Insights
To strengthen customer proximity and relevance, Migros Bank significantly expanded its event program for 2025. The challenge was to organize more events with limited resources. This was set against the backdrop of manual processes—such as Excel spreadsheets and individual arrangements—dominating event management, which led to media discontinuities and a high level of coordination effort.
The turning point came with the introduction of BSI.cx, the automation solution from the BSI Customer Suite.
Together with gateB, Migros Bank was able to digitize and automate the majority of its event processes using BSI.cx: from event entry to invitations and registrations, all the way to feedback and reporting, the workflows are now automated. Manual intervention is only necessary in exceptional cases. Integration with systems such as BSI.crm and Finnova ensures a consistent data foundation and enables advisor teams to initiate data-driven follow-up activities.
Thanks to the flexible configuration options of BSI.cx, processes can be quickly adapted to new requirements—without any programming effort. The iterative approach with weekly coordination and clear responsibilities ensures that event management remains controllable and can be continuously developed.
The efficiency gains are clearly noticeable: In 2025, Migros Bank will organize around 100 events with consistently high quality, saving about 10 hours of manual effort per event—amounting to approximately 125 working days per year. This gives teams more time for personal customer care and further development of the event program. The consistent data foundation enables clean reporting and targeted, personalized follow-up communication. Feedback from participants flows directly into the ongoing development of the event formats.
Migros Bank’s event program remains dynamic and open to further development. The BSI Customer Suite offers numerous opportunities to further optimize processes, integrate new formats, and actively manage the customer experience. The next development steps are clearly focused on continued growth and efficiency—for example, through the introduction of digital invitations and even closer integration with the CRM system. In this way, Migros Bank’s event management will continue to be a strong driver of efficiency, flexibility, and genuine customer proximity in the future.
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Management
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Schweiz
Olaf started building gateB in 2009 with a focus on helping companies digitize and optimize their marketing processes. Today, digital transformation touches and affects all business areas. As a result, Olaf has further developed gateB together with the management team. Now, the company is globally positioned and supports renowned organizations in fully tapping their digital potential and strengthening their customer relationships in the long term.
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Schweiz
Digital Transformation
gateB Consulting, Inc.
815 Hampton Drive, Unit 1B
Venice, CA, 90291
Sarah is the Managing Director of gateB Consulting, Inc. (USA) and is responsible for leading and developing the implementation and consulting business in the American market. She has years of experience in marketing and consulting for large companies. Sarah knows exactly what drives brands and how to strengthen them through digitalization.
gateB Consulting, Inc.
815 Hampton Drive, Unit 1B
Venice, CA, 90291
Marketing Operations
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Schweiz
René has been working in the field of enterprise software for more than 15 years, eight of them as Head of European Business Development for a provider of license accounting software in London. Since 2014, René has been responsible for marketing operations, brand experience and content management as Managing Director at gateB, as well as Deputy CEO for Business Development of the gateB enterprise. He also has extensive experience in the evaluation and implementation of digital asset management (DAM), marketing resources management (MRM), enterprise content management systems (CMS), brand portals and marketing planning systems.
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Schweiz
Customer Experience
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Switzerland
Marco is a consultant with a focus on driving business value through the use of data and technology. He is a member of the gateB leadership team and has helped shape the company’s growth path from its inception to a leader in data-driven customer engagement. As Managing Director, he is responsible for customer intelligence and customer experience.
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Switzerland
Customer Intelligence
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Switzerland
Robert is a pioneer in data-driven marketing with over 20 years of experience in direct marketing. A lecturer at multiple universities, he specializes in digital and data-driven strategies. Since 2015, he has led business development for intelligent customer engagement at gateB, helping companies leverage data to enhance customer relationships, optimize experiences, and drive profitability.
gateB AG
Sennweidstrasse 35
6312 Steinhausen
Switzerland
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gateB Consulting, Inc.
815 Hampton Drive, Unit 1B
Venice, CA, 90291
USA
gateB Consulting, Inc.
815 Hampton Drive
Venice, CA, 90291
USA
Thank you for your interest
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