.
- DevelopmentIs the product developed in Switzerland?
- PartlyInferred[5]
BSI's ISO/IEC 27001 certificate covers development, operation and support at its Swiss sites (Baden, Baar, Bern) and at German sites including Darmstadt and Düsseldorf. BSI also has offices in Austria and Italy. It does not publish how development work is split between countries.
- HostingIs customer data hosted in Switzerland?
- Optional — Switzerland and GermanyVendor claim[2]
BSI states that data is processed exclusively in certified data centres in Switzerland or Germany and that it does not use cloud services that transfer data to the United States. Swiss customers such as Raiffeisen state that their data is stored and processed only in Switzerland. BSI says customers can choose the cloud provider underneath the software; the providers and data centres are not named.
- InfrastructureIs the hosting infrastructure operated by a Swiss-owned provider?
- Unknown / not verified
Features & platforms
- Platforms
- Unknown / not verified
- Deployment
- Made for
- Interface languages
- Unknown / not verified
Privacy & security
- Not verified
- End-to-end encryption, Encryption at rest, Encryption in transit, Multi-factor authentication, Single sign-on (SAML/OIDC), SCIM provisioning, Public API and Data export
- Certifications
Pricing
- Pricing model
- On request
- Free plan
- No
- Free trial
- Unknown / not verified
- Enterprise plan
- Unknown / not verified
- Billing in CHF
- Unknown / not verified
Prices checked 15 Oct 2026. Always confirm on the vendor’s site. Pricing page ↗
Open source
- Open source
- NoInferred
Proprietary software; no source code of the Customer Suite is published.
Company
BSI Business Systems Integration AG
Baden-based software company, founded in 1996, that develops the BSI Customer Suite CRM and customer-experience platform for banks, insurers, retailers and utilities. Majority-owned by funds advised by Bregal Unternehmerkapital.
Similar Swiss products
Cloud ERP and CRM platform for Swiss SMEs, run in Swiss data centres.
Swiss native
- Hosted in Switzerland
ERPPaidCRM, digital onboarding and portfolio management platform for financial institutions.
Swiss native
- Hosted in Switzerland
- Self-hostable
CRMPaidBrowser-based CRM and KYC documentation for asset managers.
Swiss native
- Hosted in Switzerland
- Self-hostable
CRMPaid
Sources & verification
Every claim on this page is marked as verified, vendor claim or inferred. Unknown means we could not confirm it — not that the answer is “no”.
- Verified Confirmed by an independent or official source such as the commercial register.
- Vendor claim Stated by the vendor in its own documentation, website or legal terms.
- Inferred Derived by the editors from indirect evidence — see the note.
- [1]
- [2]
- [3]
- [4]
- [5]
- [6]
- [7]
BSI Business Systems Integration AG
- [1]
- [2]
- [3]
- [4]
- [5]
- [6]
- [7]
- [8]
- [9]